Our monthly programs are designed to fit into your work day, offering lunch and learning opportunities to help educate and update our clients and friends on important topics.




October 16
11:30 am to 1:00 pm
Maggiano’s Little Italy – Plano

Planning for long-term care. Protecting your life savings.

Statistically, 70% of people over age 65 will need long-term care*. That’s 7 out of 10 people. It’s not surprising that few of us are truly prepared for the fact that our health might decline as we age. But statistics suggest that the risk is greater than we think. Instead of being nervous, be prepared.

This seminar is currently closed.

November 13
11:30 am to 1:00 pm
Maggiano’s Little Italy Plano

Retirement. It is coming faster than you think. Do you have a plan?

There is only one thing standing between you and a comfortable retirement. A plan. Learn how you can plan for the future and understand the mistakes people make when planning for their own retirement.

Please contact us to get more information on our next event or to reserve a spot.

Also, check back frequently, or follow us on social media to learn about upcoming events.