Events

Connect and Learn

We enjoy holding regular events to foster meaningful connections and greater financial understanding in our community. Join us at any of our upcoming events to get answers to important questions, build relationships with like-minded individuals, and have a great time!

Upcoming Events

There are no upcoming events scheduled at this time, but check back soon!

couple on walk on hilltop path
Advisors in studio
green valley

Stay in the Loop!

Fill out the form below to schedule your complimentary Clear Path Consultation, or call us directly at (469) 338-5333.

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