Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 16, 2023

12:00p - 1:00p


💻Join Us! The Path to Long-Term Care Success: Insights and Solutions

Long-term care is a topic that touches the lives of many, and this webinar can provide valuable insights and knowledge to help individuals and families make informed decisions.

October 26, 2023

12:00p - 1:00p


Finding Inner Strength: A Journey of Faith and Triathlon Excellence👟

Finding Inner Strength: A Journey of Faith and Triathlon Excellence!

September 28, 2023

12:00p - 1:00p


Market Snapshot: Micro-Scope!

Join us for an exclusive webinar, "Market Snapshot: Micro-scope!" on September 28 at 12:00pm-1:00pm (CST) featuring Goldman Sachs Managing Director of Global Client Business Candice Tse, as she provides us with a Market Snapshot!

August 17, 2023

12:00p - 1:00p


Medicare: Educational Overview 2.0!

Becoming eligible for Medicare can be intimidating, and we do not recommend doing it alone! Join us Thursday, August 17th at 12 pm CST with special guest Brian Bilhartz founder and CEO of Bilhartz Desert Insurance, as he delivers an overview of what Medicare is and how it works, as well as some do’s and don’ts, especially if you are still working and covering dependents on an employer group policy.

June 21, 2023

12:00p - 1:00p

Complex Problems Demand Comprehensive Solutions.

Join Abiding Wealth Partners and Zachary Montgomery with Provident Legal Counsel as they discuss how Complex Problems Demand Comprehensive Solutions when dealing with Federal Taxes and Estate Planning.

May 17, 2023

12:00p - 1:00p

Medicare: An Educational Overview Online Event

MEDICARE: An Educational Overview

Medicare: An Educational Overview of what Medicare is and how it works, as well as some do’s and don’ts, especially if you are still working and covering dependents on an employer group policy.

May 5, 2023

12:00p - 7:00p

The Golf Club at Twin Creeks

Abiding Wealth Golf Classic

Abiding Wealth has partnered with Habitat for Humanity of Collin County to help put God's love into action. All funds raised from the tournament directly support Habitat and its mission to build homes, communities, and hope.

November 3, 2022

12:00p - 1:00p


The Aging Well Webinar

What is End-of-Life planning, and why is it important? Please join us as we hear from Brian Delozier with Turrentine-Jackson-Morrow Funeral Services and Andrew Alliston with Anderson Estate Planning for an evening of rewarding conversations about the end-of-life planning process.

October 14, 2022 - November 14, 2022

6:00a - 4:45p

Abiding Wealth Partners

Operation Christmas Child

Nothing is more rewarding than giving to a child in need. We are delighted to have the opportunity and hope you will help us fulfill our goal of filling 50 boxes this year!

June 30, 2022

12:00p - 1:00p


Join Us! Mid-Year Investment Outlook with Fiducient

Our team at Abiding Wealth believes it will be beneficial to share our perspective on the financial market and provide an outlook on what the future could hold!

June 21, 2022 - July 11, 2022

8:00a - 11:45p

Abiding Wealth Partners

Adopt-A-Backpack Donations Needed

Abiding Wealth is proud to serve our community, and this summer, we are partnering with Cornerstone NCT to help serve children by providing backpacks and school supplies for the 2022-2023 school year.

November 10, 2021

Abiding Wealth Partners

Operation Christmas Child - An Opportunity to Give

We are so very honored and excited to be a part of Operation Christmas Child with Samaritan's Purse this holiday season. We are collecting donations beginning today until November 10th. We are asking for WOW items, Toys and Crafts/Activities that will fit into a shoebox for ages 5 years old to 9 years old, boy and girl.

September 16, 2021

12:00p - 1:00p


Join us! FAFSA and Scholarships Webinar

As you prepare for college, understanding how financial aid works can be challenging, and the questions can and will increase. Do I need financial aid? Should I complete the FAFSA? As an added bonus, Lottia Windham will also discuss tips on applying for scholarships and how the early bird truly does get the worm!

June 24, 2021

12:00p - 12:30p


Join us! Local Charity Spotlight - Virtual Event

We will be interviewing the CEO of ALL Community Outreach, Marjorie Vaneskahian Burr, regarding their Kids Summer Food Program 2021. We are looking forward to hearing all the details regarding this wonderful program to help children in need during the summer months.

May 11, 2021

1:30p - 3:30p


Join us! Strategies for Social Security - Virtual Workshop

We are excited to have Elaine Simmons speak on the topic of Social Security. She will help you understand laws and strategies for social security benefits as well as how to maximize your benefits.

February 9, 2021

12:00p - 1:00p


Join us! Estate Planning with Anderson Estate Planning - Virtual Workshop

We are excited to have Andrew Alliston, Estate Planning Attorney, sharing important information surrounding the basics of estate planning.

Event Registration