Upcoming Events

WINTER CLIENT APPRECIATION DINNER
Thu, Feb 15
Austin
Feb 15, 2024, 6:30 PM – 10:30 PM
Austin, 10910 Domain Dr Suite 100, Austin, TX 78758, USA
Feb 15, 2024, 6:30 PM – 10:30 PM
Austin, 10910 Domain Dr Suite 100, Austin, TX 78758, USA
JOIN US FOR DINNER, DRINKS AND AMAZING SPEAKER JR MARTINEZ!
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WSI SPRING Client Appreciation Dinner
Thu, May 12
University Of Texas Club Austin
May 12, 2022, 6:30 PM – 9:00 PM
University Of Texas Club Austin, 2108 Robert Dedman Dr, Austin, TX 78712, USA
May 12, 2022, 6:30 PM – 9:00 PM
University Of Texas Club Austin, 2108 Robert Dedman Dr, Austin, TX 78712, USA
This May event is taking place of our cancelled annual Client Appreciation Dinner normally held in February.
Details

Gearing Up for the Next Market Crash!
Thu, Feb 17
Zoom Event
Feb 17, 2022, 6:30 PM – 7:45 PM CST
Zoom Event
Feb 17, 2022, 6:30 PM – 7:45 PM CST
Zoom Event
It's not a question of 'IF' but 'WHEN' regarding the next market crash. Join us to find out how to best prepare yourself for that day and when you should panic and get out of the market.
Details

2021 Annual Client Appreciation Spa Day
Fri, Aug 27
Life Time Fitness
Aug 27, 2021, 9:00 AM – 5:00 PM
Life Time Fitness, 7101 MoPac Expy, Austin, TX 78749, USA
Aug 27, 2021, 9:00 AM – 5:00 PM
Life Time Fitness, 7101 MoPac Expy, Austin, TX 78749, USA
Join us back at Life-Spa: at Lifetime Fitness South where you get pampered and enjoy being a "Member for a Day"! Please call Robin in our office to book a remaining time and treatment slot 512-608-6621.
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WSI Client Appreciation Golf Tournament 2021
Fri, Aug 27
Grey Rock Golf and Tennis
Aug 27, 2021, 7:30 AM – 1:00 PM
Grey Rock Golf and Tennis, 7401 TX-45, Austin, TX 78739, USA
Aug 27, 2021, 7:30 AM – 1:00 PM
Grey Rock Golf and Tennis, 7401 TX-45, Austin, TX 78739, USA
Join us for an 8am Shotgun start, 4-man scramble format. We provide your golf shirt, breakfast, lunch and prizes!
Details

Let's Get FOOTLOOSE and FINANCIALLY FREE!!!
Thu, Aug 26
Brodie Homestead
Aug 26, 2021, 6:30 PM – 10:00 PM
Brodie Homestead, 5211 Brodie Ln, Austin, TX 78745, USA
Aug 26, 2021, 6:30 PM – 10:00 PM
Brodie Homestead, 5211 Brodie Ln, Austin, TX 78745, USA
Join us for a socially distanced 80's themed Footloose Barn Dance Party!
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The Investment Vortex: How to Maneuver in a Volatile Market (AUSTIN)
Thu, Apr 09
Courtyard by Marriott Austin Northwest/L
Apr 09, 2020, 6:30 PM – 8:30 PM
Courtyard by Marriott Austin Northwest/L, 12833 Ranch Rd 620 N, Austin, TX 78750, USA
Apr 09, 2020, 6:30 PM – 8:30 PM
Courtyard by Marriott Austin Northwest/L, 12833 Ranch Rd 620 N, Austin, TX 78750, USA
Why Do Investors Underperform the Market? What are Investor Behaviors That Contribute To Poor Results? What does the recent market volatility mean for my portfolio?
Details

The Investment Vortex: How to Maneuver in a Volatile Market (San Antonio)
Tue, Apr 07
Chris Pettit & Assoc. (Honeycomb Bldg.)
Apr 07, 2020, 5:30 PM – 7:30 PM
Chris Pettit & Assoc. (Honeycomb Bldg.), 11902 Rustic Ln, San Antonio, TX 78230
Apr 07, 2020, 5:30 PM – 7:30 PM
Chris Pettit & Assoc. (Honeycomb Bldg.), 11902 Rustic Ln, San Antonio, TX 78230
Why Do Investors Underperform the Market? What are Investor Behaviors That Contribute To Poor Results? What does the recent market volatility mean for my portfolio?
Details

2020 Winter Client Appreciation Dinner
Thu, Feb 13
The University of Texas Club
Feb 13, 2020, 6:30 PM – 9:30 PM
The University of Texas Club, 2108 Robert Dedman Dr, Austin, TX 78712, USA
Feb 13, 2020, 6:30 PM – 9:30 PM
The University of Texas Club, 2108 Robert Dedman Dr, Austin, TX 78712, USA
Join us and guest speaker Paul Winkler for our 2020 Client Appreciation Dinner.
Details

American Dream Experience
Sat, Nov 09
Courtyard by Marriott Austin Northwest/L
Nov 09, 2019, 8:30 AM – 5:30 PM
Courtyard by Marriott Austin Northwest/L, 12833 Ranch Rd 620 N, Austin, TX 78750, USA
Nov 09, 2019, 8:30 AM – 5:30 PM
Courtyard by Marriott Austin Northwest/L, 12833 Ranch Rd 620 N, Austin, TX 78750, USA
This is not another boring "financial seminar" full of pie charts and graphs, it is an incredible full day experience that will really change the way you look at your money, your plans for your money and ultimately the goals and dreams you have for your money.
Details

Where the HECK are my Returns?!?!?! (Austin)
Thu, Oct 17
Onion Creek Club
Oct 17, 2019, 6:30 PM – 8:30 PM
Onion Creek Club, 2510 Onion Creek Pkwy, Austin, TX 78747, USA
Oct 17, 2019, 6:30 PM – 8:30 PM
Onion Creek Club, 2510 Onion Creek Pkwy, Austin, TX 78747, USA
Many have been asking where their returns are when "the market" seems to be "up". We will deep dive into how portfolios, and thus returns, really work.
Details

Where the HECK are my Returns?!?!?! (San Antonio)
Tue, Oct 15
Honeycomb Bldg. Chris Pettit & Assoc.
Oct 15, 2019, 5:30 PM – 8:00 PM
Honeycomb Bldg. Chris Pettit & Assoc. , 11902 Rustic Ln, San Antonio, TX 78230, USA
Oct 15, 2019, 5:30 PM – 8:00 PM
Honeycomb Bldg. Chris Pettit & Assoc. , 11902 Rustic Ln, San Antonio, TX 78230, USA
Many have been asking where their returns are when "the market" seems to be "up". We will deep dive into how portfolios, and thus returns, really work.
Details

Life is the Bubbles Spa Day
Fri, Aug 23
Halina's Day Spa Round Rock
Aug 23, 2019, 10:00 AM – 3:00 PM
Halina's Day Spa Round Rock, 603 S Mays St, Round Rock, TX 78664, USA
Aug 23, 2019, 10:00 AM – 3:00 PM
Halina's Day Spa Round Rock, 603 S Mays St, Round Rock, TX 78664, USA
Join us for a relaxing spa day full of bubbles, refreshments, relaxing spa treatments and more! **PLEASE LIMIT ONE TREATMENT PER GUEST** Please call Robin in our office to RSVP.
Details

WSI Client Appreciation Golf Tournament
Fri, Aug 23
Avery Ranch Golf Club
Aug 23, 2019, 7:30 AM – 12:30 PM
Avery Ranch Golf Club, 10500 Avery Club Dr, Austin, TX 78717, USA
Aug 23, 2019, 7:30 AM – 12:30 PM
Avery Ranch Golf Club, 10500 Avery Club Dr, Austin, TX 78717, USA
Join us for an 8am Shotgun start, 4-man scramble format. We provide your golf shirt, breakfast, lunch and prizes!
Details

Annual Client Appreciation Dinner: Under The Sea of Investing
Thu, Aug 22
The Oasis On Lake Travis
Aug 22, 2019, 6:30 PM – 10:30 PM
The Oasis On Lake Travis, 6550 Comanche Trail, Austin, TX 78732, USA
Aug 22, 2019, 6:30 PM – 10:30 PM
The Oasis On Lake Travis, 6550 Comanche Trail, Austin, TX 78732, USA
Join us for our Annual Client Appreciation Dinner Party, with this year's theme: Under the Sea of Investing!
Details

Beyond Your American Dream: The Next Phase of Your Financial Life
Thu, Jun 20
Courtyard by Marriott Austin NW/Lakeline
Jun 20, 2019, 6:30 PM – 8:30 PM
Courtyard by Marriott Austin NW/Lakeline, 12833 Ranch Rd 620 N, Austin, TX 78750, USA
Jun 20, 2019, 6:30 PM – 8:30 PM
Courtyard by Marriott Austin NW/Lakeline, 12833 Ranch Rd 620 N, Austin, TX 78750, USA
Becky and Kevin will be going in-depth into topics outside of just investing, that need to be addressed in order to stay on track with your purpose and American Dream.
Details

Beyond Your American Dream: The Next Phase of Your Financial Life (San Antonio)
Tue, Jun 18
Honeycomb Bldg. Chris Pettit & Assoc.
Jun 18, 2019, 5:30 PM – 7:30 PM
Honeycomb Bldg. Chris Pettit & Assoc. , 11902 Rustic Ln, San Antonio, TX 78230, USA
Jun 18, 2019, 5:30 PM – 7:30 PM
Honeycomb Bldg. Chris Pettit & Assoc. , 11902 Rustic Ln, San Antonio, TX 78230, USA
Becky and Kevin will be going in-depth into topics outside of just investing, that need to be addressed in order to stay on track with your purpose and American Dream.
Details

American Dream Experience
Fri, May 17
Hampton Inn & Suites Austin Cedar Park-L
May 17, 2019, 3:30 PM – May 18, 2019, 4:30 PM
Hampton Inn & Suites Austin Cedar Park-L, 10811 Pecan Park Blvd, Austin, TX 78750, USA
May 17, 2019, 3:30 PM – May 18, 2019, 4:30 PM
Hampton Inn & Suites Austin Cedar Park-L, 10811 Pecan Park Blvd, Austin, TX 78750, USA
This is not another boring "financial seminar" full of pie charts and graphs, it is an incredible 2-day experience that will really change the way you look at your money, your plans for your money and ultimately the goals and dreams you have for your money.
Details