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Upcoming Events



January 6th, 2023 at 4pm CST:  Join us for a special presentation to start the year off on "COMMON SCAMS & ELDERLY FRAUD" with Special Agent Fred Simon. Agent Simon has over 20 years of experience with the FBI and will share valuable tips to minimize your chance of being a victim of fraud!

To attend the event, please reach out to the office and information will be provided. The webinar is FREE, but registration is required.


Tomato Ravioli

February 24, 2023:  On or around Valentine's Day each year, we celebrate our female clients!  2023 will be our 25th Annual Valentine's event and will be held at Ridglea Country Club. The speaker, a Tarrant County District Attorney, will discuss scams/elder fraud and how to protect you and your loved ones.


CFP® Ethics Presentation

July 19, 2023 and August 16, 2023:  As an authorized Instructor to provide Ethics training for the CFP Board, John will be delivering a virtual presentation for CFP® Professionals that will satisfy the 2-hour Ethics requirement. 

Male Speaker


John enjoys and has the privilege of lecturing around the country over various financial topics.  He has spoken to audiences all across the country, and has been featured as a Guest Finance Lecturer onboard both Norwegian and Celebrity cruise lines.  He is an "Advisor to Advisors" in the industry and has  presented educational workshops to other advisors at firms such as Ernst & Young, Fidelity, Wells Fargo, Vanguard, and Morgan Stanley.

Need a speaker for your next event?  Contact John about having an informative, engaging, and educational presentation for your group or company. 


Apr 15:  Deadline to file your income taxes and to contribute to a Roth or Traditional IRA
Oct 1:  FAFSA application can be filed
Oct 15:  Deadline to file your income tax return (if filed an extension)
Dec 31:  Deadline for RMD's if age 73 or older (or if you are the beneficiary of certain Inherited IRA's).

Bullet Journal

Previous Events

Check out some of our prior events!


Feb 12:  22nd Annual Valentine Ladies Luncheon!  Ridglea Country Club

Mar 18-19:  John will be teaching an Investments class at Georgetown University in Washington, D.C.

Jun 10-12:  John will be teaching a CERTIFIED FINANCIAL PLANNER™ Review course - San Francisco State University

Dec 18: Client Appreciation Luncheon at Ridglea Country Club with Guest Speaker from the U.S. Secret Service

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