Upcoming Events

Retirement Empowerment Workshop

“We look forward to the opportunity to bring confidence and clarity to your retirement plan.”

Erick Olson, CFP® 

We will host a comprehensive retirement planning workshop discussing common topics clients face when approaching retirement. This will be an interactive meeting where we will answer your questions.

Topics include: 

  • Matching Asset Allocation directly to your retirement plan
  • Maximizing Social Security Benefits
  • Long Term Care
  • Medicare Decision
  • An opportunity to ask questions of a fiduciary
  • Collaborative approach to your decisions
  • How to plan to spend more while young in retirement
  • The use of Roth with a six-figure income in retirement

When: Tuesday, September 24, 2019 - 6:30 PM - 8:00 PM
Where: Brookfield Country Club
100 Willow Run
Roswell, GA 30075
Host: Erick Olson
Phone: 770-740-8744
 

Retirement Empowerment Workshop

“We look forward to the opportunity to bring confidence and clarity to your retirement plan.”

Erick Olson, CFP® 

We will host a comprehensive retirement planning workshop discussing common topics clients face when approaching retirement. This will be an interactive meeting where we will answer your questions.

Topics include: 

  • Matching Asset Allocation directly to your retirement plan
  • Maximizing Social Security Benefits
  • Long Term Care
  • Medicare Decision
  • An opportunity to ask questions of a fiduciary
  • Collaborative approach to your decisions
  • How to plan to spend more while young in retirement
  • The use of Roth with a six-figure income in retirement

When: Tuesday, October 1, 2019 - 6:30 PM - 8:00 PM
Where: Brookfield Country Club
100 Willow Run
Roswell, GA 30075
Host: Erick Olson
Phone: 770-740-8744