The Wealth Collective Brunch: Houston's Exclusive Wealth-Building

Are you tired of working hard but not seeing your wealth grow the way it should?

The Wealth Collective Brunch brings together Houston's business owners, professionals, and ambitious individuals who understand that building wealth requires both a solid financial plan AND smart tax strategy to protect what you've worked so hard to create.

This isn't your typical financial seminar. This is an exclusive gathering designed for people who are serious about creating a comprehensive financial plan and implementing tax strategies that protect and accelerate their wealth - whether you're just starting to build or already have assets to protect.

🍾 Premium Brunch Experience - Enjoy an elevated dining experience while connecting with like-minded wealth builders

💰 Key Wealth Strategies Preview - Get a taste of the proven frameworks successful people use to build and protect their wealth

🛡️ Essential Tax Protection Insights - Discover the foundational strategies that can save you thousands (detailed implementation available through our services)

🤝 Strategic Networking - Connect with other business builders who understand the importance of proper planning

📈 Your Next Steps Roadmap - Leave knowing exactly what you need to focus on next (and how we can help you implement it)

Bridgett Dickey Certified Financial Planner, Dickey Financial Services & Wealth Management Firm Rice University CFP Graduate | Goldman Sachs 10,000 Small Businesses Graduate

Tamanisha Casey Mayberry Tax Strategist, TMC Consulting Group Inc. Goldman Sachs 10,000 Small Businesses Graduate

"I am impressed and grateful. Bridgett seems very confident and knowledgeable. It is my hope to build strong relationships within the structure she has explained today. I believe that I am going to be very influential, trustworthy and prosperous as a business owner/financial strategist/consultant, with the help of Bridgett and the other partners. Be well. Thank you for the opportunity." - Sam Foster

When: Saturday, September13th, 2025

Time: 11:00 AM - 1:00 PM (VIP Mastermind starts at 10:00 AM)

Where: Houston, TX

Dress Code: Business Casual

Parking: Complimentary valet available

• Foundation-level wealth building and tax strategies
• Key insights to get you started on the right path
• Clear identification of what you need to focus on next
• Understanding of how proper planning and tax strategy work together
• Direct access to ask questions about your specific situation

Important: This event provides foundational strategies and identifies opportunities. Detailed implementation and personalized planning is available through our one-on-one services.

General Admissions - $125

✅ Event entry and premium brunch meal

✅ Key financial planning insights (foundation-level strategies)

✅ Essential tax protection concepts

✅ Networking with fellow business builders

✅ Take-home starter resources

✅ Clear roadmap of what you need next

✅ Complimentary 15-minute strategy call to discuss implementation

Total Value: $250 - You Save $125!

VIP Experience- $250

✅ Event entry and premium brunch meal

✅ Everything in General Admission PLUS:

✅ Exclusive 1-Hour VIP Mastermind Session (10-11 AM - before brunch)

✅ "Building Wealth & Creating Your Financial Vision + Tax Protection Plan" intensive workshop

✅ Electronic swag bag with exclusive planning tools

✅ Tax Strategy eBook (digital download)

✅ Priority seating and direct access to both experts

✅ Extended Q&A for your specific situation

✅ Priority booking for follow-up consultations

Total Value: $700 - You Save $500! MOST POPULAR CHOICE

Organizer Name: Dickey Financial Services & Wealth Management Firm

Organizer Description: Comprehensive financial planning and wealth management services for business owners and individuals. Led by Certified Financial Planner Bridgett Dickey, Rice University CFP Graduate and Goldman Sachs 10,000 Small Businesses Graduate.

Contact Email: [email protected] Phone: (832) 493- 5849

Website: www.dickeyfinancialfirm.com

Limited Seating Available

This intimate experience is limited to ensure personalized attention and actionable strategies for your specific situation. Whether you’re building wealth or protecting what you’ve already created, secure your spot today.

Host or Publisher Dickey Financial Wealth and Management Firm