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:

July 10
Social Security Benefit Options
6:30 pm | Mountain View Community Center – East Cobb
August 8
Social Security Benefit Options
6:30 pm | East Roswell Park Recreation Center
August 13
Social Security Benefit Options
6:30 pm | LB “The Buzz” Ahrens Recreation Center – Cherokee County
August 22
Social Security Benefit Options
6:30 pm | Sharon Springs Community Building – South Forsyth County
August 27
Social Security Benefit Options
6:30 pm | Sharon Springs Community Building – South Forsyth County

Rather meet One-on-one?

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

Or give us a call at 770.325.7288.