Wealth Management & Estate Planning 101

Tue Jun 23 2026 at 06:30 pm to 07:30 pm UTC-05:00

1965 S Loop 336 W, Conroe, TX 77304-3370, United States | Conroe

Publisher/HostTexas First Bank

Wealth Management & Estate Planning 101

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Must Register Here: https://forms.office.com/r/wn6YJr4N6B
Topics include:
- What wealth management means
- Saving, investing, and financial check‑ups

- Retirement planning
- Protecting assets and loved ones (insurance, beneficiaries, legal
documents)
- Estate planning essentials (wills, power of attorney, consequences of no plan)

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1965 S Loop 336 W, Conroe, TX 77304-3370, United States

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