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Upcoming Workshops

Tuesday

October 28, 2025


Workshop Name

Key Principles for a Durable Retirement

Workshop Session

11Am - 1:30pm

Where

Kirby's Prime Steakhouse

Address

1111 Timberloch Pl. The woodlands, tx 77380

Tuesday

October 28, 2025

Workshop Name

KEY PRINCIPLES FOR A DURABLE RETIREMENT

Workshop Session

6pm - 8pm

Where

Kirby's Prime Steakhouse

Address

1111 TIMBERLOCH PL. THE WOODLANDS, TX 77380


wednesday

November 5, 2025


Workshop Name

KEY PRINCIPLES FOR A DURABLE RETIREMENT

Workshop Session

6pm - 8pm

Where

KIRBY'S PRIME STEAKHOUSE

Address

1111 TIMBERLOCH PL. THE WOODLANDS, TX 77380


Speakers

Greg Buchanan

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 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.

Call Us at 713-954-2152 to reserve your spot!