

Events
Our Mission
Our mission is to provide top-notch financial education that empowers students to gain a deep understanding of their finances and make smart financial decisions for their future retirement. Shocking data from the Dodd-Frank Commission showed that many Americans lacked basic financial literacy, highlighting the urgent need for financial education. Our Educational Courses offer students a comprehensive education on financial concepts, terms, and strategies that are essential for making informed financial decisions. We make learning easy with our user-friendly format while covering everything you need to know to prepare for your retirement. Our courses run year-round, so check our Upcoming Events page frequently to stay informed.
Upcoming Events
Planning Ahead: Wills, Trusts and More​​
​
This seminar is design to help families protect assets, reduce taxes, and avoid probate. Learn how to create a will or trust, safeguard your legacy, and ensure your loved ones are cared for. Perfect for parents, homeowners, and retirees seeking practical, tax-efficient estate planning strategies.
Lone Star College​
30555 Tomball Parkway, Tomball, TX 77375
​
October 6th, 6:30pm
October 8th, 6:30pm
​​​
Lone Star College - Montgomery
3200 College Park Dr., Conroe, TX 77384
​
October 14th, 2pm and 4pm
October 15th, 3pm and 5pm
Tax-Smart Retirement
​
Discover proven strategies that reduce tax risk, maximize retirement income, and protect your financial future. Perfect for those concerned about rising tax rates, market volatility, or outliving their savings, this workshop will show you how tax-smart retirement planning can help secure peace of mind and long-term wealth.
​
Lone Star College​
30555 Tomball Parkway, Tomball, TX 77375
​
October 28th, 6:00pm
October 29th, 6:00pm