Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

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

Past Events

March 20, 2025

6:00p - 7:00p

Online - Zoom

The Evolving Role of Women in Family Finances

Join us for a powerful discussion on how women are reshaping family finances. From managing wealth to safeguarding futures, this webinar offers insights and strategies to empower women in financial decision-making. Take charge of your financial journey and build lasting success for you and your family!

June 1, 2024

9:00a - 10:00a

Zoom

Saturday with Silveria

You've worked hard to build and grow your assets don't let taxes drain and deplete all you've achieved. Please join us on Saturday, June 1st at 9 AM for a discussion with Eric Holmes and Michael Howard with Jackson Financial. Be sure to register for this event by clicking on the link below Register Here Eric Holmes and Michael Howard of Jackson Financial are affiliated with or endorsed by LPL Financial or Journey Wealth Management. Register Here Eric Holmes and Michael Howard of Jackson Financial are affiliated with or endorsed by LPL Financial or Journey Wealth Management.

May 4, 2024

9:00a - 10:00a

Zoom

Saturday with Silveria

Join us on Saturday, May 4th at 9 AM to discuss the value of a financial plan. A financial plan is a powerful tool and implementing those tools to help you succeed is important to our firm. This process will allow our firm to learn about your goals and objectives, analyze your current financial situation, recommend a long-term strategy, implement that strategy, and update that plan as life changes. Register Here

April 6 - April 13, 2024

9:00a - 10:00a

Zoom

Saturday with Silveria

Join us on Saturday, April 6th AM to discuss LPL's Private Trust Company. Whether you’re seeking help planning your own legacy, or assistance in carrying out the wishes of a loved one, The Private Trust Company, N.A. can help simplify the complexities associated with legacy planning and wealth management. Be sure to pre-register for the event.

March 2, 2024

9:00a - 10:15a

Zoom

Saturday with Silveria

Join us on Saturday, March 2nd at 9 AM to discuss taking control of taxes in retirement and updates with Secure Act 2.0 Be sure to pre-register for the event.

February 1, 2024

9:45a - 10:45a

Zoom

Saturday with Silveria

Join us on Saturday, February 3rd at 9 AM to discuss what's happening in today's market, beyond cash investments and questions about today's housing market; Be sure to pre-register for the event.

June 3, 2023

9:00a - 10:00a

Zoom

Check-In Webinar

Please join us on Saturday, June 3rd at 9AM CST. You will need to pre-register for this event to get the log in information!

May 6, 2023

9:00a - 10:00a

Zoom Room

Saturday with Silveria

Please join us on Saturday, May 6th at 9AM CST. You will need to pre-register for this event to get the log in information!

April 1, 2023

9:00a - 10:00a

Zoom Room

Saturday with Silveria

If you had extra cash in your savings account, what could you do with it? Please join us on Saturday, April 1st at 9 AM to discuss different options on what to do!