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Expand Your
Financial Knowledge

We strongly believe in client education and seek to provide a wealth of information you’re not likely to receive when discussing wealth management decisions with your accountant or banker. We host a variety of educational events to help families transform how they view their financial future.

Educational Workshops

Attend one of our dinner seminars to learn about:

  • Social Security maximization strategies
  • Tax-deferred vs. tax-free retirement income strategies
  • Guaranteed retirement income streams
  • Asset protection strategies
  • Estate and legacy maximization
  • Market volatility strategies

*Register to receive information about our upcoming Educational Workshop event. 


In-House Workshops

If you're a client, attend an in-person training on topics such as:

  • Tax Strategies
  • Inflation
  • Social Security
  • Retirement Planning
  • The Stock Market
  • Estate Planning
  • Beneficiary Education
  • And much more!

*Register to receive information about the in house workshop event. 


Client Social Events

From holiday events to exclusive outings, we host several social events each year where we can gather together, have some fun and show our gratitude for Clients, Ambassadors, and Signature Clients.

Some of our past events include:

  • Annual Galentine’s Parties
  • Annual Client Appreciation Events
  • Signature Client Events
  • Ambassador Exclusive Events

*Register to receive information about our upcoming Educational Workshop event. 


Lunch N' Learn

Share your advisor’s knowledge with a group of your colleagues, co-workers or friends over lunch. We can custom tailor the topic of discussion fit your group.

Partner with us today to Host a Lunch n' Learn


Past Events

Galentine’s Day

Galentine’s Day
Part 2 2024

Piesgiving 2022
Client Appreciation Event

Piesgiving 2024
Client Appreciation Event

Galentine’s Day 2023
It’s Ladies Night

Ambassador Appreciation BBQ
Thank you for your support

Speaking Event with industry leaders
Dallas Texas 2022

Such a Blessing to share with the Widows of Worth Ministry
Calvary Chapel 2024

Lunch and Learn Educational Workshop
The Cutting Room

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