Solving Financial Problems Through Education and Execution

CONNECT

Address:

Two Galleria Tower, 13455 Noel Road, 20th Floor
Dallas, TX 75240

Phone:

800-749-7611 Toll Free | 806-371-7611 Direct

Fax/Other:

806-371-0642

Educational Workshops

We offer company sponsored workshops (Employee Financial Education Workshops) and private workshops for our clients, their friends, and their family.  Below you will see a condensed list of topics we provide.  We look forward to your attendance in the future.

 
  • Planning for Retirement
  • Social Security Strategies
  • College Planning
  • Understand Investing
  • Cyber Security
  • Protecting you Family
  • Managing Debt
  • Estate and Legacy Planning
  • Preparing For Long-Term Care
  • Creating a Budget  



 


Contact Sara Alston at 800-749-7611 or email us for more information on our schedule or to bring these educational programs to your business.



 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck