When it comes to your financial future, knowledge is the critical first step. Helping our community make informed financial decisions about the days ahead.

*Pre-qualification may apply to attend an event. A member of our staff will be contacting you for pre-qualification and reservation confirmation.By attending an event or meeting, you may be offered financial products for sale.

Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial information. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature. We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

Upcoming Events

San Antonio Informational Retirement Seminars

Hosted at J-Prime Steakhouse (1401 North Loop 1604 W)

October 29th

November 1st



Reservations are required to attend these events.   Some qualification may apply. 

* * Dates, Times and Locations of Events are subject to change.