Events
Workshops
Click on a link below to sign up for our workshops.
Retirement Masterclass, Marble Falls, TX
WHEN: Thursday, June 5, 2025 · 1:00pm CDT
WHERE:
Marble Falls Chamber of Commerce
916 2nd St.
Marble Falls, TX 78654
Retirement Masterclass, Georgetown, TX
Medicare, Estate Planning and Tax Planning
WHEN: Thursday, August 7, 2025 · 1:00pm CDT
WHERE:
Georgetown Chamber of Commerce
1 Chamber Way
Georgetown, TX 78626
Mastering the Big 3 of Retirement: Social Security, Asset Preservation, and Taxes. Are You Ready?
Georgetown, TX
WHEN: Tuesday, October 28, 2025 · 1:00pm CDT
WHERE:
Georgetown Parks Administration Community Room
1101 N College St.
Georgetown, TX 78626
Wills, Trusts, and Preservation of Assets, Georgetown, TX
WHEN: Thursday, February 5, 2026 · 1:00pm CDT
WHERE:
City of Georgetown Parks & Recreation Administration (Community Room)
1101 N College St
Georgetown, TX 78626
Retirement Masterclass, Georgetown, TX
WHEN: February 11, 2026 · 11:30am CDT
WHERE:
Cowen Creek Amenity Center – The Florence Room
1433 Cool Spring Way
Georgetown, TX 78633
Wills, Trusts, & Retirement Plans, Cedar Park, TX
WHEN: Wednesday, March 4th, 2026 · 1:00pm CDT
WHERE:
Cedar Park Public Library
425 S. Parkwest Dr.
Cedar Park, TX 78613
Wills, Trusts, & Retirement Plans, Georgetown, TX
WHEN: Thursday, April 16, 2026 · 6:00pm CDT
WHERE:
Wildfire Restaurant
812 S Austin Ave
Georgetown, TX 78626
Wills, Trusts, & Retirement Plans, Pflugerville, TX
WHEN: Wednesday, April 22, 2026 · 1:00pm CDT
WHERE:
Pflugerville Public Library – Poppy, Cosmos, Lantana Rooms
1008 Pfluger St. W
Pflugerville, TX 78660
Wills, Trusts, & Retirement Plans, Georgetown, TX
WHEN: Wednesday, April 29, 2026 · 1:00pm CDT
WHERE:
Georgetown Chamber of Commerce
1 Chamber Way,
Georgetown, TX 78626
Retirement Masterclass, Horseshoe Bay, TX
WHEN: Thursday, April 30, 2026 · 6:00pm CDT
WHERE:
Horseshoe Bay Yacht Club – Captain’s Table
1009 Horseshoe Bay Blvd.
Horseshoe Bay, TX 78657
Wills, Trusts, & Retirement Plans, Austin, TX
WHEN: Thursday, April 30, 2026 · 12:00pm CDT
WHERE:
Juliet Italian Kitchen – Arboretum
10000 Research Blvd
Austin, TX 78759
Wills, Trusts, & Retirement Plans, Georgetown, TX
WHEN: Wednesday, May 6, 2026 · 6:00pm CDT
WHERE:
City Post Chophouse
113 E 8th St
Georgetown, TX 78626
Wills, Trusts, & Retirement Plans, Cedar Park, TX
WHEN: Thursday, May 7, 2026 · 12:00pm CDT
WHERE:
Blue Corn Harvest Bar & Grill
700 E Whitestone Blvd
Cedar Park, TX 78613
Wills, Trusts, & Retirement Plans, Marble Falls, TX
WHEN: Tuesday, May 12, 2026 · 12:00pm CDT
WHERE:
La Quinta
501 Ranch to Market Rd 2147
Marble Falls, TX 78654
Wills, Trusts, & Retirement Plans, Pflugerville, TX
WHEN: Wednesday, May 13, 2026 · 1:00pm CDT
WHERE:
Pflugerville Public Library – Poppy, Cosmos, Lantana Rooms
1008 Pfluger St. W
Pflugerville, TX 78660
Wills, Trusts, & Retirement Plans, Georgetown, TX
WHEN: Thursday, May 14, 2026 · 12:00pm CDT
WHERE:
Wildfire Restaurant
812 S Austin Ave
Georgetown, TX 78626
Wills, Trusts, & Retirement Plans, Georgetown, TX
WHEN: Wednesday, May 20, 2026 · 6:30pm CDT
WHERE:
1433 Cool Spring Way
Georgetown, TX 78633
Retirement Masterclass, Horseshoe Bay, TX
WHEN: Thursday, May 21, 2026 · 6:00pm CDT
WHERE:
Horseshoe Bay Yacht Club – Captain’s Table
1009 Horseshoe Bay Blvd.
Horseshoe Bay, TX 78657
Wills, Trusts, & Retirement Plans, Marble Falls, TX
WHEN: Wednesday, May 27, 2026 · 12:00pm CDT
WHERE:
Bella Sera
501 Ranch to Market Rd 2147
Marble Falls, TX 78654
Wills, Trusts, & Retirement Plans, Austin, TX
WHEN: Thursday, May 28, 2026 · 6:00pm CDT
WHERE:
Juliet Italian Kitchen – Arboretum
10000 Research Blvd
Austin, TX 78759
Wills, Trusts, & Retirement Plans, Lakeway, TX
WHEN: Thursday, May 28, 2026 · 12:00pm CDT
WHERE:
Lakeway Resort – The Vistas Ballroom
101 Lakeway Dr
Lakeway, TX 78734
Wills, Trusts, & Retirement Plans, Lakeway, TX
WHEN: Thursday, May 28, 2026 · 6:00pm CDT
WHERE:
Lakeway Resort – The Vistas Ballroom
101 Lakeway Dr
Lakeway, TX 78734