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:

February 10
Social Security Benefit Options
6:00 pm | East Roswell Park Recreation Center
Register
February 18
Social Security Benefit Options
6:00 pm | Chattahoochee Technical College – Woodstock Campus
Register
February 26
Social Security Benefit Options
6:00 pm | Midway Community Center – Cumming
Register
March 5
Social Security Benefit Options
6:00 pm | Hembree Park Recreation Center – Roswell
Register
March 10
Social Security and Estate Planning
6:00 pm | LB “The Buzz” Ahrens Recreation Center – Cherokee County
Register
March 19
Social Security and Estate Planning
6:30 pm | Mountain View Community Center – East Cobb
Register
March 24
Living a Tax Free Retirement
6:30 pm | Pinckneyville Park Community Recreation Center – Berkeley Lake
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.