In Person Events

Wealth Check Happy Hour

TROPHY CLUB COUNTRY CLUB

500 Trophy Club Drive | Trophy Club, TX
6:30 PM on February 27th

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You’ve worked hard to build your wealth, but how are you protecting it? Income protection is key to long-term financial success. Our Wealth Check strategies are designed to uncover opportunities to minimize your tax burden and improve your investment strategy.

Join us to for a night of drinks and hors d'oeuvres to learn more about how to assess your financial health, focus on income protection, evaluate investment performance, and implement tax mitigation strategies to grow your wealth rapidly.

Space is limited. Reserve your spot today by calling

(817) 809-3808 or