We'd love for you to join us for an upcoming CFA Society Dallas/Fort Worth lunch event at the Charles Schwab headquarters in Westlake on October 27, 2025. This will be a relaxed yet valuable opportunity to connect with fellow members, share thoughts, and enjoy some good food and company.
You'll hear from Jason M. Butler, CFP®, PFS™, Director, Senior Relationship Manager, Schwab Advisor Family Office, and gain actionable insights into the latest family office trends. This session is designed to give you practical takeaways you can apply immediately — helping you stay informed, relevant, and competitive in a rapidly evolving space.
It's a great chance to step away from your routine, network, and strengthen our community.
Click here to register.
*Please note event times could be subject to change. We will keep everyone informed on details as registration becomes available.