Broker Check


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


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

February 8, 2020

10:00a - 12:30p

HCC at The Regent

Principles of Retirement Planning Workshop

ONE DAY course: Saturday February 8th, 2020 Classroom Course teaching Simple Steps you can take TODAY to plan for the RETIREMENT you want TOMORROW!

February 1, 2020

9:30a - 12:00p

HCC at The Regent

Maximizing Social Security: Important 2020 changes!!

Know what you can do so you know what you should do!

December 7, 2019

1:30p - 4:30p

AMC The Regency 20

Client Appreciation Event: Frozen II

TRF Client Appreciation Movie Event

November 26, 2019

12:00p - 6:00p

Total Resource Financial

TRF Thanksgiving Pie Giveaway

We are thankful for you! - Your business, partnership, support, and friendship mean the world to us.

November 7, 2019

6:30p - 9:00p

Shrimp Boat Grill

Year-End Planning Dinner

This informative event for our clients and their guests will discuss potential year-end strategies that could help investors minimize taxes and solidify their overall financial planning.

February 19, 2019

6:00p - 9:00p

NOVA Southwestern University

January 31, 2019

6:30p - 7:30p

NOVA Southwestern University

January 29, 2019

6:30p - 7:30p

NOVA Southwestern University

Event Registration

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