Speaking Engagements
We want to make your life easier. Educating your employees or community is just as important to us as it is to you. We are happy to speak to your business, professional association, school, church and other organizational events. We have a broad range of topics such as:
Our Financial Planning Services in Dallas
To that extent, we provide transparent fee-based comprehensive financial planning services encompassing the following core competencies:
Education Funding
Estate
Planning
Investing
Basics
Rollover IRA Services
Market
Updates
Social
Security
Women and Investing
Investing
Basics
Budgeting and Money Basics
Contact us for more information or to request a specific topic.