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Tue, Apr 16

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Caddo Office Reimagined

April Lunch & Learn - It's Time To Invest

Join Host Jill Hellwig, with Sarah Marshall, President, CRPC of Texan Wealth Management

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April Lunch & Learn - It's Time To Invest
April Lunch & Learn - It's Time To Invest

Time & Location

Apr 16, 2024, 11:30 AM – 1:00 PM

Caddo Office Reimagined, 4324 Mapleshade Ln, Plano, TX 75093, USA

Guests

About The Event

Join Host Jill Hellwig, with Sarah Marshall, President, CRPC of Texan Wealth Management

For a FREE Event - Bring your lunch and enjoy!

What is W.E.A.L.T.H.? Why is it a necessity, and what does this look like for women in business?

You don’t want to wake up one morning and have too many regrets.

It’s time to do the best with what’s in your hands now. You work hard for your money; let your money work hard for you and learn ways to make that happen!

Sarah Marshall has been on her own personal journey as a career woman and business owner for over 20 years building personal wealth and the wealth of her clients.

Let’s avoid some major pitfalls together!

Sarah's passion for helping people meet their financial goals and managing investment portfolios is evident in the way she runs her practice. Providing an exceptional level of personal service to clients is the way Texan Wealth Management separates themselves from their neighboring firms.

Sarah Marshall, a native of McKinney, Texas, graduated from the University of Texas at Dallas in 2006 with a degree in Economics and Finance. Holding a Certified Retirement Planning License (CRPC®) and various financial licenses, she embarked on her career journey, starting as a property and casualty insurance agent in 2001 and transitioning to a licensed financial advisor in 2007. Despite challenges during the 2008 bear market, she successfully established her own independent investment firm, supported by LPL Financial, in 2013, concurrently founding an Independent Insurance Agency in 2014. Committed to community service, Sarah has dedicated years to church involvement, volunteering in various capacities, and contributing to non-profit committees. Actively engaged in the McKinney Chamber since 2007, she served on the Board of Directors from 2013 to 2018, displaying leadership as Chair of Membership and Chairman of the Board. Her devotion to assisting clients in achieving financial objectives and delivering personalized service distinguishes Texan Wealth Management under her guidance.

Tickets

  • Free Lunch & Learn

    Lunch & Learn Free Event

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