Join us for upcoming events

We are committed to hosting educational programs and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Please contact us for more information regarding a specific event of your interest. 

PSO

PSO Market Update

Jan 11, 2024 04:00 PM Central Standard Time - Jan 11, 2024 05:00 PM Central Standard Time
Webinar Frisco, Texas

The agenda for this call will include:

1. Market Performance Update – Month, Quarter, and Year

2. Economic Outlook – A Forward Look at Risks vs. Opportunities

3. Portfolio Impacts - A Discussion of Recent Portfolio Updates

Please RSVP below to join the conversation!

RSVP
Cybersecurity

Cybersecurity: How to spot cyber fraud and scams

Oct 26, 2023 12:00 PM Central Daylight Time - Oct 26, 2023 01:00 PM Central Daylight Time
Webinar Frisco, Texas

Join us for this live webcast (online event only) on how to protect yourself and your loved ones from cyber crime. The panel will include professionals from RBC Wealth Management and special guests from the FBI and Minnesota Department of Commerce sharing information about types of online fraud and scams, warning signs and the most effective ways to protect yourself online. Questions of the panel are welcome via chat.

 

Please RSVP to register for this important event.

 

PSO Connects: Annual BBQ

Oct 22, 2023 02:00 PM Central Daylight Time - Oct 22, 2023 04:00 PM Central Daylight Time
Private Event Celina, Texas

Join us as we kick off the fall with good food and great friends!

PSO Market Update

Oct 19, 2023 04:00 PM Central Daylight Time - Oct 19, 2023 05:00 PM Central Daylight Time
Webinar Frisco, Texas

The agenda for this call will include:

1. Market Performance Update – Month, Quarter, and Year

2. Economic Outlook – A Forward Look at Risks vs. Opportunities

3. Portfolio Impacts - A Discussion of Recent Portfolio Updates

Please RSVP below to join the conversation!

PSO Market Update

Jul 27, 2023 04:00 PM Central Daylight Time - Jul 27, 2023 05:00 PM Central Daylight Time
Webinar Frisco, Texas

The agenda for this call will include:

1. Market Performance Update – Month, Quarter, and Year

2. Economic Outlook – A Forward Look at Risks vs. Opportunities

3. Portfolio Impacts - A Discussion of Recent Portfolio Updates

Please RSVP below to join the conversation!

PSO Family Matters: Medicare Key Concepts

Jun 08, 2023 04:00 PM Central Daylight Time - Jun 08, 2023 05:00 PM Central Daylight Time
Webinar Frisco, Texas

In this session, we will discuss a few important things you should know and understand:

1. The different parts of Medicare (A, B, C & D)

2. How much you will have to pay for benefits

3. Where you can go for help

 

Please RSVP below to join this conversation!

KP pointing with Kris

PSO Market Update

Apr 11, 2023 04:00 PM Central Daylight Time - Apr 11, 2023 05:00 PM Central Daylight Time
Webinar Frisco, Texas

The agenda for this call will include:

1. Market Performance Update – Month, Quarter, and Year

2. Economic Outlook – A Forward Look at Risks vs. Opportunities

3. Portfolio Impacts - A Discussion of Recent Portfolio Updates

Please RSVP below to join the conversation!

mantel frames

PSO Family Matters: Estate Planning 101

Mar 25, 2023 10:00 AM Central Daylight Time - Mar 25, 2023 12:00 PM Central Daylight Time
Private Event Houston, Texas

Please join us for a private event Saturday, March 25th, at 10am for an educational discussion on how to help you create an estate plan that fits your family.

We will discuss 4 key concepts to understand when creating, updating, and executing your estate plan.

1. Will vs. Trust – which document best fits your needs

2. Probate vs. Non-Probate – how to efficiently transfer assets

3. Naming Agents – who to put in charge when the time comes

4. Beneficiary Options – who, what, and how can someone inherit your wealth

Space is limited, so please RSVP below to join this conversation!

Hammock

PSO Family Matters: Social Security Key Concepts

Feb 21, 2023 04:00 PM Central Standard Time - Feb 21, 2023 05:00 PM Central Standard Time
Webinar Frisco, TX

An important discussion on Social Security Key Concepts:

1. Calculation of Benefits - how much will I receive

2. Full Retirement Age - when do I qualify for full benefits

3. Ways Benefits are Reduced

4. Spousal Benefits

5. Filing Strategies

 

Please RSVP below to join this conversation!

KP pointing with Kris

PSO Market Update

Jan 18, 2023 04:00 PM Central Standard Time - Jan 18, 2023 05:00 PM Central Standard Time
Webinar Frisco, TX

Our next Market Update Call will be held on Wednesday, January 18th, at 4PM CT.

The agenda for this call will include:

1. Market Performance Update – Month, Quarter, and Year

2. Economic Outlook – A Forward Look at Risks vs. Opportunities

3. Portfolio Impacts - A Discussion of Recent Portfolio Updates

Please RSVP below to join the conversation!