Are you prepared to face the perfect storm in retirement?
Date & Time: September 24th, 2026 6:30 p.m.
Location:
Perry's Steakhouse- Memorial City
9827 Katy Freeway
Houston, TX 77024
Hosted by: Kerwyn Escayg, CFP®
Are you prepared to navigate the challenges that can impact your retirement? Join us for an informative dinner and presentation covering retirement income, social security, market volatility, longevity, inflation and minimizing taxes. Attend to learn more!
Decoding Social Security
Date & Time: August 27th, 2026 6:30 p.m.
Location:
Perry's Steakhouse- Memorial City
9827 Katy Freeway
Houston, TX 77024
Hosted by: Kerwyn Escayg, CFP®
Featured Guest Speaker: Joseph Anderson III, MBA- Regional Vice President Prudential Retirement Strategies
Are you planning to take early retirement? Or do you want to continue working until, or beyond, full retirement age? Do you have a Retirement Income Plan or Strategy?Whatever your plans, this meeting will help you make informed decisions about your Social Security benefit options, and how much money you may need from other sources to supplement your retirement income. Attend to learn more!
Summer Sips & Sunset Social Client Appreciation Event
Date & Time: June 06th, 2026 6:00p.m. – 9:00p.m.
Location:
The Boatyard
1555 SE 17th St,
Fort Lauderdale, FL 33316
Hosted by: Kerwyn Escayg, CFP®
You’re invited to join us for an evening of cocktails, fine dining and great company as we celebrate and thank our valued clients.
Our Annual Client Holiday Party
Date & Time: December 17th, 2025 6:00p.m. – 9:00p.m.
Location:
6200 Hermann Park Drive
Houston, TX 77030
Hosted by: Kerwyn Escayg, CFP®
We are thrilled to announce that this year’s Holiday Party will take place amidst the magical ZOO LIGHTS at the Houston Zoo! Get ready for an unforgettable evening filled with great food, festive drinks, live entertainment, wonderful company, and of course—those dazzling Zoo Lights that make this season so special.
Blends and Trends Wine and Market Event
Date & Time: August 13th, 2025 6:30 p.m. – 8:30 p.m.
Location:
Guard and Grace
500 Dallas Street
Houston, TX 77002
Hosted by: Kerwyn Escayg, CFP®
Featured Guest Speakers: Joseph Anderson- Regional Vice President Retirement Strategies and Simone Gesualdo– Vice President Jennison Associates, LLC
Throughout the meeting we’ll be enjoying some refreshments and seeing how the metaphor of blended wines is similar to blended portfolios. We will also discuss how important it is to have the correct packaging in wine, and also for investors to have the right ‘packaging’ of the most efficient types of accounts. Lastly, we will explore the fact that everyone has different tastes and different risk tolerances as well.