COMMUNITY WORKSHOP — SIMPLE & TRANSPARENT
What This Workshop Is About
This experience is designed for individuals and families who want clarity and education around protecting what they are building — today and for generations to come.
DALLAS
Proprietary Educational Concept
Dallas Public Library | Fretz Park Branch
At the Dallas Libraries we have partnered up to shared different financial topics that can help teach individuals, families, and small business owners general concepts related to financial organization, risk management, asset structuring, and long-term wealth planning.
Fretz Park Branch
Location: 6990 Belt Line Road, 75254
Date: September 26, 2026
Time: 11:30 AM to 1:30 PM
Dress Code: Casual Attire
At this event, you’ll be introduced to:
- family-focused insurance strategies,
- foundational legacy planning concepts,
- income protection and long-term stability tools,
- and the principles behind private systems families use to circulate and preserve capital.
This is not a sales presentation.
It is a guided, educational environment where questions are encouraged and understanding comes first.
You’ll leave with knowledge, perspective, and next-step clarity — not obligation.
REGISTRATION NOTICE: All attendees must book a seat in-order to hold their spots.
General Admission $10-$15
- Workshop entry
- Curated Light Bites & Refreshment
- Q&A access
- Bring a Notebook to take notes
Advance to the Dinner Workshop
- Round table seating
- Dinner menu
- Wealth Activation Workbook
- Priority onboarding support
- 2 to 3 weeks notice in advance.
- LOCATION: PLANO, TX 75024