About this Event
Join Us for Invest Today Plan Tomorrow!
Join Gravis Law and W. Casey Martin Investment Management of Raymond James for Invest Today, Plan Tomorrow, a free Lunch & Learn focused on the connection between investment strategy and estate planning.
Senior Estate Planning Attorney Keith McMahon and Financial Advisor Will Martin will share practical insights on private alternatives and structured investments, estate planning considerations, protecting and transferring wealth, and connecting your investments to your broader plan.
Whether you are exploring private investments, building or diversifying wealth, or looking for greater clarity around your financial and estate plan, you’ll have the opportunity to hear both financial and legal perspectives.
Lunch is FREE, thanks to our event sponsors.
RSVPs appreciated to [email protected]
Wednesday, October 28, 2026 | 12:00 to 1:30 PM
Las Palomas | 3201 Bee Caves Rd., Ste. 122, Austin, TX 78746
Event venue & nearby stays
Las Palomas Restaurant & Bar, Bee Caves Road, Austin, United States
Concerts, fests, parties, meetups — all the happenings, one place.