Featuring: Jackie Sheahan & Lisa Fox

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 —>>