Branching Out Events

Education, Community, and the Markets — Come Join Us

Red Oak Financial Asset Management hosts free community events throughout the year. Come learn, ask questions, and connect with our team in person.

Come Join Us!

Our Branching Out Events are designed to be fun, entertaining, sometimes competitive and always a pleasant experience — no sales pitch, no pressure. Just different ways we can serve.

October 16, 2026

11:00 AM – 1:00 PM

Education

The Good, The Bad and The Ugly: Crypto Currency

Enjoy a meal on us and join us for an informative and engaging luncheon as we explore the opportunities, risk and realities of cryptocurrency. We will have Connor Sweet from Grayscale Investments giving a brief presentation about Cryptocurrency and then he will hang out to answer questions. We hope to see you and a friend there! Seats are limited so please Register using the button provided.

Saltgrass Steak House2300 N Interstate Hwy 35 Round Rock, TX 78681

October 20th, 2026

6:00 PM – 8:00 PM

Education

Retirement Dinner & Movie Event: The Retirement Everest

Please join Pamela Krbec as she presents the Retirement Everest Movie. This isn't a typical financial seminar. You'll enjoy a complimentary meal while watching Retirement Everest - a powerful documentary featuring REAL RETIREES who discovered they could spend more than they ever imagined....with complete confidence they'll never run out. Please arrive at 6:00 PM to ensure seats are found and food is received. The movie will start promptly at 6:30 PM. You’ll travel with the producers of the film to Kathmandu, Nepal, and Mount Everest. This powerful film reveals the treacherous stretch of retirement, Nobel Prize-winning economist bill Sharpe calls, "the hardest financial puzzle in the world." You’ll see incredible footage and real stories of people who have nearly died on the descent of Mount Everest, and how that directly applies to the challenges and dangers you face in retirement. Better yet, you’ll see how people have addressed those dangers to enjoy retirement success. Why This Movie Matters: You've probably heard countless retirement strategies, but this film reveals something different. Just like on Mount Everest, the real danger isn't the climb up — it's navigating the descent safely. The footage captured at Everest Base Camp will take your breath away, and the insights may change how you think about your financial future. Registration Link to Come! *Interested in attending before the registration link is available, please let us know by using the Register Now button provided.ment

Flix Brewhouse2200 S I-35 Frontage Rd B1, Round Rock, TX 78681

October 20th, 2026

6:00 PM – 7:30 PM

Education

Social Security Seminar

Join Steve Straseske for a free educational seminar about Social Security. Learn how to maximize your Social Security benefits, understand the impact of timing your claim, and get answers to your most pressing questions from our team. Attendance will provide a free Social Security Strategy Meeting with Steve. Registration Link to Come! *Interested in attending before the registration link is available, please let us know by using the Register Now button provided.

Round Rock Public Library216 E Main St, Round Rock, TX 78664

October 22nd, 2026

6:00 PM – 8:00 PM

Education

Retirement Dinner & Movie Event: The Retirement Everest

Please join Pamela Krbec as she presents the Retirement Everest Movie. This isn't a typical financial seminar. You'll enjoy a complimentary meal while watching Retirement Everest - a powerful documentary featuring REAL RETIREES who discovered they could spend more than they ever imagined....with complete confidence they'll never run out. Please arrive at 6:00 PM to ensure seats are found and food is received. The movie will start promptly at 6:30 PM. You'll travel with the producers of the film to Kathmandu, Nepal, and Mount Everest. This powerful film reveals the treacherous stretch of retirement, Nobel Prize-winning economist bill Sharpe calls, "the hardest financial puzzle in the world." You'll see incredible footage and real stories of people who have nearly died on the descent of Mount Everest, and how that directly applies to the challenges and dangers you face in retirement. Better yet, you'll see how people have addressed those dangers to enjoy retirement success. Why This Movie Matters: You've probably heard countless retirement strategies, but this film reveals something different. Just like on Mount Everest, the real danger isn't the climb up — it's navigating the descent safely. The footage captured at Everest Base Camp will take your breath away, and the insights may change how you think about your financial future. Registration Link to Come! *Interested in attending before the registration link is available, please let us know by using the Register Now button provided.

Flix Brewhouse2200 S I-35 Frontage Rd B1, Round Rock, TX 78681

October 22nd, 2026

6:00 PM – 7:30 PM

Education

Social Security Seminar

Round Rock Public Library216 E Main St, Round Rock, TX 78664

November 10, 2026

6:30 PM (Arrival 6:00–6:15 PM)

Education

Roth Conversion Workshop & Dinner — The 0% Tax Strategy

The ZERO Percent Tax Strategy Workshop: Ways to Reduce the IRS's Share of Your Retirement Accounts At this workshop, you'll discover the Roth Conversion Process and how to: • Reduce potential future tax burdens • Create a stream of guaranteed, tax-free income for life • Strategically manage Required Minimum Distributions (RMDs) • Help safeguard your retirement assets from market volatility This timely event will provide valuable insights to help you secure your financial future and protect your lifestyle in retirement. Registration Link to Come! *Interested in attending before the registration link is available, please let us know by using the Register Now button provided.

Flix Brewhouse2200 S I-35 Frontage Rd B1, Round Rock, TX 78681

November 12, 2026

6:30 PM (Arrival 6:00–6:15 PM)

Education

Roth Conversion Workshop & Dinner — The 0% Tax Strategy

The ZERO Percent Tax Strategy Workshop: Ways to Reduce the IRS's Share of Your Retirement Accounts At this workshop, you'll discover the Roth Conversion Process and how to: • Reduce potential future tax burdens • Create a stream of guaranteed, tax-free income for life • Strategically manage Required Minimum Distributions (RMDs) • Help safeguard your retirement assets from market volatility This timely event will provide valuable insights to help you secure your financial future and protect your lifestyle in retirement. Registeration Link to Come! *Interested in attending before the registration link is available, please let us know by using the Register Now button provided.

Flix Brewhouse2200 S I-35 Frontage Rd B1, Round Rock, TX 78681

November 12, 2026

6:00 PM – 7:30 PM

Education

Social Security Seminar

Round Rock Public Library216 E Main St, Round Rock, TX 78664

December 8th, 2026

6:00 PM – 8:00 PM

Education

Retirement Dinner & Movie Event: The Retirement Everest

Please join Pamela Krbec as she presents the Retirement Everest Movie. This isn't a typical financial seminar. You'll enjoy a complimentary meal while watching Retirement Everest - a powerful documentary featuring REAL RETIREES who discovered they could spend more than they ever imagined....with complete confidence they'll never run out. Please arrive at 6:00 PM to ensure seats are found and food is received. The movie will start promptly at 6:30 PM. You'll travel with the producers of the film to Kathmandu, Nepal, and Mount Everest. This powerful film reveals the treacherous stretch of retirement, Nobel Prize-winning economist bill Sharpe calls, "the hardest financial puzzle in the world." You'll see incredible footage and real stories of people who have nearly died on the descent of Mount Everest, and how that directly applies to the challenges and dangers you face in retirement. Better yet, you'll see how people have addressed those dangers to enjoy retirement success. Why This Movie Matters: You've probably heard countless retirement strategies, but this film reveals something different. Just like on Mount Everest, the real danger isn't the climb up — it's navigating the descent safely. The footage captured at Everest Base Camp will take your breath away, and the insights may change how you think about your financial future. Registration Link to Come! *Interested in attending before the registration link is available, please let us know by using the Register Now button provided.

Flix Brewhouse2200 S I-35 Frontage Rd B1, Round Rock, TX 78681

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