2020 & Beyond:
Personalized Retirement Planning Strategies

Built by 40 Years of Family Experience to Serve our Local Communities 

Presented by Erick Olson, CFP®


what we will cover icon

What we will cover in our Retirement Planning Workshop:

Net Unrealized Appreciation

401k Retirement Planning and IRA Planning

How to build portfolios in retirement and learn about asset allocation

Building the Retirement Income plan together



Brookfield Country Club Room

100 Willow Run Rd, Roswell, GA 30075


Choose a session that works for you: 

March 17th Lunch 11:30AM Register Here>

March 17th Dinner 6:00PM Register Here>

March 24th Lunch 11:30AM Register Here>

March 24th Dinner 6:00PM Register Here>



About the Speaker: Erick Olson, CFP®

With 20 years of experience in the Financial Planning business, Erick leads the firm in strategically helping clients reach saving and investing goals. Erick builds a financial plan based on all aspects of their financial lives including Retirement Empowerment, Children's Educations, Survivor Needs Planning and Estate Planning.


Collaborative approach to decision-making | 40- years of Expertise built through experience | Partnerships built on Transparency