Financial Literacy Workshops
Empowering You with Knowledge for a Stronger Financial Future
Financial literacy is the foundation of financial success. Our workshops are designed to equip you with the knowledge and tools needed to make confident financial decisions, whether you're planning for retirement, building wealth, or securing your legacy.
Knowledge is the Key to Financial Freedom
Understanding how to manage money, invest wisely, and plan for the future empowers you to take control of your financial journey. Our workshops cover a range of essential topics to help you build confidence in your financial decisions.
Actionable Steps You Can Use Right Away
We break down complex financial topics into simple, easy-to-understand concepts, ensuring you leave each session with clear, practical steps you can implement immediately.
Learn from Financial Professionals
Led by experienced financial advisors, our workshops provide actionable insights and real-world strategies to help you navigate every stage of your financial life.
Join Us for an Upcoming Session
Our workshops cover a variety of topics, including:
- Retirement Planning 101 – Understanding Social Security, pensions, and income planning.
- Wealth-Building Strategies – Investment basics, risk management, and long-term growth strategies.
- Estate Planning Essentials – The role of wills, trusts, and legacy protection.
- Tax-Efficient Planning – How to minimize taxes and maximize savings.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy
Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Advisory services are offered through Tubreauxs Wealth & Legacy Solutions, LIC a Registered Investment Advisor in the Texas and Louisiana. Insurance products and services are offered through Gary Dannar and his associates doing business as Tubreauxs Wealth & Legacy Solutions (TWLS Insurance).
Estate plans provided by FamilyEstateDocs.com
Check the background of your financial professional on FINRA's BrokerCheck. For a copy of the TWLS Form CRS or Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.
This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way an offer to sell securities except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we believe are reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.