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Event artwork for Financial Planning Basics

Upcoming event

Financial Planning Basics

Date and time
Thursday, December 3, 2026
5:00 PM
Location
The Endgame Lounge
3835 CR 175, Unit #840, Leander, TX 78641

Join Jack for an educational overview of financial planning basics. The session will cover how cash flow, savings, risk management, taxes, estate documents, and long-term goals fit together, along with the trade-offs that can arise as priorities change.

Hosted by: Jack

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Thirty minutes, no cost, no pitch.

Bring documents or bring nothing. We'll tell you what we'd look at first — and whether we're the right fit.

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