PAX Financial Events

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Save the Date!

Join us for informative retirement planning related workshops this year. Simply click the link for the specific date you are interested in attending. Hurry because seats are limited for each event!

EventDateDetailsLocationRegister Today
The Essentials of Estate Planning WorkshopAugust 23, 2018Estate Planning is essential to everyone's lifelong plan. A well-thought-out plan can help you provide for loved ones while managing taxes and ensuring that your wishes are carried out. Learn more about estate planning strategies at this free seminar.270 N Loop 1604 E, Ste. 200
San Antonio, TX 78232
Register here
Small Business Big PressureOctober 18, 2018PAX Financial Group has been recognized as one of the fastest growing businesses in San Antonio*.
Learn from our business leaders which ideas and principles they have successfully executed.

This presentation is ideal for small business owners and entrepreneurs.

· Know your numbers
· Crystallize your vision
· Plan for people
· Communication
· Competition
· Business layout
· Advantages/Disadvantages
· Management styles
· Factors that affect business
· Location...Location...Location

Whether you are self-employed, a business owner or aspire to be one, you will be able to glean some insight from these strategic business principles.

*Award from the San Antonio Business Journal and based on revenue over a three-year period
270 N Loop 1604 E, Ste. 200
San Antonio, TX 78232
Register here
Social Security WorkshopNovember 13, 2018As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.

Join us for a masterful overview of:

How social security benefits work for you and your spouse
When and how to start receiving Social Security benefits
Opportunities to increase your benefits throughout retirement.


Oscar Garcia, Former Public Affairs Specialist
Social Security Administration
270 N Loop 1604 E, Ste. 200
San Antonio, TX 78232
Register here

It’s never to early to start planning for your future. Reserve your seat today!