Take the first step toward reaching your Financial Goals

Get the information that can help you live a confident retirement.

Attend an Event

Our dinner events focus on common financial concerns that individuals and families face in retirement. We also host educational events that cover a wide range of topics for retirees and those approaching retirement.

Attend one of our events to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

April 29
Social Security Benefit Options
6:30 pm | Hembree Park Recreation Center – Roswell
Register
May 8
Social Security Benefit Options
6:30 pm | Mountain View Community Center – East Cobb
Register
May 13
Social Security Benefit Options
6:30 pm | Mountain View Community Center – East Cobb
Register
May 20
Social Security Benefit Options
6:30 pm | Sharon Springs Community Building – South Forsyth County
Register
May 6
The Psychology of Retirement – Movie Event
6:30 pm | Regal Avalon
Register
April 25
Client Event – The Breakfast Club – 10:30
10:30 am | Reveille Coffeehouse Cafe
Register

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Let's Talk

Or give us a call at 770.325.7288.