Upcoming events
Stay connected with the heart of our mission—community. Our Community Events page is your go-to hub for upcoming workshops, outreach efforts, empowerment events, and local partnerships. Whether we're hosting financial literacy seminars, celebrating milestones, or giving back, you’ll find the details right here. Join us as we build meaningful connections and create lasting impact—one event at a time.
Upcoming Events
Non-Slip Fuzzy Socks & Blanket DriveWed, Dec 10Money Concepts, Money Link, & Liberty
Photos with Santa and the GrinchMon, Dec 08Del Rio
From Badge to Beach: Helping You Optimize Your Federal RetirementMultiple DatesThu, Nov 13Val Verde County Library
Community Events
As part of our mission to educate the community on financial planning, we actively participate in local events that promote awareness, growth, and connection. Check out some of the events we’ve been part of—and see how we’re making an impact together.
Interested in having us at your next event? We'd love to connect! Give us a call at (830) 775-4800.
Indepence Day Rodeo
We had a blast enjoying the rodeo action with great company. We're proud to be a sponsor of this exciting community tradition!
SWTX Career Fair
We had an incredible time connecting at the San Felipe Del Rio CISD Annual Employee Health Fair!
Social Security Fairness Act
On February 13, Gilbert provided insight into the Social Security Fairness Act, which was signed into law on January 5, 2025, eliminating benefit reductions caused by the Windfall Elimination Provision and the Government Pension Offset.
Teen Empowerment
This past Tuesday, we had the incredible opportunity to empower teens with financial knowledge at the Teen Empowerment event, hosted by BCFS Health and Human Services-Del Rio!
SWTX Career Fair
We had an incredible time connecting at the San Felipe Del Rio CISD Annual Employee Health Fair!