Upcoming Events

Munn & Morris Monthly Seminar Series

Our monthly programs are designed to fit into your work day, offering lunch-and-learn opportunities to help educate and update our clients and friends on important topics. Below is a list of currently planned events. Select one to learn more and RSVP.

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Financial Scams: Protecting You & Your Loved Ones

March 19 @ 11:30 am - 1:00 pm

With the safety of our clients being of the utmost concern, and in an abundance of caution, we will be postponing this event due to the Coronavirus disease (COVID-19). Thank you in advance for understanding.

You and a guest are invited to a complimentary lunch presentation

Financial Scams: Protecting You and Your Loved Ones

Featuring Guest Speakers
Jeff Romick, CEO of HBR Technologies
Irv Munn, CPA, CFP®, President of Munn Morris Financial Advisors

It is an unfortunate fact that criminals are perpetually working to develop a variety of scams devised to steal your personal information and/or your money. You need to stay vigilant to protect your assets from exploitation. MMFA and HBR Technologies invite you to attend a complimentary lunch seminar to review some of the most common financial scams and how to avoid them. Protect your assets. Protect your identity. Protect your family. Don’t miss this informative event.


11:30 AM – 1:00 PM

Lunch Included

18010 Dallas Pkwy

Dallas, TX 75287

Seats are limited

This event is now at capacity. If you would like to be placed on our waiting list, please call us at 972-692-0909. Thank you.

Event sponsored by

About Jeff

Jeff Romick is the CEO of HBR Technologies, a managed IT services provider located in Carrollton, Texas. He possesses more than 32 years of Corporate Technology consulting experience. He has been awarded best speaker honors at multiple manufacturer channel-focused symposiums. Jeff works with clients of all sizes and industries and focuses on their security and infrastructure to protect valuable information and physical assets.

Munn & Morris Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Neither MMFA nor Raymond James are associated with or endorse Blackrock, HBR Technologies or Jeff Romick.


March 19
11:30 am - 1:00 pm
Event Category:


12 Cuts Brazilian Steakhouse
18010 Dallas Pkwy
Dallas, TX 75287 United States
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Please contact us to get more information on our next event or to reserve a spot.

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