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 the Renaissance Hotel near the Atlanta airport.  The seminar is titled "8,000 Days, the Last Phase of Life".  Included will be a presentation by the folks from the MIT Age Lab. 

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 to learn more about attending an upcoming event.

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