Please join us for our Winter Membership Luncheon

Life is Messy… But Your Legacy Doesn't Have to Be featuring guest speakers

Jillian Nel, CFP, CDFA, CDAA and Thais Amaral Tellawi, JD

This practical and empowering presentation is designed to help you leave a meaningful legacy without financial chaos. Learn key strategies for organizing your affairs, making informed financial decisions, and ensuring your loved ones are supported. With simple and actionable steps, you can create a lasting impact—without leaving behind a mess.

To reserve your seat please purchase tickets below by Tuesday, February 25th, 2025 or contact us at 713-623-6543 or [email protected].

Cost: Members - $40 per person, Guests - $50 per person.