Upcoming Seminars
October 28, 2025
Seminar Name
Key Principles for a Durable Retirement
Seminar Session
11Am - 1:30pm
Where
Kirby's Prime Steakhouse
Address
1111 Timberloch Pl. The woodlands, tx 77380
October 28, 2025
Seminar Name
KEY PRINCIPLES FOR A DURABLE RETIREMENT
Seminar Session
6pm - 8pm
Where
Kirby's Prime Steakhouse
Address
1111 TIMBERLOCH PL. THE WOODLANDS, TX 77380
November 5, 2025
Seminar Name
KEY PRINCIPLES FOR A DURABLE RETIREMENT
Seminar Session
6pm - 8pm
Where
KIRBY'S PRIME STEAKHOUSE
Address
1111 TIMBERLOCH PL. THE WOODLANDS, TX 77380
Speakers
Greg Buchanan
With more than 32 years of experience in financial planning, Greg Buchanan Isa trusted advisor who specializes in retirement planning and long-term wealth strategies. As a Registered Financial Consultant (RFC), Greg has spent his entire career as a fully Independent and self-employed advisor, dedicated to helping clients build confidence and clarity around their financial futures.
Shane Gentry
Shane’s specialty is working with retirees and those about to retire. Retirees who have a goal to preserve their assets and help to provide them confidence when entering retirement or in retirement. His mission is to operate with transparency, integrity, and accountability. Shane’s planning philosophy is simple: “I am committed to helping you develop retirement plans and investment strategies that line up with your needs, goals, and risk tolerance. Such planning is not a single event; it is a process. As your life circumstances change, so must the strategies we use to help you stay on course toward meeting your objectives.” His goal is to help empower clients by delivering personalized wealth management strategies to help ensure financial freedom.