Join us for
Upcoming Events
List of Services
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Client Appreciation Happy Hour: April 4
Join us for a special Client Appreciation Happy Hour on April 4 from 4:30-6:30 PM. Please come out and enjoy refreshing beverages, great conversation and gratitude for your continued partnership.
RSVP HERE!
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Happy Hour with Buchanan Capital Partners: April 10
Join us for a Happy Hour on April 10 from 4:30-6:30 PM sponsored by Buchanan Capital Partners. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.
RSVP HERE!
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Happy Hour with S2K Investments: April 14
Join us for a Happy Hour on April 14 from 4:30-6:30 PM sponsored by S2K. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.
RSVP HERE!
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Classroom Sessions on Retirement Income Planning: April 15-17
In our retirement income planning classroom sessions, we’ll present strategies for ensuring a reliable income throughout retirement. By focusing on risk management and tax efficiency, you can learn how to optimize your financial resources for long-term security. With classes at 2pm, 4pm, and 6pm on April 15-17, you'll gain valuable insights into managing your finances for a secure future.
RSVP TO YOUR DESIRED SESSION BY CLICKING ON THIS EVENT
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Happy Hour with TBD: April 21
Join us for a Happy Hour on April 21 from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.
RSVP HERE!
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Classroom Sessions on Legacy & Transition - Navigating Your Financial Advisor's Retirement: April 22-24
Is Your Advisor Retiring Soon? Plan ahead for the next 5 years. As your trusted advisor prepares for retirement, our firm would love the opportunity to offer you personalized financial guidance to help you navigate this upcoming change with confidence. Let us assist you in finding the right expert to continue supporting your goals, ensuring a smooth and secure future.With classes at 2pm, 4pm, and 6pm on April 19-21, you'll gain valuable insights into managing your finances for a secure future.
RSVP TO YOUR DESIRED SESSION BY CLICKING ON THIS EVENT
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Private Happy Hour - Cactus Ranch: April 25
Join us for an exclusive Happy Hour, hosted just for Cactus Ranch! Come unwind and enjoy some drinks with your colleagues. Looking forward to seeing you there!
RSVP HERE!
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Happy Hour with Texas Capital: May 2
Join us for a Happy Hour on May 2 from 4:30-6:30 PM sponsored by Texas Capital. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.
RSVP HERE!
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Happy Hour with Grayscale: May 5
Join us for a Happy Hour on May 5 from 4:30-6:30 PM sponsored by Grayscale. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.
RSVP HERE!
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Classroom Sessions on Saving & Investing for College: May 6-8
Join our class to learn effective strategies for saving and investing to fund your college education. We’ll cover practical tips on building a savings plan, maximizing investment opportunities, and preparing financially for the cost of higher education. With classes at 2pm, 4pm, and 6pm on May 6-8, you'll gain valuable insights into managing your finances for a secure future.
RSVP TO YOUR DESIRED SESSION BY CLICKING ON THIS EVENT
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Happy Hour with TBD: May 16
Join us for a Happy Hour on May 16 from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.
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Happy Hour with TBD: May 19
Join us for a Happy Hour on May 19 from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.
RSVP HERE!
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Classroom Sessions on Financial Planning Basics: May 22-24
Our class on financial planning basics will introduce you to key concepts for managing your money and securing your financial future. You'll learn how to budget, save, invest, and make informed decisions to achieve your financial goals. With classes at 2pm, 4pm, and 6pm on May 22-24, you'll gain valuable insights into managing your finances for a secure future.
RSVP TO YOUR DESIRED SESSION BY CLICKING ON THIS EVENT
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Happy Hour with TBD: June 13
Join us for a Happy Hour on June 13 from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.
RSVP HERE!
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Happy Hour with Bitwise: June 16
Join us for a Happy Hour on June 16 from 4:30-6:30 PM sponsored by Bitwise. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.
RSVP HERE!
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Classroom Sessions on Estate Planning Basics: June 17-19
Join our estate planning basics class to understand the essential steps in protecting your assets and ensuring your wishes are carried out. We’ll cover wills, trusts, power of attorney, and other key tools to help you create a solid plan for the future. With classes at 2pm, 4pm, and 6pm on June 17-19, you'll gain valuable insights into managing your finances for a secure future.
RSVP TO YOUR DESIRED SESSION BY CLICKING ON THIS EVENT
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Classroom Sessions on Advanced Estate Planning: June 26-28
JOur advanced estate planning class dives deeper into complex strategies for preserving wealth and minimizing taxes across generations. You’ll learn about trusts, charitable giving, and other advanced tools to enhance your estate plan and safeguard your legacy. With classes at 2pm, 4pm, and 6pm on June 26-28, you'll gain valuable insights into managing your finances for a secure future.
RSVP TO YOUR DESIRED SESSION BY CLICKING ON THIS EVENT
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Happy Hour with TBD: July 11
Join us for a Happy Hour on July 11 from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.
RSVP HERE!
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Happy Hour with TBD: July 14
Join us for a Happy Hour on July 14 from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.
RSVP HERE!
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Classroom Sessions on Portfolio Construction Basics: July 15-17
In our portfolio construction basics class, you'll learn how to build a well-diversified investment portfolio that aligns with your financial goals. We’ll cover essential concepts like asset allocation, risk management, and selecting investments to help you create a solid foundation for long-term growth. With classes at 2pm, 4pm, and 6pm on July 15-17, you'll gain valuable insights into managing your finances for a secure future.
RSVP TO YOUR DESIRED SESSION BY CLICKING ON THIS EVENT
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Happy Hour with TBD: July 21
Join us for a Happy Hour on July 21 from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.
RSVP HERE!
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Classroom Sessions on Investing in Real Estate: July 22-24
Our class on investing in real estate will introduce you to the fundamentals of property investment, from evaluating potential properties to understanding market trends. You’ll learn key strategies for generating passive income, managing risks, and building long-term wealth through real estate investments. With classes at 2pm, 4pm, and 6pm on July 22-24, you'll gain valuable insights into managing your finances for a secure future.
RSVP TO YOUR DESIRED SESSION BY CLICKING ON THIS EVENT
Contact Us
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Get In Touch
E: VIPservices@AnkerstarWealth.com
P: 512-614-0085
A: 3835 CR 175, Unit #840
Leander, TX 78641 (By Appointment Only)
Ankerstar Wealth, LLC is a Registered Investment Advisor with FINRA and the state of Texas, Arizona, Louisiana, Georgia, Florida, California, Ohio, Alabama and Nevada that specializes in fee-only financial planning and fee-only wealth management. Mr. Ankerstar, Mr. Younkman, Mr. Verrico, Mr. Hanson, Mr. Chisum and Mr. Hinkle hold a Series 65 license with FINRA. More disclosure information is available at https://brokercheck.finra.org/. The contents of this email should not be considered personal advice unless under contract with Ankerstar Wealth, LLC. Since each individual’s situation is unique, your specific situation should be reviewed by a qualified tax, legal, and/or investment professional before making decisions. The information provided in this email may not be comprehensive nor appropriate for every individual. You are strongly cautioned to perform your own due diligence before making any personal, financial, or business decision. Do not rely solely on this email for making investment decisions. Nothing in this email is an endorsement of any products or securities. All investments involve risk. Past performance does not guarantee future results.