Open House – Tuesday, January 13, 2026
Sendero Open House After a year of thoughtful growth—new partners, well-earned promotions, and talented additions to our team—we are eager to bring everyone together. Join us to reconnect and meet the faces behind your Sendero family. When Tuesday, January 13, 2026 4:30pm – 6:30pm Where The Argyle (Slick Urschel Room)934 Patterson AvenueSan Antonio, Texas 78209 […]
Investment Review & Outlook Event, San Antonio – Sep 24, 2025
Investment Review & Outlook In today’s climate of rising costs, market volatility, and evolving economic policies, everyone—from business owners managing tighter margins to families seeking to maintain their purchasing power—faces new challenges. Persistent inflation pressures, shifting central bank stances, and a rapidly changing geopolitical backdrop are transforming the investment landscape, creating both fresh opportunities and […]
Financial Bootcamp
About Financial Literacy Bootcamp: Individual Budgeting & Investing Sessions Back by popular demand – Financial Literacy Bootcamp Budgeting and Investing sessions! Back by popular demand – Financial Literacy Bootcamp Budgeting and Investing sessions! We believe that learning financial literacy from a young age is important and can help your child become financially successful in […]
Drop Dead Gorgeous: An Inspiring Evening of Exquisite Jewelry and Art
Drop Dead Gorgeous: An Inspiring Evening of Exquisite Jewelry and Art Meet acclaimed jewelry designer Erica Courtney during an interactive evening with her Drop Dead Gorgeous collection, and experience select works of art from one of SAMA’s renowned collections. When Wednesday, January 29, 2025 5:00pm – 7:00pmRegistration for this event has closed. Where San Antonio […]
Cocktails & Conversation: What Happens to the Tax Cuts?
Cocktails & Conversation: What Happens to the Tax Cuts? What The Tax Cuts and Jobs Act of 2017 expires at the end of 2025. What will this mean for you? Join us to hear how gift and exemptions are expected to change, and strategies that may benefit you. When Tuesday, October 29th 5 PM – […]
Austin Event – October 16th, 2024
Investment Review & Outlook The last decade was the passive playground. Why has stock picking become so important? Listen to experienced stock pickers discuss philosophy, process, and how they identify high-conviction stock ideas. When Wednesday, October 16th, 2024 11:00am – 1:00pmPlease RSVP by September 30, 2024, seating is limited. Where The Austonian(The Austonian Club – […]
San Antonio Event – October 15th, 2024
Investment Review & Outlook The last decade was the passive playground. Why has stock picking become so important? Listen to experienced stock pickers discuss philosophy, process, and how they identify high-conviction stock ideas. When Tuesday, October 15th, 2024 11:00am – 1:00pm Please RSVP by September 30, 2024, seating is limited. Where The Witte Museum(Dawson Family Hall) […]
Women’s Initiative Event
Defining Moments of Personal Transformation What As a former international model, Alison Canavan has graced the world’s most prominent runways and magazines, but it is her journey beyond the spotlight that truly captivates hearts and minds. Alison’s life took unexpected turns, leading her through mental health struggles and addictions. These challenges became the catalyst for […]