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  • Making money or creating wealth? Let’s do both!
    Making money or creating wealth? Let’s do both!
    Wed, Aug 02
    Aug 02, 2023, 2:00 PM
    Hilton Americas-Houston, 1600 Lamar St, Houston, TX 77010, USA
    Come out and join this seminar on the many was you can shift your thinking and efforts regarding your money management strategies. Learn the difference between short term money making investments and long term wealth creation investments.
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  • Let’s talk about how to create multi-generational wealth!
    Let’s talk about how to create multi-generational wealth!
    Jul 05, 2023, 12:00 PM
    https://bit.ly/3YRA8ch
    This is a panel discussions with the National Association of Real Estate Brokers. During this discussion you will learn about strategies and investment instruments that you can use to build wealth.
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  • The Fellowship of Love Church financial workshop series
    The Fellowship of Love Church financial workshop series
    Sun, May 21
    May 21, 2023, 9:00 AM
    The Fellowship Of Love Church, 10223 Clodine Rd, Richmond, TX 77407, USA
    Learn how to use the concepts of money management to grow the church and build family wealth!
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  • Financial Empowerment through Financial Planning
    Financial Empowerment through Financial Planning
    Wed, Apr 12
    https://homepartners.zoom.us/j/89211535708?
    Apr 12, 2023, 2:00 PM – 4:00 PM
    https://homepartners.zoom.us/j/89211535708?
    During this virtual workshop the attendee will learn about the six concepts of financial planning.
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  • How to build multi-generational wealth
    How to build multi-generational wealth
    Sat, Mar 25
    The Westin San Diego Gaslamp Quarter
    Mar 25, 2023, 2:45 PM
    The Westin San Diego Gaslamp Quarter, 910 Broadway Cir, San Diego, CA 92101, USA
    During this session we will discuss the concept of wealth transfer, and how best to accomplish multi-generational wealth transfer. We will review the benefits of using life insurance and family trust to finance family wealth over multiple generations.
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  • Louisville DST Wealth Building Institute
    Louisville DST Wealth Building Institute
    Multiple Dates
    Sat, Feb 26
    www.dstlouisville.org/wealth
    Feb 26, 2022, 10:00 AM – Feb 27, 2022, 11:30 AM
    www.dstlouisville.org/wealth
    Login and learn all about the wealth building, retirement planning and legacy planning process.
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  • Wealth Building Institute
    Wealth Building Institute
    Multiple Dates
    Wed, Nov 03
    dstlouisville.org/wealth
    Nov 03, 2021, 7:00 PM – 11:00 PM
    dstlouisville.org/wealth
    This basic financial planning and wealth building course is being offered in six sessions. During each session you gain understanding on financial concepts needed to successfully build family wealth.
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  • Economic Developement Forum
    Economic Developement Forum
    Sat, Feb 20
    dstlouisville.org/grow
    Feb 20, 2021, 10:30 AM – 11:45 AM
    dstlouisville.org/grow
    Register to hear great discussions about growing wealth in the African American community!
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  • Retirement Income Strategies (1)
    Retirement Income Strategies (1)
    Jan 23, 2021, 11:00 AM – 12:00 PM CST
    Webinar
    Learn how to establish strategies to build and insure retirement income.
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  • The Financial Education Institute (1)
    The Financial Education Institute (1)
    Jan 16, 2021, 11:00 AM – 12:00 PM
    Webinar
    Gain advanced knowledge about investing and investment strategies!
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  • Caesars Foundation Economic Equity Tour
    Caesars Foundation Economic Equity Tour
    Thu, Sep 24
    http://www.caesarseconomicequitytour.com/
    Sep 24, 2020, 1:00 PM – 2:00 PM
    http://www.caesarseconomicequitytour.com/
    How to manage wealth during a pandemic: Learn strategies that you can use to protect and growth your wealth during difficult times
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  • Retirement Income Strategies
    Retirement Income Strategies
    Sep 12, 2020, 10:30 AM – 11:15 AM CDT
    Webinar
    Learn how to establish strategies to build and insure retirement income.
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  • How to build wealth during a pandemic
    How to build wealth during a pandemic
    Aug 22, 2020, 10:30 AM – 11:15 AM CDT
    Webinar
    Learn how to invest, protect your assets and grow family wealth during uncertain times.
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  • The Financial Education Institute
    The Financial Education Institute
    Sat, Jun 13
    The Kingdom Builders' Center
    Jun 13, 2020, 10:00 AM – 11:30 AM
    The Kingdom Builders' Center, 6011 W. Orem Drive, Houston, TX 77085
    Gain advanced knowledge about investing and investment strategies!
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  • Stocks and Sticks: How to build wealth during a pandemic
    Stocks and Sticks: How to build wealth during a pandemic
    Wed, Apr 29
    Apr 29, 2020, 6:00 PM
    https://zoom.us/j/712619480
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  • Financial Education Institute
    Financial Education Institute
    Sat, Apr 18
    The Kingdom Builders' Center
    Apr 18, 2020, 10:00 AM
    The Kingdom Builders' Center, 6011 W. Orem Drive, Houston, TX 77085
    Continue learning the process of building family wealth!
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  • Financial Education Institute
    Financial Education Institute
    Sat, Feb 15
    The Kingdom Builders' Center
    Feb 15, 2020, 10:00 AM
    The Kingdom Builders' Center, 6011 W. Orem Dr., Houston, TC 77085
    Family Wealth Building Course 1 A comprehensive family wealth building course that teaches the basics of building family wealth. Course one addresses: cash reserves, wealth protection and investments.
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1404 Lake Pointe Pkwy, Sugar Land, TX 77478   |   Phone: (832) 440-7293   |   Email: James@MarshallYourMoney.com

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Marshall Wealth Management, LLC is a registered investment advisory firm registered in Texas and Kentucky. Insurance services also offered by Marshall Wealth Management.

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© 2025 Marshal Wealth Management. All Rights Reserved.

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