770.325.7288
Get your copy of Tom Gandolfi’s book,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:
August 11
Psychology of Retirement – Movie
6:30 pm | Regal Cherokee
August 12
Social Security Benefit Options
6:00 pm | East Roswell Park Recreation Center
August 18
Social Security Benefit Options
6:00 pm | Hembree Park Recreation Center – Roswell
August 25
Social Security Benefit Options
6:00 pm | Chattahoochee Technical College – Woodstock Campus
August 26
Social Security & Estate Planning
11:00 am | Mountain View Community Center – East Cobb
August 27
Social Security & Estate Planning
1:00 pm | Pinckneyville Park
September 1
Taxes in Retirement
6:00 pm | Milton Community Center
September 3
Social Security Benefit Options
6:00 pm | Milton Community Place
Rather meet One-on-one?
Schedule a meeting with one of our team to create your financial strategy today.