CIS Wealth Management Group upcoming workshops and events

Educational lunch and learns are a great way to introduce various financial topics to your company, church, or organization in a casual environment. Our interactive presentations can add value for your staff or create stewardship learning opportunities for members of your church or organization.

Some of our popular topics for presentations are retirement planning, investment principles, 401k and 403b benefits, deferred & creative giving, charitable gift annuities, estate planning, stewardship training, and more. We can tailor a lunch and learn based on the specific needs of your group.

Presentations are usually about 45 minutes long with time afterward for Q&A, so they fit perfectly in an hour long lunch break.

Contact our office at (830) 609-6986 for more information and to schedule a lunch and learn today!

We recommend checking out these other areas of our website!

invest with your values

Invest
With Your Values

Learn More
retirement financial planner

Plan
For Retirement

Learn More
wealth management image callout

Explore
Wealth Management

Learn More