Southlake Upcoming Fall Workshops

Upcoming Fall Workshops

Creating personalized, evidence-driven investment and financial plans for our clients is only the first step of a strategic wealth journey. We believe it’s important to provide ongoing guidance and education on topics that may impact your bottom line.

In this spirit, we invite you to join one – or all – of our upcoming fall workshops:

The format of our events follow what we like to call our “teaching hospital” concept; we identify problems and then work together to find solutions. We see an amazing difference in the success of our clients’ financial plans through their participation in these types of sessions.

You may attend virtually or in-person. Bring a friend and your appetite, refreshments will be served.

All live events will be held at our spacious VariSpace Southlake building at 1900 West Kirkwood Blvd., Southlake, TX.

You will find easy parking in front of the building. For directions or logistical questions, please contact Cher in our office via email at or by calling 817-410-8200.

We look forward to seeing you soon!