• Understanding Inherited Assets Seminar

    Zoom

    Inherited an IRA or investment account? 🤔 Join us for a quick, informative session where we break down everything you need to know—without the overwhelm. ✨ Learn how different inherited accounts are taxed 📊 Understand the 10-year withdrawal rule 💡 Discover strategies to help reduce taxes 🚫 Avoid common (and costly) mistakes Walk away feeling …

  • Back to School Float

    Landa Falls 120 Landa St, New Braunfels, TX, United States

    Join us for a Back-to-School Float as we celebrate the end of summer and the start of a new school year! Spend the morning relaxing on the beautiful Comal River, enjoying great company, and making lasting memories with fellow clients. Whether you're floating with family or friends, this is the perfect opportunity to unwind before …

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