Events

Come learn with us.

Precision hosts workshops, client nights and community sessions throughout the Houston area.

Upcoming events

No upcoming events scheduled right now.

Our next event is being scheduled. Add your name below and we'll let you know as soon as dates are confirmed — or reach out anytime to meet with a planner one-on-one.

Get notified about the next one

What we host

Three kinds of gatherings.

  • Planning workshops

    Small-group sessions on retirement income, tax strategy and estate basics — no pitch, questions welcome.

  • Client appreciation nights

    Evenings for Precision families and the people they refer to us.

  • Community and financial literacy

    Sessions hosted with local organizations to make good planning accessible to more households.

Flyer from a past Precision Financial Planning client event

Looking back

A community, not a client list.

From holiday gatherings to financial literacy nights, our events exist so clients can meet the whole team, ask questions in a room full of people asking the same ones, and bring the families they care about.

Prefer a one-on-one conversation?

Schedule a Meeting