EVENTS

Serving clients with the purpose of guiding and navigating their financial futures. We stand for intellectual honesty, independent thinking, and personal connections.

SEP

23

Investment Review & Outlook​

San Antonio Country Club (Ballroom)
4100 N. New Braunfels Ave. San Antonio, Texas 78209
11:00 AM - 1:00 PM

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.


 


 

PAST EVENTS

AUG

27

Boerne Chamber After Hours Mixer & Ribbon Cutting

The Richter Tavern
153 S Main St, Boerne, TX 78006
4:00 PM - 6:00 PM

 


 

JUL

30

Women’s Happy Hour

El Chaparral
36 Old San Antonio Rd. Boerne, TX 78006
4:30 PM - 6:30 PM

 


 

Jul

23 & 24

Financial Literacy Bootcamp 2026

Individual Budgeting & Investing Sessions
Registration fee is $25 per session, per family.
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MAY

19

Mix & Mingle

The Oben Room at Richter Tavern
153 S Main St, Boerne, TX 78006
4:30 PM - 6:30 PM

 


 

JAN

13

Open House

The Argyle (Dorn Room)
934 Patterson Ave., San Antonio, Texas 78209
4:30 PM - 1:00 PM