Deborah Stravis, CFP, and Samir Sinha, CFA, will share a presentation with Shell Alumni: “Unlocking Financial Opportunities in 2026: Where New Rules Meet New Markets”. This free presentation will be held on March 3rd from 1:00 PM to 2:00 PM. The seminar can be attended virtually or in person at the Stavis location where light refreshments will be served.
The following description of the presentation is provided by Stavis:
“Stavis Wealth will provide an overview of both the new tax bill and the economic landscape. We will explore what this means for investors, including ways to identify strong public and private investment opportunities. We will examine the new law signed on July 4, 2025, which took effect in January 2026, to include several under-recognized provisions that create income-tax savings. Stavis Wealth will discuss investments that benefit from the new tax bill. We will help investors identify attractive opportunities while avoiding common pitfalls. Together, these dual forces—financial market dynamics and newly crafted tax rules—are reshaping where opportunity lies in the years ahead.”
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Event Details
| When | Tuesday, March 3, 2026 |
| Time | 1 PM to 2 PM |
| Cost | Free |
| Where | Hanover Blvd 1770 Post Oak Blvd, 32nd Floor Houston, Texas 77056 |
| Parking | Valet parking provided |
| Light Refreshments | Coffee & Cookies |
| Virtual Atendance | A Zoom link will be sent prior to the event. |
| Deadline | Please register by Sunday, March 1, 2026. |
| Contact | Brenda Schroeder Click Here to send e-mail |
CLICK HERE to go to the Stavis website for registration and to submit questions prior to the session.
Note: The information shared in this presentation is for educational purposes only and should not be interpreted as an endorsement by SAAGH of any particular financial institution or investment approach.
By registering for this event, you are agreeing to the terms of the SAAGH Event Waiver.
We will be verifying that attendees are current SAAGH members. You can sign-up or renew your membership here.