Firm Newsletter

Second Quarter 2019

We will host our next Social Security Workshop on Thursday, May 23rd at 10AM.  Elaine Simmons will return as our guest speaker.  For over 35 years, she has worked all technical levels at the Social Security Administration.  Using true-life stories, Elaine will entertain us while explaining complex Social Security laws in a format that is easily understood by all.  To reserve your seat, call us at 713-629-1534.

CORRECTION: Our Annual Houston Asset Management Charity Golf Tournament is scheduled for Friday, November 8that WildCat Golf Club.  Invitations will go out early October.  This tournament helps raise scholarship funds for the Houston Asset Management Charitable Foundation.  In which, we just awarded Jill Bohnet from Conroe ISD a $10,000 scholarship this year from 37 applicants from Houston area school districts.  Our goal is to award another $10,000 scholarship to a deserving high school senior pursuing a business related degree next year. For more information on this scholarship, please visit our website: www.houstonassetmgmt.com/news-info/scholarship-info.  If you would like to contribute to this 501(c)(3) charitable foundation, please call us at 713-629-1534.

Congratulations to Houston Asset Management staff members celebrating anniversaries.   In April, Happy 8th Anniversary to Bob Hampton, Rich Welsh, Jacque Turner and Evelin Valenzuela. Happy 1st Anniversary to Kevin in May.  Lastly, congratulations to our June anniversaries, Bob Frater on his 36th anniversary and Denise celebrates her 3rd.

Our office will be closed for Memorial Day on May 27th.

 

First Quarter 2019

We are currently planning these events for 2019, please look out for more details to come:

  • Social Security Workshop: Thursday May 23rd at 10AM
  • Medicare Q&A in September TBA
  • Annual Golf Tournament: Friday October 18th at 8AM 

Houston Asset Management Charitable Foundation expects to award another scholarship this spring to a Houston area high school senior.  The application window for the scholarship is open and will close on March 31st.  For more information on this scholarship, please visit our website: www.houstonassetmgmt.com/news-info/scholarship-info.  If you would like to contribute to this 501(c)(3) charitable foundation, please call us at 713-629-1534. 

In February, we welcomed Joshua Garcia to our team.  He is a Texas Tech graduate with a BS in Personal Financial Planning.  Josh will be our new Case Designer, helping our Advisors with Financial Planning and Account Reviews.   

Congratulations to Houston Asset Management staff members celebrating anniversaries this quarter: Karen Lampe – 12 Years, Shannon Ruiz – 10 Years, LaToya Green – 4 years and Lizette – 4 years.

 

To view past issues, please click on the month below.

November / December 2018

September / October 2018

May / June 2018

January / February 2018

Contact Us

HOUSTON ASSET MANAGEMENT, INC
1800 West Loop South, Suite 1980
Houston, Texas 77027-3210

(713) 629-1534
(800) 720-PLAN (7526)
Fax: (713) 629-0705