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Event ID: 229136   Event Status:  On Schedule
TXWSW Houston Education Lunch: Forging Your Financial Future

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

Date and Time
Start Date: 01/28/2016 Start Time: 12:00 PM
End Date: 01/28/2016 Approx. End Time: 1:00 PM
Registration Deadline: 01/28/2016 Meet Time: 12:00 PM
Event Leader
C Breck
Contact Leader
Event Cost
Prepayment Required
Pricing Option Name Price Deadline
Paid Member Pricing Option $40.00 01/28/2016
Basic/Free Member Pricing Option $45.00 01/28/2016
Guest Pricing Option $45.00 01/28/2016
Location (More Detail)
Event Location: Benjy’s – Upper Washington location
Address: 5922 Washington Ave , Houston , TX   77007
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