Upcoming Events

Join us for a Happy Hour on May 2 from 4:30-6:30 PM sponsored by Texas Capital. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.

RSVP HERE!

Join us for a Happy Hour on May 5 from 4:30-6:30 PM sponsored by Grayscale. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.

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Join us for a Happy Hour on May 19 from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.

RSVP HERE!

Our class on financial planning basics will introduce you to key concepts for managing your money and securing your financial future. You'll learn how to budget, save, invest, and make informed decisions to achieve your financial goals. With classes at 2pm, 4pm, and 6pm on May 22-24, you'll gain valuable insights into managing your finances for a secure future. 

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Join us for a Happy Hour on June 13 from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.

RSVP HERE!

Join us for a Happy Hour on June 16 from 4:30-6:30 PM sponsored by Bitwise. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.

RSVP HERE!

Join our estate planning basics class to understand the essential steps in protecting your assets and ensuring your wishes are carried out. We’ll cover wills, trusts, power of attorney, and other key tools to help you create a solid plan for the future. With classes at 2pm, 4pm, and 6pm on June 17-19, you'll gain valuable insights into managing your finances for a secure future. 

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JOur advanced estate planning class dives deeper into complex strategies for preserving wealth and minimizing taxes across generations. You’ll learn about trusts, charitable giving, and other advanced tools to enhance your estate plan and safeguard your legacy. With classes at 2pm, 4pm, and 6pm on June 26-28, you'll gain valuable insights into managing your finances for a secure future. 

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Join us for a Happy Hour on July 11 from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.

RSVP HERE!

Join us for a Happy Hour on July 14 from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.

RSVP HERE!

In our portfolio construction basics class, you'll learn how to build a well-diversified investment portfolio that aligns with your financial goals. We’ll cover essential concepts like asset allocation, risk management, and selecting investments to help you create a solid foundation for long-term growth. With classes at 2pm, 4pm, and 6pm on July 15-17, you'll gain valuable insights into managing your finances for a secure future. 

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Join us for a Happy Hour on July 21 from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.

RSVP HERE!

Our class on investing in real estate will introduce you to the fundamentals of property investment, from evaluating potential properties to understanding market trends. You’ll learn key strategies for generating passive income, managing risks, and building long-term wealth through real estate investments. With classes at 2pm, 4pm, and 6pm on July 22-24, you'll gain valuable insights into managing your finances for a secure future. 

RSVP TO YOUR DESIRED SESSION BY CLICKING ON THIS EVENT