Upcoming Events

Join us for our networking happy hour with Matt Parker of First Trust!

FPA SATX World Cup Watch Party hosted by American Century & Avantis Investors! Join us for the England vs. Croatia soccer match!

<p>Come spend the afternoon with us at Popstroke. We’ll gather in a private room to enjoy food, drinks, and the England vs. Croatia World Cup match along with unlimited golf and relaxed networking. It’s a great chance to meet new people, reconnect with familiar faces, and enjoy an afternoon of sports and standout connections.</p><p>&nbsp;</p><p>A huge thank you to our partners, American Century and Avantis Investors, for making this event possible!</p>

Holistiplan is an award-winning platform that streamlines tax, insurance, and estate planning by using advanced OCR to read client documents

<p>Six essential tax planning conversations every advisor should be having with their female clients — and exactly how to start them.</p><p><br></p><p>Women control 51% of U.S. personal wealth, live 5–7 years longer than men on average, and will inherit over $1 trillion in assets in the coming decade. Yet most say tax planning conversations miss the mark on their real needs. This workshop closes that gap.</p><p>&nbsp;</p><p>Advisors will walk away with a ready-to-use conversation framework, concrete tax strategies across six life domains, and a 90-day action plan — plus a client-facing white paper to use in their own marketing.</p>