Broker Check
28 June
Unveiling the Wealth Management Industry: Insights and Perspectives


We are excited to extend a special invitation for an educational event that will transform your approach to wealth management and help you pave a path toward financial success.

Introducing the first of a two-part Wealth Management Mastery Summit, a gathering of industry experts and financial educators who will share invaluable insights, strategies, and practical advice on managing wealth effectively in today's dynamic economic landscape. This event is organized to empower individuals like you with the knowledge and tools to make informed financial decisions and secure a prosperous future.

During this exclusive event, you will have the opportunity to:

  1. Gain Expert Insights: Learn from industry experts and financial educators who will share their knowledge and experience on a wide range of topics, including investment strategies, asset allocation, risk management, retirement planning, tax optimization, and more.

  2. Industry Perspectives: Gain a better understanding of the reality of the role of a modern-day Financial Advisor, the five key pillars of managing your wealth, and a historical perspective on taxes, legislative policy, and common pitfalls to avoid. 
  3. Interactive Workshops: Participate in interactive workshops designed to enhance your understanding of key wealth management principles and equip you with actionable steps to achieve your financial goals. Get hands-on experience and guidance from industry experts to optimize your investment portfolio and make informed decisions.

  4. Q&A Sessions: Take advantage of dedicated question-and-answer sessions with our esteemed panel of speakers. Address your specific concerns, clarify doubts, and gain personalized insights tailored to your unique financial situation.

  5. Exclusive Resources: Access a wealth of educational resources, handouts, and guides to deepen your understanding of wealth management concepts. These resources will serve as valuable references even after the event, enabling you to continue your journey toward financial success. 

Date and Time

Wed, Jun 28, 2023

6:30p - 7:30p PST


Legends Hall - Marq Southlake


Event Registration