Dallas March Round Table: Build, Protect & Grow Your Wealth (In-Person)
Schedule
Sat Mar 28 2026 at 03:00 pm to 06:00 pm
UTC-05:00Location
Granite Place at Southlake Town Square | Southlake, TX
About this Event
Make money — and make it work for you.
If you’re earning income but unsure how to structure, protect, and grow it strategically, this session is for you.
Join Delta Financial & Trust for an exclusive in-person round table designed to help individuals and business owners take control of their financial future.
What You’ll Learn
In this powerful session, we’ll break down:
✔ How to use Trusts & Trust Funds to protect your assets
✔ Smart strategies for protecting your business and income
✔ How Executive Bonus Plans can build long-term wealth
✔ Proven retirement strategies for financial security
✔ How to create generational wealth for your children
Who Should Attend
This event is ideal for:
- Business owners
- Working professionals
- Families building long-term wealth
- Individuals interested in estate planning
- Anyone serious about financial growth and protection
Why This Matters
Most people focus on making money…
But very few know how to protect it, structure it, and pass it on.
This is where strategy changes everything.
What You’ll Gain
- Clarity on your financial structure
- Real strategies (not theory)
- Access to expert guidance
- Opportunity to ask questions directly
Reserve Your Seat
Seats are limited to ensure a high-value, interactive experience.
👉 Secure your spot now.
Where is it happening?
Granite Place at Southlake Town Square, 550 Reserve Street, Southlake, United StatesEvent Location & Nearby Stays:
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