Upcoming Events

Retirement Empowerment Webinar

What we will cover in our Retirement Planning Workshop: 
  • 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)

This is an introductory event. For our existing clients, we encourage you to share this event with friends and family who may benefit from our service.

When: Tuesday, October 12, 2021 - 12:00 PM EST
Where: Webinar & Phone Conference
Host: Presented by Erick Olson, CFP®
Phone: (770) 740-8744
Directions: Once you register one of our team members will reach out to you with login/call-in information.
 

Last-Chance Financial Planning Webinar

Fall is an ideal time to examine your financial health & update your financial plans. This webinar will cover our Last-Chance Financial Planning Checklist to help you do just that! 
 
We will shape up these areas of your personal finances for a great year-end:
  • Taxes
  • Retirement
  • Investments
  • Insurance
  • Milestones
  • Health
  • Changes
  • Family

When: Thursday, November 11, 2021 - 6:30 PM EST
Where: Webinar & Phone Conference
Host: Presented by Erick Olson, CFP®
Phone: (770) 740-8744
Directions: Once you register one of our team members will reach out to you with login/call-in information.
 

Preliminary Key Financial Data for 2022 Webinar

In this webinar we will cover our Key Financial Data for 2022 including:
  • Tax Rate Schedule
  • Standard Deductions
  • Child Tax Credit
  • Tax Rates on Long-Term Capital Gains & Qualified Dividends
  • Gift & Estate Tax Exclusions & Credits
  • Education Credits, Deductions, & Distributions
  • Tax Deadlines
  • Retirement Plan Contribution Limits
  • Deductibles
  • Social Security
  • Medicare Premiums
  • And More...!

When: Tuesday, December 7, 2021 - 12:00 PM EST
Where: Webinar & Phone Conference
Host: Presented by Erick Olson, CFP®
Phone: (770) 740-8744
Directions: Once you register one of our team members will reach out to you with login/call-in information.
 

Retirement Empowerment Webinar

What we will cover in our Retirement Planning Workshop: 
  • 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)

This is an introductory event. For our existing clients, we encourage you to share this event with friends and family who may benefit from our service.

When: Thursday, December 9, 2021 - 6:30 PM EST
Where: Webinar & Phone Conference
Host: Presented by Erick Olson, CFP®
Phone: (770) 740-8744
Directions: Once you register one of our team members will reach out to you with login/call-in information.