Client Appreciation Party
Join Us For Our Client Celebration
at Horseshoe Bay Resort & Yacht Club Ballroom
October 25, 2025
Join Us For A Spectacular Evening Dedicated To You!
Prepare yourself for an extraordinary weekend getaway at our masquerade themed party, an exclusive event designed to celebrate your journey with us as clients. We greatly appreciate working with all of you and would love to host you for a relaxing weekend.
What To Expect
An exciting event awaits you! Join us for our extravagant masquerade themed party complimented with an evening of food, drinks, music, and good company. Stick around the following day for a delicious breakfast followed by a relaxing game of golf!
Sleeping accommodations will be provided by us upon request.
Please contact Erica for dietary and allergy concerns.
Event Schedule
- Hotel Check In - 4:00 PM
- Happy Hour - 6:00 PM
- Dinner - 6:30 PM
- Breakfast - 8:00-10:00 AM
- Golf Tee Off - 8:00-11:00 AM
Register For the Party Today
Fill out the form to secure your spot at the Client Appreciation Party. Celebrate your journey towards a tax-free retirement with us. We can’t wait to welcome you to this transformative, completely free experience!
How to qualify:
To be part of this exclusive event:
- You must be currently working with us.
- You should have executed at least one or two Roth conversions in the past few years or have a history of Roth conversions spanning 10-15 years.
