UPCOMING SEMINARS

We place a great deal of emphasis on client education, and in line with that emphasis we have developed a series of seminars for clients and non-clients alike. The seminars cover various topics related to financial planning, and they are designed to provide useful information you can act on. We do *not* sell any commissionable products or services during the seminars.

 

   Upcoming seminar topics include:

   

   Simple Investing Principles – November 13
   Sticking to some straightforward rules can make all the difference! Learn how much time you have to    

   save, why a handful of years can make all the difference, and which strategies are worth your time and

   attention.

   Making Insurance Decisions – December 10

   Learn which often-neglected type of insurance is actually critical to have. Find out surprising ways

   insurance can affect your financial security and how to find it when you need it.

   Estate Planning for YOU – January 8
   Get the basics about whether estate issues impact you, and how to address them if they do. Learn how

   current and pending legislation can affect your personal situation and decisions.

  

    All seminars begin at 7:30 pm and will be held at 815 Myrtle Street in Midtown Atlanta unless otherwise

    indicated. Cost per seminar is $25, and this fee is waived for clients and those referred by clients. The

    fee can be paid at the seminar via either cash or check.

    To register for an upcoming seminar, pleaseclick hereor call 877 881 5379, and press option 4

    to speak with Anne.

NEWSLETTER ARCHIVE

Our newsletter archive includes select newsletters we’ve written since we moved our newsletters to online distribution. We generally write the articles ourselves, aside from those articles written by other advisors whom we know personally. We don’t use ghost written articles because we believe we have better insight into our client’s interest and needs, and also because no one can better express our approach and philosophy than we can ourselves. To be added to our newsletter distribution, just click on the link at the top of the page to provide us your information.

 

If you have any questions or comments about these newsletters, let us know - we’d be happy to hear from you. And if you like what you read here contact us today to have a conversation about your financial needs.