Get Educated

It can be difficult to make financial decisions without access to information.

We're committed to helping you make informed decisions about your financial future.

At Lake Point Advisory Group, we hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as Social Security, financial planning and the Teacher Retirement System (TRS). Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar and insurance sales presentation.

Seminar Calendar

  • Thu
    22
    Feb
    2018
    6:30 pmMaguire's Restaurant - 17552 Dallas Pkwy, Dallas, TX 75287
  • Thu
    22
    Feb
    2018
    6:30 pmSalerno Restaurant - 3407 Long Prairie Rd, Flower Mound, TX 75022
  • Tue
    27
    Feb
    2018
    6:30 pmEighteen Ninety Grille and Lounge - 115 E Pearl St, Granbury, TX 76048
  • Tue
    27
    Feb
    2018
    6:30 pmCulpepper Steakhouse - 309 I-30 Frontage Rd, Rockwall, TX 75087
  • Tue
    27
    Feb
    2018
    6:30 pmThe Keg Steakhouse + Bar - 6101 W Park Blvd, Plano, TX 75093
  • Tue
    27
    Feb
    2018
    6:30 pmMaguire's Restaurant - 17552 Dallas Pkwy, Dallas, TX 75287
  • Thu
    01
    Mar
    2018
    6:30 pmCulpepper Steakhouse - 309 I-30 Frontage Rd, Rockwall, TX 75087
  • Thu
    01
    Mar
    2018
    6:30 pmThe Keg Steakhouse + Bar - 6101 W Park Blvd, Plano, TX 75093
  • Thu
    01
    Mar
    2018
    6:30 pmEighteen Ninety Grille and Lounge - 115 E Pearl St, Granbury, TX 76048

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By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.