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Events for Investors

Stay connected with exclusive educational events.

Upcoming Events

We’re working on bringing you engaging opportunities to connect, learn, and grow.

Past Events

Planning for Healthcare in Retirement

August 20, 2025

Join us for the Surgeon’s Wealth Summit partnering with Creative Planning.
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Fireside Chat with 10Squared

June 17, 2025

Register to Watch Now! 
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TexMed 2025

“Ask the Expert” Lunch & Learn: Financial Wellness for Physicians

May 10, 2025

Texas Medical Association Annual Conference “Ask the Expert” Lunch & Learn
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Surgeons Wealth Summit - Apta Investment Group

6 Estate Planning Myths to Ignore

March 26, 2025

Join us for the Surgeon’s Wealth Summit partnering with Creative Planning.
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Surgeons Wealth Summit - Apta Investment Group

What to Expect in 2025: Tax Changes and More

January 22, 2025

Join us for the Surgeon’s Wealth Summit partnering with Creative Planning.
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