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

Join our upcoming retirement discussion where we will explore:

Building your retirement income plan together

How to match asset allocation suited to your actual retirement plan

401k Retirement Planning and IRA Planning

Incorporating future-based tax strategies for your Employee Stock Ownership Plan (ESOP)



Brookfield Country Club

100 Willow Run Rd, Roswell, GA 30075


Choose a session that works for you: 

April 21st Lunch 11:30AM Register Here>

April 21st Dinner 6:00PM Register Here>

April 28th Lunch 11:30AM Register Here>

April 28th Dinner 6:00PM Register Here>



About the Speaker: Erick Olson, 2nd Generation 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 Combined Family Experience | Partnerships built on Transparency