Events
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
October 5, 2021
6:30p - 8:30p
HCC at The Regent
Maximizing Social Security: Important changes!
Know what you can do so you know what you should do!
September 28, 2021
6:30p - 8:30p
HCC at The Regent
Maximizing Social Security: Important changes
Know what you can do so you know what you should do!
June 1, 2021
6:30p - 8:30p
Brandon's Event Space
Maximizing Social Security: Important 2021 changes!!
Know what you can do so you know what you should do!
May 18, 2021
6:30p - 8:30p
Brandon's Event Space
Maximizing Social Security: Important 2021 changes!!
Know what you can do so you know what you should do!
November 24, 2020
12:00p - 5:00p
Total Resource Financial
TRF Thanksgiving Pie Giveaway
We are thankful for you! - Your business, partnership, support, and friendship mean the world to us.
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