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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April 2019

The big transition: Investing After Retirement

April 23 @ 11:30 am
Maggiano’s Little Italy, 6001 West Park Blvd
Plano,TX75093United States

You just turned 66, the office party in your honor was a blast. You said goodbye to the water-cooler crowd and are now headed towards that great unknown, called retirement. Nervous is an understatement. Among other things, you’re wondering if your money will last as long as you do. So how do you approach your portfolio now that you’re no longer collecting a paycheck? Join us for a complimentary presentation as we discuss guidelines for investing your portfolio after retirement.…

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June 2019

Selecting the Right College for your Financial Future

June 22 @ 10:00 am
Frankford Public Library, 6400 Frankford Road
Dallas,TX75252United States
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It’s more important than ever for students and "about to be" college students to make smart decisions about financing their education. Whether you are a recent high school graduate, are a current student, or already have student loans, we have a complimentary presentation to help you make the best decisions. During this informative and interactive seminar, you will be presented a guide to realistically affording your education, including: Evaluate your college selection factors Learn what universities look for in candidates…

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Please contact us to get more information on our next event or to reserve a spot.

Also, check back frequently, or follow us on social media to learn about upcoming events.

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