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 Market Update Call

Oct 28, 2022 04:00 PM Central Daylight Time - Oct 28, 2022 04:45 PM Central Daylight Time
Webinar McKinney, TX

Our next Market Update Call will be held on Friday, October 28th, 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!


PSO Conversation on Family Matters

Aug 26, 2021 05:30 PM Central Daylight Time - Aug 28, 2021 06:00 PM Central Daylight Time
Webinar McKinney, TX

Our next PSO Conversation on Family Matters will be held on

Thursday, August 26th, at 5:30pm - 6:30pm

Saturday, August 28th, at 10:00am - 11:00am

In this session, we will focus on 5 Key Principles to help you prepare for Life’s Transitions

1. How to re-define your Purpose as a measurable goal

2. How to develop a Process that remains relevant for all transitions

3. How to create a Plan to help achieve successful outcomes

4. How to build a Portfolio that stays connected to your plan

5. How to measure Progress to your goals and prepare for the unexpected

Please RSVP below to secure your seat at one of the listed sessions above.