Join us for
Upcoming Events
List of Services
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Happy Hour with TBD: March 7
Join us for a Happy Hour on March 7 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: March 10
Join us for a Happy Hour on March 10 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 Tax Mitigation Strategies: March 11-13
Hate paying Taxes? Join our Tax Mitigation Strategies session to gain valuable insight into effective tax-saving strategies. Learn practical tips to optimize your tax approach, maximize deductions, and optimizing investments to reduce overall tax burdens. With classes at 2pm, 4pm, and 6pm on March 11 - 13, 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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March Madness Happy Hours: March 20-21
Join us for basketball filled day of March Madness with the Ankerstar Wealth team! Enjoy refreshing beverages and exciting basketball 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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Grand Opening!! March 22
Happy to announce the official grand opening of the Ankerstar Family Office Building.
** SPECIAL INVITE ONLY **
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Happy Hour with TBD: March 24
Join us for a Happy Hour on March 24 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 the Social Security Fairness Act: March 25-27
Join us for an informative session on the Social Security Fairness Act, where we’ll explore its potential impact on your benefits. This legislation aims to ensure fairer treatment for millions of workers, allowing them to receive the full Social Security benefits they’ve earned. With classes at 2pm, 4pm, and 6pm on March 25 - 27, 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 4
Join us for a Happy Hour on April 4 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: April 10
Join us for a Happy Hour on April 10 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: April 14
Join us for a Happy Hour on April 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 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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Happy Hour with TBD: May 2
Join us for a Happy Hour on May 2 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 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 TBD: May 22-24
Join us for informative classroom sessions on a wealth management adjacent subject, where we’ll explore the subject through a lens which helps you understand your wealth better. 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 TBD: June 17-19
Join us for informative classroom sessions on a wealth management adjacent subject, where we’ll explore the subject through a lens which helps you understand your wealth better. 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 TBD: June 26-28
Join us for informative classroom sessions on a wealth management adjacent subject, where we’ll explore the subject through a lens which helps you understand your wealth better. 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 TBD: July 15-17
Join us for informative classroom sessions on a wealth management adjacent subject, where we’ll explore the subject through a lens which helps you understand your wealth better. 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 TBD: July 22-24
Join us for informative classroom sessions on a wealth management adjacent subject, where we’ll explore the subject through a lens which helps you understand your wealth better. 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.