EVENTS

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

 

Let's Talk

Program dates for 2025 are now available!
Sessions begin in January, March, September, and October.

Our “Let’s Talk” program is designed to bring women with wealth together to learn, share experiences, and grow as individuals. We cover important topics such as your money story, knowing your numbers, decision making, communication, death, disability, and divorce. We don’t believe in dull education so get ready to have fun while learning!


 


 

PAST EVENTS

JAN

29

Drop Dead Gorgeous: An Inspiring Evening of Exquisite Jewelry and Art

San Antonio Museum of Art
200 West Jones Avenue San Antonio, Texas 78215
5:00 PM - 7:00 PM

 


 

OCT

29

Cocktails & Conversation: What Happens to the Tax Cuts?

The Historic Herff Farm
33 Herff Road Boerne, TX 78006
5:00 PM - 7:00 PM

 


 

OCT

16

Investment Review & Outlook​

The Austonian Club - 55th Floor
200 Congress Ave. Austin, Texas 78701
11:00 AM - 1:00 PM

 


 

OCT

15

Investment Review & Outlook​

The Witte Museum - Dawson Family Hall
3801 Broadway St. San Antonio, Texas 78209
11:00 AM - 1:00 PM

 


 

SEP

18

Defining Moments of Personal Transformation

Paesano’s - Lincoln Heights
555 E. Basse Rd. San Antonio, Texas 78209
5:00 PM - 7:00 PM