Upcoming Seminars
Harnessing the Power of Social Security Workshop
Protecting Your Business Legacy
As a dedicated business owner, you’ve invested countless hours and immense effort into building your business. But when you want to pass on the reigns, you will discover that many businesses can crumble in the transition to the next generation. Join us for an enlightening session where you’ll discover the power of enhanced planning.
Highlights:
- Transfer your assets
- Minimize your taxes
- Cement your legacy
- Uphold the harmony within your family
Enhanced Planning Workshop
Past Events
New Generation Retirement Workshop | 06-20-2026
9:00am In-Person Event
Morris Family Center for Law and Liberty at Independence Hall
7502 Fondren Road Houston, TX 77074
Maximizing Social Security Benefits | 08-21-2025
10:00am, Houston Center SBD
UH SBDC, 1455 West Loop South, Suite 900, Houston, TX 77027
The Secure Act 2026 Roth Catch-UP Mandate | 11-17-2025
9:00am In-Person Event
The Secure Act 2026 Roth Catch-Up Mandate | 12-4-2025
Online
Presenter: Peter Acquaro