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Upcoming Events

November 11, 2021

11:00a - 11:30a

Zoom Virtual Meeting - Register For Link

Retirement Accounts - What To Take First

If you’re like many Americans, you’ve been setting aside money for your retirement. Now that you’re nearing retirement age, it may soon be time to start drawing money from your qualified retirement plans. Withdrawing money from a retirement plan is called “taking a distribution,” and there are a variety of ways to do it. We’re going to review several approaches.

Past Events

October 7, 2021

11:00a - 11:30a

Zoom Virtual Meeting - Register For Link

Biden's Proposed Tax Changes - Be prepared!

We’d like to share with you some of the tax law changes the Biden administration proposed during his presidential campaign and what they could mean for you. There is so much information out there to digest, so our hope is to simplify it down to some of the key items that we feel our clients would like to be aware of. Our goal is to help you make the path toward your financial goals tax efficient, so we need to be aware of potential tax law changes.

June 3, 2021

6:00p - 8:00p

HG Sply Co.

Trophy Club Party

Invite your neighbor for dinner and drinks on us! With Pro Capital located in Trophy Club we wanted to have an event to deepen current relationships and introduce new ones. We're capping this at 30 guests so get signed up so you don't miss a spot.

May 7, 2021

11:00a - 12:00p

Zoom Virtual Meeting

Retirement for Realtors

During this conversation we'll discuss retirement risks, vehicles for saving, and potential sales tools to help in conversations with clients.

May 6, 2021

11:00a - 12:00p

Zoom Virtual Meeting

Estate Management Webinar: Principles of Preserving Wealth

Do I need a will or trust? What is probate? How is my money taxed when I die? Estate management is about preserving the assets you’ve spent a lifetime building. It’s about protecting your spouse, children, or other heirs and ensuring that your assets are distributed how and when you want them to be. In this webinar we’ll go over tactics, critical documents, and how estate taxes work.

April 15, 2021

5:00p - 7:00p

Winewood Grill

Wine Tasting With Pro Capital

A properly blended Bordeaux is like a properly designed portfolio, smooth, consistent and gets better with time. I love wine and winning in my accounts so I wanted to invite you to hang out, learn something, and connect with some amazing people. *Wine Outline* Tasting: Old World Vs. New World Holding the glass right and having the right glass Color, Nose and Viscosity Ordering: New World Vs Old World Navigating the Wine List Pairing Food with Wine Presenting: Reading Label Good bottle vs Bad Bottle Storing and Aging

Event Registration