At Kissing Tree, our trade partners help the engagement department bring fun to life! They support the engagement team in creating the amazing events you can enjoy every month. Here’s a look at what’s coming up next week:
Matthew Zito Presents:
It's your estate...are you in control?
Date | Time | Location
- Thursday, Oct.23, 2025.
- 3:30 to 4:30 p.m.
- Zito Wealth and Wellness Activity Room
Food catered by:
Zito’s Deli — Home of the Serious Sandwich since 1975.
Discussion Topics
- Taking control of your legacy through estate planning.
- Using various trusts to safeguard your wishes.
- Leveraging life insurance for tax-free liquidity.
- Addressing chronic illness/long-term care planning.
Presented By:
Bonny Morris
Regional VP – Concourse Distributors
- 35 years of service in the financial industry.
- 14 years working exclusively with Edward Jones.
- Licenses: Series 6, 7, 24, and 63.
Hosted by your Edward Jones Financial Advisor:
Matthew Zito
Financial Advisor
Cell: 512-396-5640
Email: Matthew.Zito@edwardjones.com
Located: 1290 Wonder World Dr, Suite 1210, San Marcos, TX 78666
IAS Wealth Management Presents:
Date | Time | Location
- Monday, Oct.27, 2025.
- 3 to 4 p.m.
- Independence Hall Activity Room
The Art of Giving
Come learn how your giving heart can directly align with your personal wealth plan.
Enjoy wine, beer, hors d’oeuvres, and conversation as we explore creative ways to align philanthropy with purpose and celebrate the giving season with special guest Brandon O’Neil, Vice President of Fidelity Charitable.
Contact Information
Contact for more information at (281) – 364-0606 or email at taylor@iaswealth.com.