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Upcoming Events


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing
sound information to people who are concerned about their personal finances.
Along the way, we like to have some fun, too. If any of the events below look interesting,
please give us a call for details or to RSVP. We’ll be happy to add you to our guest list.



  • Seminar: A Review of the Market and Economic Conditions
  • When: Tuesday, January 22, 2019 at 6:00pm
  • Where: The Lariat Steakhouse
    • With guest speaker and market expert from Russell Investments


  • Seminar: Strategies to Maximize Social Security and Medicare
  • When: Thursday, February 22, 2019 at 5:30pm
  • Where: Churchill Wealth Management office
    • With Social Security and Medicare expert guest speaker


  • Seminar: Strategies to Maximize Social Security and Medicare
  • When: Thursday, April 25, 2019 at 5:30pm
  • Where: Churchill Wealth Management office
    • With Social Security and Medicare expert guest speaker




  • Check back periodically, and watch your email for additional upcoming events!