Being a better investor sometimes means seeking guidance from someone else. We invite you to join us for one of our educational seminars or events.

Our next Seminar event is planned for Wednesday, May 23, 2018, at Maggiano's Cumberland Mall in Atlanta.  The seminar is titled "8,000 Days of Retirement".  The event begins with registration at 9:30 and includes lunch.  The program will feature research conducted by the  MIT AgeLab presented by Bill McManus, CIMA® of the Hartford Funds. 

At each seminar we explain our objective and uncomplicated approach to investing – including saving for retirement, estate planning considerations, social security decisions and insurance needs.

We also present our outlook on the markets and thoughts on future global and economic trends.

Please contact us or email This email address is being protected from spambots. You need JavaScript enabled to view it. to learn more about attending this upcoming event.

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Call Us: 770-977-2434
Toll Free: 888-413-9080
2551 Roswell Road, Suite 310
Marietta, GA 30062