Events
Upcoming Events
Taxes and Estate Planning
Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
Past Events
September 24, 2026
12:00p - 8:00p
Cowboys Golf Club in Grapevine, TX
Prestige Wealth Management Golf Classic
The Prestige Wealth Management Golf Classic is an annual client appreciation event held at Cowboys Golf Club in Grapevine, TX. This year's event takes place on Thursday, September 24th, with guest arrival at 12:00 PM and a shotgun start at 2:00 PM. The day includes lunch upon arrival, range balls, a practice putting green, contest holes, non-alcoholic beverages and snacks on the course, and dinner following the round. Raffle prizes and mulligans are available for purchase throughout the day. A portion of proceeds from the event benefit Mentors Care, a Dallas-Fort Worth nonprofit that partners with local school districts to connect children from broken homes with caring adult mentors. We are proud to support an organization doing meaningful work in our community, and we believe great wealth management goes beyond the portfolio — it extends to the people and places around us. Hole sponsorships are available for local businesses looking to connect with our clients and community.
August 25, 2026
6:00p - 7:15p
The REC of Grapevine
Taxes and Estate Planning
Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
July 28, 2026
6:00p - 7:15p
Legends Hall at The Marq Southlake
Taxes and Estate Planning
Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
June 2, 2026
6:00p - 7:00p
Providence Rec Center
Taxes and Estate Planning
Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
May 12, 2026
6:00p - 7:30p
The Core Recreation Center
Estate Planning
Attend This Workshop And Learn: ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
May 12, 2026
11:00a - 12:30p
The Core Recreation Center
Estate Planning
Attend This Workshop And Learn: ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
March 26, 2026
6:00p - 7:30p
The Core Recreation Center
Estate Planning
Attend This Workshop And Learn: ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
March 24, 2026
6:00p - 7:30p
The CORE Recreation Center
Estate Planning
Attend This Workshop And Learn: ➢ How to protect your family and loved ones when you no longer can ➢ 6 strategies for a strong generational wealth management plan ➢ Ensure your beneficiaries get their inheritance without selling assets ➢ How to pass on more than just your assets and leave a true legacy ➢ How to ensure that the assets you leave to your children and loved ones are protected from creditors, divorce, and even bankruptcy ➢ How retirement planning, portfolio-mix, and risk tolerance can affect future generations ➢ Strategies that could help reduce taxes ➢ How a 529 plan can be an efficient estate planning tool ➢ How bracket topping can minimize tax implications of Roth Conversions and enhance the value of your estate
February 26, 2026
6:00p - 7:30p
The Grand Hall at NRH Centre
Taxes and Estate Planning
Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
February 17, 2026
6:00p - 7:15p
Legends Hall at The Marq Southlake
Taxes and Estate Planning
Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
January 22, 2026
6:00p - 7:15p
Kirkwood Oaks Conference Center
Taxes and Estate Planning
Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
January 15, 2026
6:00p - 7:15p
The REC of Grapevine
Taxes and Estate Planning
Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
November 13, 2025
6:00p - 7:15p
NRH Centre
Taxes and Estate Planning
Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
October 16, 2025
6:00p - 7:15p
Roanoke Library
Taxes and Estate Planning
Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
September 30, 2025
6:00p - 7:15p
The REC of Grapevine
Taxes and Estate Planning
Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
July 24, 2025
6:00p - 7:15p
Southlake Marq
Taxes and Estate Planning
Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
July 8, 2025
6:00p - 7:15p
NRH Centre
Taxes and Estate Planning
Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
June 26, 2025
10:30a - 11:45a
University Park Library
Taxes and Estate Planning
Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
June 10, 2025
6:00p - 7:15p
Colleyville Center
Taxes and Estate Planning Workshop
Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy
May 20, 2025
6:00p - 7:30p
The REC of Grapevine
Social Security Maximization
Attend This Workshop And Learn: ➢How to potentially avoid some of the most common mistakes when filing your Social Security benefits. ➢When to claim your social security benefits to receive the highest income ➢How to structure your retirement savings so you never have to worry about running out of money. ➢The top 3 mistakes in retirement and how to avoid them ➢Common misconceptions about retirement planning
April 8, 2025
6:00p - 7:00p
Roanoke Library
Taxes and Social Security
Attend This Workshop And Learn: ➢How to reduce your taxes in retirement ➢When to claim your social security benefits to receive the highest income ➢How to structure your retirement savings so you never have to worry about running out of money ➢The top 3 mistakes in retirement and how to avoid them ➢Common misconceptions about retirement planning
February 27, 2025
6:30p - 7:30p
Legends Hall at the Marq
Taxes and Retirement
Attend This Workshop And Learn: ➢ How to minimize your taxes in retirement ➢ Utilize financial vehicles that can reduce your tax burden and last a lifetime ➢ Different approaches to help protect yourself against taxes on your Social Security income ➢ Tools and methods available to retirees to help develop a retirement tax strategy ➢ Common misconceptions about taxes in retirement
February 25, 2025
5:45p - 6:45p
McKinney Public Library
Taxes and Retirement
Attend This Workshop And Learn: ➢ How to minimize your taxes in retirement ➢ Utilize financial vehicles that can reduce your tax burden and last a lifetime ➢ Different approaches to help protect yourself against taxes on your Social Security income ➢ Tools and methods available to retirees to help develop a retirement tax strategy ➢ Common misconceptions about taxes in retirement