Dinner and two hours that change how you see retirement
We walk the whole Family Wealth Circle — income, growth, tax, and estate — over dinner at a good steakhouse. Nothing is sold in the room. Bring your spouse; the good decisions get made together.
Seminars across the Houston area
Each topic runs on two nights so you can pick the one that works. Same content both evenings.
6:00 PM
6:00 PM
Pearland, TX
6:00 PM
6:00 PM
Webster, TX
6:00 PM
6:00 PM
The Woodlands, TX
6:00 PM
6:00 PM
Pearland, TX
Seminars run monthly. Your Roth conversion window, your Social Security election, and your enrollment deadline don’t wait for the calendar. Take fifteen minutes with an advisor now.
The checkup is a real conversation with a Houston advisor — not a screening call, not a sales script. You’ll hear which part of your plan needs attention first, and if we’re not the right firm for you, we’ll tell you that on the call.
None of these dates work? We add sessions across the Houston area most months — tell us when you’re free and we’ll let you know first.
Notify me of future datesYou can read about retirement anywhere. This is different.
Two hours in a room with people asking the same questions you are, and advisors who answer them out loud.
The Family Wealth CircleTM
One circle. Four strategies. A plan your family can actually follow.
The outer ring is what life hands you — Social Security, Medicare, pensions, healthcare, and market risk. You don’t get a vote on those. The four quadrants inside are what we build around them, and they’re what the evening is about.
See the full frameworkSeminar questions
If yours isn’t here, call (281) 549-6515 and ask — someone in the Houston office will pick up.
Nothing. The seminar and the dinner are both complimentary. There’s no cost to attend and nothing to buy.
No. Nothing is sold in the room — that’s a rule, not a courtesy. It’s two hours of education. If you want to keep the conversation going afterward, you can book a 15-minute checkup, and that’s entirely your decision.
Please do. Every registration includes two seats. Retirement decisions get made together, and both of you hearing the same thing at the same time makes the conversation on the drive home far more useful.
About two hours, dinner included. Sessions start at 6:00 PM, so plan on being out by eight.
Retirees and people approaching retirement, generally 55 and up, who’ve saved carefully and now want to understand how to turn that into income that lasts — without overpaying in taxes along the way.
Nothing. No statements, no documents, no homework. Come with questions.
Rather skip the room and just talk?
Fifteen minutes with a fiduciary advisor. By phone, or in person at any of our four Houston-area offices.
The checkup is a real conversation with a Houston advisor — not a screening call, not a sales script. You’ll hear which part of your plan needs attention first, and if we’re not the right firm for you, we’ll tell you that on the call.