TXWSW Houston Education Lunch: Forging Your Financial Future

JACQUELINE ANN SHEAHAN

Featuring: Jackie Sheahan & Lisa Fox

JACQUELINE ANN SHEAHAN LISA FOX.small

Jackie Ann Sheahan

Senior Vice President,
Client Advisor
Bank of Texas’ The Private Bank

Lisa Fox, CFP ®, CDFA™

Executive Vice President &
Director of Financial Planning
South Texas Money Management

Lisa and Jackie will discuss the elements of developing a comprehensive
financial plan and the areas that they focus on when working with their clients.
Whether you are interested in developing a plan for yourself or for
your clients this should be an interesting discussion.

When: Thursday, January 28
12:00pm — 1 pm

Where: Benjy’s – Upper Washington location
5922 Washington
Houston, TX

Cost: Paid and Basic/Free members: $40; Guests: $45

Click Here to register for this event —>>

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