events

Join Us for Live Financial Conversations That Matter

Why We Host These Events?

We believe financial education should be clear, personal, and community-driven. These small-group, in-person seminars are designed to give you direct access to honest guidance without the jargon or hard sell. Whether you're planning for retirement, facing new tax rules, or preparing to build your legacy, we’re here to help you navigate the road ahead.


Led by Damon Paull, AWMA®—a Marine Corps veteran, wealth advisor, and Amazon best-selling author—and Travis Paull, CRPS®, a Ramsey SmartVestor Pro and William & Mary graduate, these events bring together decades of experience and a commitment to financial clarity.

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Upcoming Events

More events are on the way! Check back soon or contact us to be added to the early RSVP list.

Past Events

  • September 16, 2025 | 6:00p–9:00p | Colonial Heritage Clubhouse
    Breakthrough Tax Changes: OBBBA Revealed – Secure Your Financial Future
    Explore the 2025 One Big Beautiful Bill with Damon and Travis Paull. Learn what the new tax law means for families, retirees, and small business owners in the Williamsburg community.
  • May 22, 2025 | 6:00p–9:00p | Colonial Heritage Clubhouse
    Six Steps to Legacy Planning
    An empowering seminar covering essential estate planning strategies. Discover how to ensure your values, assets, and loved ones are protected—now and for generations to come.
  • February 6, 2025 | 6:30p–8:30p | Anna’s Brick Oven
    How Tax Planning Changes Through 4 Stages of Retirement
    A powerful retirement tax session with Damon & Travis Paull and guest speakers Mike Lawston and Matt Cason. Learn how to avoid tax traps, protect Social Security benefits, and manage retirement income wisely.