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Client & Community Events Calendar
Financial Workshops, Client Events & Community Experiences
Participation Matters
Participating in financial events is more than just showing up. It’s a commitment to your future. Our events provide valuable opportunities to gain insights, ask questions, and stay informed in an ever-changing financial landscape.
Each event is designed to help you gain clarity, build confidence, and take meaningful steps toward your financial future.
Explore financial education courses, client experiences, and community events all in one place.
Upcoming Events Designed Around You
Discover upcoming financial workshops, client appreciation events, webinars, and community initiatives.
Browse the events calendar below to find upcoming opportunities that fit your schedule.
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11:30 am - 1:00 pm
Fine Dining Invitation: “Get-to-Know-Us” Lunch: August 18th
Petroleum Club of Fort Worth
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1:00 pm - 3:00 pm
Amazing Grace Children’s Charities: Lunch Packing
Amazing Grace Children's Charities
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Financial Education Classes
Our offerings are designed to simplify complex topics like retirement planning, tax strategies, estate planning, and wealth preservation.
These sessions give you practical tools to make informed financial decisions with confidence.
Whether you’re just getting started or looking for advanced strategies, there’s an event for you.
Exclusive Client Appreciation Events
We host a variety of events to bring our clients together—from fine dining experiences to seasonal celebrations.
These moments are designed to strengthen relationships and create a true sense of community.
This is more than an event calendar. It’s a gateway to a better financial future.
Community & Philanthropy Events
Giving back is a core part of who we are.
Our volunteer events and charitable initiatives allow clients and our team to make a meaningful impact together in the community.
“Financial freedom begins with that courageous first step: the decision to take control of your finances and make informed choices for your future.”
Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer
Join Us at a Future Event
Whether you’re just getting started or looking for advanced strategies, there’s an event for you. Take the next step today and join us.
Not a client yet? Schedule a complimentary Discovery Meeting with a fiduciary CERTIFIED FINANCIAL PLANNER® today.
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