What to Expect
Our Ladies Luncheons* are held monthly, exclusively for female clients and newsletter subscribers! We do not invite the general public; however, you are welcome to bring guests. These luncheons are entertaining, typically held at varying restaurants in Longview. You’ll enjoy financial education in a fun, comfortable atmosphere. Whether you are a savvy investor, a beginner, or your spouse handles financial matters for you, you’ll have a great time and the topics vary every month!
Our Nibbles & Knowledge Events* are also held monthly, exclusively for clients and newsletter subscribers! We do not invite the general public; however, you are welcome to bring guests. These evening events provide unique and varying food dishes at a beautiful event center located not far from Longview. David or Cass cover a wide range of interesting topics in a uniquely entertaining way.
