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. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific event of your interest. 

PSO Connects - Annual BBQ

Oct 08, 2022 04:00 PM Central Daylight Time - Oct 08, 2022 06:00 PM Central Daylight Time
Private Event, Celina, TX

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

RSVP

PSO Market Update Call

Nov 17, 2022 04:00 PM Central Standard Time - Nov 17, 2022 04:45 PM Central Standard Time
Webinar McKinney, TX

Our next Market Update Call will be held on Thursday, November 17th, 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!

RSVP

PSO Market Update Call

Jul 29, 2022 04:00 PM Central Daylight Time - Jul 29, 2022 04:45 PM Central Daylight Time
Webinar McKinney, TX

Our next Market Update Call will be held on Friday, July 29th, 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!


PSO Quarterly Market Update Call

Jun 21, 2022 04:00 PM Central Daylight Time - Jun 21, 2022 04:45 PM Central Daylight Time
Webinar McKinney, TX

Our next Quarterly Market Update Call will be held on Tuesday, June 21st, at 4PM CST

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: Estate Planning 101

May 03, 2022 05:30 PM Central Daylight Time - May 03, 2022 07:00 PM Central Daylight Time
Webinar McKinney, TX

Please join us as we discuss 4 key areas to consider 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

Please RSVP below to join the conversation! 


PSO Quarterly Market Update Call

Apr 29, 2022 04:00 PM Central Daylight Time - Apr 29, 2022 04:45 PM Central Daylight Time
Webinar McKinney, TX

Our next Quarterly Market Update Call will be held on Friday, April 29th, at 4PM CST.

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: How to Build Purpose Driven Wealth

Apr 02, 2022 10:00 AM Central Daylight Time - Apr 02, 2022 11:30 AM Central Daylight Time
Webinar McKinney, TX

A Discussion on the 3 Key Principles needed to build wealth:

1. Planning - How to define measurable goals

2. Strategies - How to build portfolios to support your goals

3. Outcomes - How to measure progress and prepare for the unexpected

Please RSVP below to join this conversation!


PSO Family Matters Series: Estate Planning 101

Mar 01, 2022 05:30 PM Central Standard Time - Mar 01, 2022 06:30 PM Central Standard Time
Webinar McKinney, TX

Please join us as we discuss 4 key areas to consider 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

Please RSVP below to join this conversation!


PSO Quarterly Market Update Call

Jan 28, 2022 04:00 PM Central Standard Time - Jan 28, 2022 04:45 PM Central Standard Time
Virtual Webinar, TX

Our next Quarterly Market Update call will be held on Friday, January 28th, at 4p 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!