Events & Webinars

Willis Johnson & Associates offers seminars, webinars and events specifically tailored to the complex financial needs of the business professionals we serve, many of whom are executives at Houston’s leading energy companies. In addition, our calendar highlights important dates that have an impact on our clients’ financial wellbeing, including property taxes, income tax deadlines, financial market closures and more. If you have interest in a specific area of financial planning or investing, but don’t see it covered on the calendar, please contact us directly; our advisors may be able to help with a one-on-one discussion.


Webinar: What to Consider When Facing a Shell Severance

May 20, 2020 @ 12:00 pm

Whether you’re volunteering to take a severance package or are facing a mandatory one,  navigating a severance package after a long career at Shell can actually be quite complicated. In this webinar, presented by Nick Johnson, CFA®, CFP®, we’ll be diving into how you can take advantage of financial planning opportunities a severance presents and will focus on how to avoid selecting a separation date that could cost you thousands in taxes by pushing you into the highest tax brackets.

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May 20, 2020 @ 12:00 pm
May 20, 2020 @ 12:30 pm
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