Our monthly gatherings aim to offer an informational and positional advantage for attendees, whether de-risking investments or servicing deals. Our events are free, thanks to our strategic partners. We invite you to the next topical session.
April 17th, 2026 | 2 PM - 3:30 PM CST
The Fort Worth Club, 12th Floor - Top of the Town Room
306 W 7th St, Fort Worth, TX 76102
Free to attend, thanks to our strategic partners.
Comped parking in the Fort Worth Club building.
Overflow parking at 626 Taylor St.
Liquidity Events & Wealth Management (Revisited):
Transactional Trends & Tax Guidance
Revisiting a requested topic after last year's related panel. Enjoy a professional gathering and panel offering insights on capital flow relevant to regional banking and professionals in service of capital.
Featured Panelists
Derek J. Moffatt, CFP®, CExP™
Principal and Financial Advisor
Derek Moffatt is a principal at Moffatt Financial Strategies. He works directly with clients, listening to their stories and intimately knowing their personal and business needs. Derek creates comprehensive financial plans from a holistic standpoint to facilitate financial growth and build legacies. A natural problem solver, Derek enjoys providing solutions for his clients. Derek has the knowledge and experience to help his clients achieve financial success.
Not only is Derek a CERTIFIED FINANCIAL PLANNER™, CFP®, and CERTIFIED EXIT PLANNER™, CExP™, but he also attended Angelo State University and previously worked at The San Angelo Standard-Times. There he led strategic initiatives for a multi-million-dollar department. When he realized that he could help himself and his colleagues make sound financial decisions regarding their 401(k), the wheels started turning.
Passionate about helping people and learning, he began his career in the financial services industry. Derek was fascinated with investing from the start but moved toward a planning-centered focus over time. He loves to solve complex financial problems and collaborate with his clients to bring their dreams to fruition.
Derek presently lives in Burleson, TX, near Fort Worth, where he and his family enjoy the feel of a small town while being close to the metropolitan area. He has been married to his college sweetheart for nearly three decades. As an adoptive family, they believe in supporting adoption-focused groups. Additionally, they are active in local non-profit groups, the Rotary Club, and their church. A nature lover, Derek enjoys fly-fishing and being in the water. His life mission is to learn, share, and grow as a human.
Adam C. McBride, CFP®, CKA®
Life Insurance Specialist and Wealth Planner
Adam C. McBride has accrued expertise in life insurance from over 15 years of dedicated service. He holds the Certified Financial Planner™ and Certified Kingdom Advisor™ designations.
Adam specializes in Financial Planning and Insurance solutions. His focus allows an emphasis on retirement planning, legacy planning, and protection strategies.
Adam began work in wealth management in 2017 at Edward Jones before joining Summit Group Wealth Management in September of 2021.
When Adam is not working with clients, he enjoys spending time with his wife, Megan, and three kids: daughter Lyla (5), son Ajay (3) and baby Leah (6 months).
He and his wife Megan live on the West side of Fort Worth and have been members of High Ridge Church since 2018 where they serve in leadership roles.
Adam played four years of football at William Jewell College in Liberty, Missouri. After earning his bachelors, Adam coached football and basketball in his hometown of Pilot Point in North Texas while working in energy in West Texas.
Invocation Leader
Gilbert Little
Private Banker at First Horizon Bank
Gilbert Little is a private banker with over 30 years of experience in the financial industry, joining Southside Bank as a senior vice president in the North Texas Region in 2018. Previously, he was a private banker for BBVA Compass and a sports marketing agent for PGA Tour golfer Hal Sutton. Little was also a founding partner in the development of Boot Ranch and was involved in the creation of the Hal Sutton Foundation, which led to the establishment of Sutton Children's Hospital in Louisiana.
U.S. and Texas Pledge Leader
Dr. Sasha Ortiz
Private Banker at First Horizon Bank
Dr. Andrea Sasha Ortiz is an international award-winning clinical psychologist, author, TED speaker, and the reigning Miss World International 2024. She specializes in trauma recovery, PTSD, depression, and anxiety, serving veterans, women, and children through evidence-based clinical practice.
She holds degrees from Spelman College, Columbia University, and the University of North Texas, along with an honorary doctorate in Judaic Theology. Dr. Ortiz is also the Chief Beauty Officer of Golden Goddess Beauty Corporation, a global beauty brand she leads as a recognized industry mogul.
Her advocacy centers on economic empowerment for women through her E3 Program and reducing stigma around intimate partner violence. Previously named Internationalist Texas 2022, she has earned multiple state and international pageant titles and serves on several nonprofit boards. She has been honored as one of the New York Journal’s 30 Women Under 30 for her contributions to psychology, women’s leadership, and global community impact.
Veteran Community Leader
Alexia Tuttle
Managing Partner, Tuttle Equity
Acknowledging a rising leader with a heart for supporting veterans and connecting them to capital communities, which God Bless Retirement is honored to facilitate.
We are proud to support the following veteran foundations as official partners with God Bless Retirement events.
The Special Forces Foundation is a non-profit organization supporting U.S. Army Special Forces Green Berets and their families by providing programs and resources for their mental and physical well-being, aligned with the Preservation of The Force and Family (POTFF) program.
The organization offers immediate and ongoing assistance for psychological and relationship challenges, including crisis support, transition assistance, and support for Gold Star Families.
A panel and professional gathering of professionals in service of capital and community.
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About the host, God Bless Retirement
An M&A firm offering mid-market competency for the lower market.
We manage the process of
buying or selling a business.
GBR also provides syndication support through accredited-anchored events and deal calls.
Certified Valuations
Our thorough valuations include research and assessment from personnel who are certified by the National Association of Certified Value Analysts.
Getting Deals Done
Working with a broker communicates to the market seriousness about buying or selling a business. Our team's resources, relationships, and capabilities further propel this commitment.
Sourcing Buyers & Sellers
After years of marketplace matchmaking, we leverage private-listed channels with qualified buyers and sellers. We engage relationships and optimize outreach on behalf of our clients.
Transferrable Valuations
Our NACVA-certified valuations and appraisals are accepted by buyers, sellers, banks, courts, and the IRS. We do not use ballpark estimates to protect clients from significant opportunity costs.
Confidentiality Protection
Confidentiality enables businesses to maintain their value without operational disruption or internal discord. Our processes factor this priority in each stage.