Events
Our events are designed to create thoughtful conversations around the financial decisions that shape everyday life.
Throughout the year, we host educational workshops, client gatherings, and planning-focused discussions covering topics such as retirement, tax planning, investing, equity compensation, and major life transitions.
Whether you are looking to learn, connect, or gain clarity around important financial decisions, our events are intended to provide practical insights in a welcoming environment.
Upcoming Events
June 3, 2026
12:00p - 1:00p
Apeiron Planning Partners
Next Generation Planning with SPE
Join us for our upcoming webinar: Building Financial Foundations for Children & Young Adults This session is designed to help you give your kids a strong financial start—without overcomplicating the process. We’ll walk through a simple, practical framework to help you save, invest, and plan with intention across each stage of their life. You’ll learn how to move beyond just saving for college and instead build a flexible system that supports education, life opportunities, and long-term wealth.
September 2, 2026
12:00p - 1:00p
Apeiron Planning Partners
TBD with SPE
Join us for our upcoming webinar: Next Generation Planning (Building Financial Foundations for Your Children & Young Adults) This presentation is designed to help you plan for the financial future of your children or young adults. You’ll explore education savings and early investing tools that can create meaningful long-term advantages.
December 9, 2026
12:00p - 1:00p
Apeiron Planning Partners
Smart Year-End Financial Planning Strategies with SPE
Join us for our upcoming webinar: Smart Year-End Financial Planning Strategies (Tax, Retirement & Benefit Optimization Before December 31) This timely session helps you take advantage of key financial opportunities before the end of the year. You’ll learn what strategies can only be completed before December 31 and how they may impact your long-term plan.
Past Events
March 4, 2026
12:00p - 1:00p
Apeiron Planning Partners
Real-Life Financial Planning in Action with SPE
Join us for our upcoming webinar: Real-Life Financial Planning in Action You’ll watch a real-life financial planning scenario unfold as we walk through how an advisor evaluates a client’s situation and guides decision-making in real time. Using a hypothetical client example, you’ll see how goals, cash flow, investments, taxes, and risk are considered together to build a clear, actionable plan.
December 3, 2025
12:02p - 1:00p
Apeiron Planning Partners
Updated Secure Act 2.0 with SPE
Please join us for our upcoming webinar Secure Act 2.0. We'll be answering some of your most pressing questions on how the updated Secure Act 2.0 affects you!
September 10, 2025
12:00p - 1:00p
Online using Teams
Building Your Financial Future
🔨 Build the Foundation: Cash Flow, Debt, and Emergency Funds Create stability with a clear plan for your income and expenses, smart debt payoff strategies, and an emergency fund that protects you from the unexpected. 📐 Build the Strategy: Choosing the Right Accounts Learn how to save intentionally by understanding the different account types — from 401(k)s to Roth IRAs — and how to make the most of each. 🚀 Build the Future: Investing for the Long-Term Discover how to turn your savings into lasting growth through simple, effective investing principles designed to help you reach your goals.
June 11, 2025
12:00p - 1:00p
Online using Microsoft Teams
What You Wanted to Know about Wills vs. Trusts in Texas with Estate Planning Lawyer Isaac Shutt
Please join us for our upcoming webinar: What You Wanted to Know about Wills vs. Trusts in Texas with Estate Planning Lawyer Isaac Shutt
April 12, 2025
6:00p - 9:00p
Chicken N Pickle - Grapevine
Chicken N Pickle Client Appreciation Event!
At Apeiron Planning, we understand that the path to financial success can sometimes feel solitary. That's why building a trusted community is central to everything we do—and why we're excited to invite you and your family to our Spring Client Appreciation Event!
March 5, 2025
12:00p - 1:00p
Online using Microsoft Teams
Tax Management Strategies Webinar with SPE
Please join us for our upcoming webinar "Tax Management Strategies"
January 15, 2025
6:00p - 7:30p
The Slate at Cole Clubhouse
Smart Planning for Life Milestones
Because financial wisdom wasn’t part of the curriculum! Let's be honest - most of us weren't taught financial planning in school. We've had to piece together our knowledge through trial and error, advice from family, and sometimes costly mistakes. If you've ever felt overwhelmed by money, you are not alone!
December 4, 2024
12:00p - 1:00p
Online using Microsoft Teams
Managing Your Finances During the Holidays Webinar with SPE
Please join us for our upcoming webinar "Managing Your Finances During the Holidays." We'll be answering some of your most pressing questions on how your finance choices add up.
August 7, 2024
12:00p - 1:00p
Online using Microsoft Teams
Understanding Your 401k with SPE
Please join us for our upcoming webinar Understanding Your 401k
June 12, 2024
12:00p - 1:00p
Online using Microsoft Teams
The Sandwich Generation Webinar with SPE
Please join us for our upcoming webinar "The Sandwich Generation"
March 20, 2024
12:00p - 1:00p
Online using Microsoft Teams
State of the Markets with SPE
Please join us for our upcoming State of the Markets webinar!
June 15, 2023
5:30p - 7:30p
Top Golf Dallas
Top Golf Summer Celebration
Let's get back to the fun! We would love to kick off summer and celebrate with you at Top Golf Dallas! Indulge in a round (or several) of golf and drinks, the U.S. Open will be on the TVs and hors d'oeuvres will be served.
March 29, 2023
12:00p - 1:00p
Apeiron Planning Partners
Secure Act 2.0 with SPE
Please join us for our upcoming webinar Secure Act 2.0. We'll be answering some of your most pressing questions on how the new Secure Act 2.0 affects you!
November 30, 2022
12:00p - 1:00p
Online using Microsoft Teams
Managing Your Finances During the Holidays Webinar with SPE
Please join us for our upcoming webinar "Managing Your Finances During the Holidays." We'll be answering some of your most pressing questions on how your finance choices add up.
August 31, 2022
12:00p - 1:00p
Online using Microsoft Teams
June 8, 2022
12:00p - 1:00p
Online using Microsoft Teams
All Things Medicare
Please join us for our upcoming webinar "All Things Medicare"
March 2, 2022
12:00p - 1:00p
Online using Microsoft Teams
Goal Setting Webinar with SPE
Please join us for our upcoming webinar "Goal Setting"
December 15, 2021
12:00p - 1:00p
Online using Microsoft Teams
The Sandwich Generation Webinar with SPE
Please join us for our upcoming webinar "The Sandwich Generation"
October 6, 2021
12:00p - 1:00p
Online using Microsoft Teams
Tax Management Strategies Webinar with SPE
Please join us for our upcoming webinar "Tax Management Strategies"
June 30, 2021
12:00p - 1:00p
Online using Microsoft Teams
5 Smart Investing Strategies with SPE
5 Smart Investing Strategies
March 30, 2021
10:00a - 11:00a
Online using Microsoft Teams
Your 403b Enrollment with Shoreline City
Please join us for our upcoming webinar Your 403B Enrollment!