Avoid the Top Estate
Planning Mistakes
Hosted by Pinnacle Investment Advisors, LLC
Enjoy a complimentary dinner while discovering how to avoid common mistakes when building your estate plan.
Plan with Confidence: A Public Event with Pinnacle Investment Advisors
Join us for a complimentary Workshop and Learn How Enhanced Planning Can Help Protect What You Care About Most
WHAT YOU'LL LEARN:
THINGS TO NOTE:
Currently, there are no scheduled events. Stay tuned for updates or sign up to receive notifications about upcoming seminars.
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Steve Temple is a Registered Investment Advisor Representative with LoneStar Wealth Management, bringing over 28 years of experience in the financial services industry. Steve is also the host of the weekly Temple Talk Radio show, where he shares financial insights and practical guidance in a relatable, down-to-earth way for his audience. Specializing in working with retirees and those approaching retirement, Steve is known for his consultative approach—comparing multiple strategies to identify the path that best aligns with each client’s goals. Having guided hundreds of families, he excels at simplifying complex financial matters into clear, actionable strategies designed to provide long-term stability and peace of mind.
It is Steve’s mission to ensure every client sees true value in the planning process—utilizing a structured, state-of-the-art approach that empowers them to compare options and confidently choose the strategy that delivers their desired outcome.
Michael Jon Byers is President & Founder of LoneStar Wealth Management & LoneStar Registered Investment Advisors, PLLC. Michael is co-author of the book, “Planning a Secure Retirement”, & hosted a radio talk-show for seven years called “The Money Talk Show”, providing financial planning tips and instructions. He has additionally aired on Fox News on numerous occasions as a financial analyst. Coupled with over 22 years of experience, Michael excels at translating complex financial matters into understood dialect for readers & audiences around the country. It is Michael’s mission to educate & equip everyone for the financial life of their dreams, while avoiding the volatility of the greater economy. As the proud son of an Army Veteran, Michael grew up in Korea, Okinawa Japan, Germany & the United States. While growing his financial practice, he is also an involved parent alongside his wife Sarah, raising seven wonderful children; Kimberlee, Ethan, Caden, Bri, Sky, Seth, & baby Jon.