February was a month filled with excitement and memorable events at GDS Wealth Management, and we are thrilled to share some of the highlights with you.
Annual Client Event at Globe Life Field
We kicked off the month with our annual client event at Globe Life Field, home of the 2023 World Series Champion Texas Rangers. The evening of appreciation, entertainment, and connection featured Texas barbecue, fun ballpark activities, and live music performances by Matt and Josh Jenkins, Shy Carter, and Lee Thomas Miller. Click to watch a recap of the festivities on YouTube.
Company-Wide Retreat at Rough Creek Lodge
After the client event, we held our first company-wide retreat at Rough Creek Lodge. Our team spent time together, participating in activities like axe throwing, archery, and hitting the driving range. It provided a great opportunity for team building and relaxation.
Glen Smith's Interview with BNN Bloomberg
Glen Smith, GDS’s CEO and CIO, was interviewed by BNN Bloomberg, where he discussed the Fed rate path and February's market performance, offering insights to investors. We acknowledge Glen for sharing his expertise and engaging with the broader financial community. Click to watch the full interview.
Register for the Upcoming Webinar Series
We are also excited to share news about our upcoming three-part webinar series designed to help attendees make the most of their financial benefits and retirement plans. This event is perfect for current and former Lockheed Martin employees* and those working at similar-sized companies with comparable offerings. Throughout the series, CERTIFIED FINANCIAL PLANNERS™ from GDS will provide insights into maximizing your savings, understanding stock options, managing deferred compensation, and exploring retiree healthcare options.
The webinar series will occur on three consecutive Wednesdays in March and April 2025, with all sessions held from 6:00-6:45 p.m. Registration is now open, so click here to sign up!
GDS Receives ‘Great Place to Work’ Recognition
Lastly, we are proud to have been recognized as a Great Place to Work in 2024 by Great Place to Work! This is our second time receiving this prestigious award, which is particularly meaningful to us because it is based on votes from our own staff, who have firsthand experience with our workplace culture. At GDS Wealth Management, we believe in empowering our team to achieve excellence and deliver exceptional service to our clients. Thank you to our incredible employees for making this possible!
As we move forward into the rest of the year, we remain as committed as ever to providing our clients with the high quality of service we strive for. Don’t hesitate to reach out to us with any questions or concerns. Call (469) 212-8072 or visit www.gdswealth.com.
Thank you for your continued support, and we look forward to sharing more exciting news with you next month!
*GDS Wealth Management is not affiliated with and does not endorse the opinions, products, or services of Lockheed Martin Corporation.
GDS Wealth Management (“GDS”) is an SEC registered investment adviser located in Flower Mound, Texas. Registration as an investment adviser does not imply a certain level of skill or training. GDS does not provide tax or legal advice. You should contact your tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. The information contained herein is based upon certain assumptions, theories, and principles that do not completely or accurately reflect any one client's situation or a whole exposition of the topic. All opinions or views reflect the judgment of the authors as of the publication date and are subject to change without notice. This communication contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed herein will come to pass. This information is being provided solely for educational purposes and is not an offer to sell or solicitation of an offer to buy an interest in any investment. To view a full list of disclosures and material risks, please visit https://www.gdswealth.com/disclosures.
%201.webp)
