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Live Virtual Session
Securing Your Future: Turning Success Into a Lasting Family Legacy
July 22, 2026
Zoom Live Session | 1 PM CST
1 CPE Hour
Success is built decision by decision, and so is a legacy. Join the team at LGT Financial Advisors for a practical conversation about how executives and business owners can be more intentional with their wealth, from compensation and equity strategy to retirement planning and funding the next generation.

Dealerships
43rd Controllers' Roundtable
October 22-23, 2026
Mokara Hotel & Spa, San Antonio, TX
12 CPE Hours
The Controllers’ Roundtable (CRT) is designed for dealership controllers, CFOs, and office managers seeking timely insight into the issues impacting dealerships today. Hosted by LGT’s Dealer Services Group, this two-day event brings together leaders from across Texas for focused discussions, shared experiences, and practical strategies that can be applied immediately. With 50–60 attendees, CRT offers a valuable opportunity to exchange ideas, strengthen professional connections, and gain perspective beyond your own dealership.
