Our Events

Margarita Meet & Greet with Rick Wedell 2023
What a great evening at our meet and greet with Rick Wedell in Fort Worth. It was nice to catch up with our Fort Worth area clients and friends and enjoy dinner at Joe T. Garcia's restaurant. Our CIO, Rick Wedell gave a brief market update and answered client questions and/or concerns. It was an evening of great discussions, fellowship and laughs! We are always thankful for these opportunities to mingle with our clients.

WFA Sponsors Yoga Farm Fest for Third Year in a Row
WFA was a proud sponsor of Yoga Fest for the 3rd year! Yoga Fest is an inspirational weekend filled with yoga, meditation, hula hooping, live music, farm-to-table food, acupuncture, massage, and more – taking place in a beautiful outdoor setting at the Sample Farm. Health and Wealth are interchangeable. In the beginning of life, you put your health at risk to gain wealth. At the end of life, you must spend your wealth on your health. At WFA - Plan Invest Inspire, we believe both are equally important throughout your entire life.

Living Financially Fearless Happy Hour
Our Women Living Financially Fearless event was an empowering gathering at the Shreveport Yacht Club. This event aimed to inspire and educate women about financial independence, providing them with the tools and knowledge to take control of their financial well-being. We had amazing discussion lead by our panel, Julia Todd, Karen Barefield, and Chris Wedell. We hope all the attendees left feeling motivated, empowered, and equipped with new knowledge and resources!

Lunch at the Lake with Rick Wedell
We had an incredible afternoon by the lake at the Shreveport Yacht Club, while our CIO Rick Wedell shared invaluable insights on various financial topics. Thank you to everyone who attended and made this event a success! Stay tuned for more events aimed at empowering you with the knowledge and tools to achieve your financial goals.

WFA Sponsors Yoga Farm Fest for Second Year in a Row
Yoga Farm Fest is a two day-long celebration of yoga, health and wellness, with food vendors, live music, kids' activities and more. WFA is a proud to sponsor of Yoga Farm Fest because we believe a healthy lifestyle fosters optimal financial well-being. By focusing on mind, body, and spirit, people live longer and happier lives. This leads to greater wealth and abundance in all areas of life—especially when you consider the fact that health equals happiness equals wealth.

An Evening at the Lake with Rick Wedell
We enjoyed another educational dinner with Rick Wedell at the Shreveport Yacht Club in November 2022! Rick gave us a market update and we mingled with great clients and friends. The Shreveport Yacht club was the perfect venue with beautiful views, wonderful staff and fantastic food. We look forward to hosting more Rick events for our clients in 2023.

Margarita Meet & Greet with Rick Wedell 2022
We had an amazing time meeting with all our wonderful clients in Fort Worth. This was the first time many of our Fort Worth clients were able to meet our Shreveport advisors and team. We enjoyed dinner at the famous Joe T. Garcia’s restaurant as our CIO, Rick Wedell gave a market update and our advisors answered client questions. We will continue to find ways to meet, answer questions, and have discussions to better serve our clients! We are thankful for these opportunities!

WFA 2nd Annual Toy Drive
The WFA 2nd Annual Toy Drive was a HUGE success! We were able to double donations from last year for Common Ground Community! BIG THANK YOU to everyone who donated gifts or stopped by The Pink House to celebrate and enjoy the holidays with us! Let’s keep that spirit of giving, hope, joy and love all year long.