Branching Out Events
Education, good conversation, and the occasional happy hour. These gatherings are for investors who want to learn, connect, and think more clearly about their money — no sales pitch, no pressure.
What's coming up
Markets 101: Reading Trends Without the Noise
A beginner-friendly walkthrough of how to read market trends, what charts actually tell you, and how to tune out the financial media noise that leads most investors astray.
Income Investing Happy Hour
A casual evening for investors who want to talk passive income strategies over a cold drink. No slides, no pitch — just good conversation about building income from your portfolio.
Year-End Portfolio Review: What to Do Before December 31
Walk through the key moves to consider before year-end — tax-loss harvesting, rebalancing, income positioning, and setting yourself up for a strong start to 2027.
Real talk about markets and money
Branching Out Events are small, intentional gatherings — not webinars, not seminars with a pitch at the end. They're a chance to learn something useful, ask questions you'd feel awkward asking a financial advisor, and meet other people who take their finances seriously.
Adam leads every event personally. Whether it's a workshop on reading market trends or a casual happy hour, the goal is the same: leave knowing something you didn't before.
Get on the invite listIn-person in Austin & Round Rock
Small groups — 10 to 30 people
Educational, not a sales pitch
Casual atmosphere, real conversation
Past events
A look back at what we've covered.
The Three Tiers of Investment Income
July 2026Bear Markets: What History Tells Us
May 2026Spring Investor Social — Austin
April 2026Want to know when the next event is?
Drop Adam a note and he'll make sure you're on the list.