Events
Join us for our upcoming events! Click on each event title to learn more about the details, including locations, topics, and how to register. We offer a range of sessions designed to provide valuable insights and strategies, whether you’re a professional, business owner, or planning for retirement. Don’t miss these opportunities to connect, learn, and grow!
Upcoming Events
August 18, 2026
5:30p - 6:30p
Webinar - link will be sent to you before the event
Seize Today. Secure Tomorrow. A Guide to Social Security Webinar
Learn how Social Security works and the decisions that can affect your retirement income. Join D. Gates Wealth Management and Transamerica for an educational webinar covering benefit calculations, claiming strategies, spousal benefits, and more to help you make informed retirement planning decisions.
Past Events
July 30, 2026
5:30p - 6:30p
Online via Zoom. A link to the Zoom will be emailed to you before the event.
Online Workshop - Raising Financially Confident Young Adults
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
April 23, 2026
6:00p - 7:00p
Online Webinar
Spring Webinar: Live Q&A with Danielle Gates and Terry Schnare - 6 PM
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The opinions voiced in this webinar are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risks, including potential loss of principle. Any economic forecasts set forth may not develop as predicted and are subject to change.
April 23, 2026
2:00p - 3:00p
Online Webinar
Spring Webinar: Live Q&A with Danielle Gates and Terry Schnare - 2 PM
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The opinions voiced in this webinar are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risks, including potential loss of principle. Any economic forecasts set forth may not develop as predicted and are subject to change.
November 20, 2025
6:00p - 7:00p
Virtual Webinar
November 18, 2025
6:00p - 7:00p
Babcock Ranch
July 23, 2025
4:00p - 5:00p
Webinar
April 30, 2025
6:00p - 8:00p
D Gates Wealth Management
April 3, 2025
6:00p - 8:00p
Virtual Webinar
January 25, 2025
11:15a - 1:00p
Babcock Ranch Eco Tour
December 25, 2024
8:00a - 10:00a
Dr. Piper Center
November 6, 2024
6:00p - 8:00p
Mission Barbeque
November 1, 2024 - December 12, 2024
9:00a - 5:00p
D. Gates Wealth Management
October 17, 2024
6:30p - 7:30p
Virtual Event
October 5, 2024
11:15a - 1:30p
Babcock Ranch Eco Tour
July 31, 2024
4:00p - 5:00p
Virtual Webinar