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What You Want Your Adult Children to Know About Financial Planning


Georgia State University, Alpharetta Campus, Bldg B, Room 206
3775 Brookside Pkwy
Alpharetta, GA 30022 United States



November 27, 2018


6:30 pm - 7:30 pm

So many of our clients have told us they wish we could talk to their children. Well, we listened! Tom is inviting you to send, or bring, your adult children to this 1 hour workshop. This will be an open format discussion where your children will be able to ask any questions that are important to them regarding their finances.

During this workshop, Tom will talk about:

  • General Financial Planning
  • Saving for College
  • Saving for Retirement
  • The benefit of IRAs, 401(k)s, 403(b)s
  • Tax diversification to help plan for a better future
  • Investment Strategies


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