Calendar of Events

During the course of the year, Stephen and Matthew invite clients, their families and their friends to workshops, informative events and client appreciation functions. These meaningful, informative events allow clients to learn about new and relevant ideas, meet new people and to have fun. Please continue to monitor this page for upcoming events. 



None at this time, check back for upcoming events



Social Security Seminar: at Smith and Wolenskys 11:30 am-1:00pm  (SOLD OUT)--

"Evening of Harleys": at Republic Harley-Davidson 6:00-9:00pm Special note: Houston Marine Moms will attend to collect donations. Please call us for more details---

"Six Easy Steps to Effective Estate Planning":  at McCormicks & Schmick's..1201 Fannin St., Houston, TX 77002.....Time: 11:30-1:00pm..Only 50 seats Available please RSVP to 713-853-2388

"History of Wells Fargo" at the Federal Reserve in Houston, TX .....

"Houston Economic Update"--at the Hilton of the Americas in the Grandballroom, A, B and C. Registration at 5:30-6:00 pm, Presentation at 6:00pm to 7:00pm.. Cocktail Reception to follow. Complimentary Valet to Follow. Featuring Barton Smith, UH Economist....Please call to RSVP..713-853-2388 or email

"Early Summer Party"--at the new Saint Arnold Brewing Company on 2000 Lyons Ave. Houston, TX 77020...Please join us for a variety of Saint Arnold Beers, along with there own Root Beer and other Non-Alcohol Beverages. In addition, we will be serving Texas Bar-B-Que..While you are enjoying your drink and food, we will have live music by Sheila Marshall (she just returned from Iraq where she played for our troops, as well as, season 2 top 10 on Nashville Star)..This is a great way to kick off the summer!!! Please RSVP with Michael at 713-853-2378 or myself at 713-853-2388 or email Please feel to bring a friend along.

"Zoo Boo"--- This is a Family Event at the Houston Zoo. Picnic buffet lunch is provided and you must be on our list, so RSVP. Kids are encouraged to  come dressed in there Halloween Costume, they will have an opportunity to pick out their own pumkin from the "Pumkin Patch" and get some candy at the "Trunk or Treats" booths which will be set up around the zoo. Invitations will be sent out soon. Please RSVP with Michael at 713-853-2378 or myself at 713-853-2388 or email Please feel to bring a friend along.

"What You Can (or should) do now with The New (Tempoary) Estate Tax Laws": Guest Speakers; Bruce Popper, Senior Estate Planning Consultant with Mercury Financial Group; Randell S. Bond, Attorney with The Feldman Law Firm LLP and Karl Kuenning, Senior Regional Vice President, Nationwide.  McCormicks & Schmick's.1201 Fannin St., Houston, TX 77002: Time: 11:30-1:00pm..Only 50 seats Available please RSVP to 713-853-2388.