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:
January 22
Social Security Benefit Options
6:30 pm | Pinckneyville Park Community Recreation Center – Berkeley Lake
January 27
Social Security Benefit Options
6:00 pm | Milton Community Center
February 3
The Psychology of Retirement – Movie Event
6:30 pm | Regal Cherokee
February 10
Social Security Benefit Options
6:00 pm | East Roswell Park Recreation Center
March 5
Social Security Benefit Options
6:00 pm | Hembree Park Recreation Center – Roswell
February 18
Social Security and Estate Planning
6:00 pm | Chattahoochee Technical College – Woodstock Campus
February 26
Social Security and Estate Planning
6:00 pm | Midway Community Center – Cumming
March 10
Social Security and Estate Planning
6:00 pm | LB “The Buzz” Ahrens Recreation Center – Cherokee County
March 19
Social Security and Estate Planning
6:30 pm | Mountain View Community Center – East Cobb
March 24
Living a Tax Free Retirement
6:30 pm | Pinckneyville Park Community Recreation Center – Berkeley Lake
Rather meet One-on-one?
Schedule a meeting with one of our team to create your financial strategy today.
