Events
Come learn with us.
Precision hosts workshops, client nights and community sessions throughout the Houston area.
Recent event
Estate Planning & Advanced Tax Planning Workshop
Thank you to everyone who joined us for our free, in-person educational workshop on estate and advanced tax planning. Over two sessions, we walked through wills and trusts, estate protection strategies, and the tax planning considerations that tie into retirement income — in plain English, with plenty of time for questions.
Day 1
Tuesday, October 20, 2026
12:30 – 1:30 PM
Day 2
Thursday, October 22, 2026
12:30 – 1:30 PM
Same content both sessions — attendees chose whichever date worked for their schedule.
Location
Lone Star College, Fallbrook Campus
Houston, TX
Seating
Limited to 35 attendees per session.
What's covered
- Wills and trusts
- Estate protection strategies
- Tax planning considerations tied to retirement income
Photos from the workshop
Want updates about future events?
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.
Looking back
LOOKING BACK AT PREVIOUS EVENTS
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.
