Broker Check

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 11, 2021

5:00p - 6:00p

PLEASE NOTE: Attendees will receive Zoom meeting details by email after registering.

Saturday Everyday Webinar Via Zoom

Presenter Mike Crews is a CERTIFIED FINANCIAL PLANNER™ professional and an LPL Registered Principal who manages more than half a billion dollars in assets under management (AUM) as of August 2019. He has been practicing for over 18 years, and truly feels that every day is Saturday.  Mike wrote a simple, educational, and inspiring book to quickly help others begin living their best financial life. Through 9 principles organized as chapters, readers will be able to quickly grasp the fundamentals to start experiencing the freedom and power the lessons provide. Join us as Mike discusses these principles and begin your road to financial freedom.

January 28, 2021

3:00p - 4:00p

PLEASE NOTE: Attendees will receive Zoom meeting details by email after registering.

Social Security & Medicare Virtual Seminar via Zoom

Hosted by North Texas Wealth Management and Presented by Tom Clark --- Key points include: Social Security's retirement benefits, Strategies to maximize Social Security, Spouses and widow's/widower's benefits, Survivor and disability benefits, and Medicare, including Parts A, B, and D --- Presenter Tom Clark is a 33-year veteran of the Social Security Administration and has delivered more than 6,000 presentations on this topic. His column has appeared to more than 2 million readers and he received the Social Security Administration's highest award on two occasions. Since retiring from SSA in 2011, he has continued to speak on this subject around the US.

Event Registration