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Events

Upcoming Events

February 7, 2023

6:00p - 8:00p

Highland Oaks Golf Course

Tax, Investment and Wealth Management Seminar

If you are currently retired or are within 5 years of retirement and are unsure about your current financial plan this educational presentation is for you.  You will learn about the 5 Pillars of Financial Planning, along with other strategies to help you tackle tax and estate planning head on.  This seminar will provide you with facts that are straightforward and easy to understand.

February 9, 2023

6:00p - 8:00p

Highland Oaks Golf Course

Tax, Investment and Wealth Management Seminar

If you are currently retired or are within 5 years of retirement and are unsure about your current financial plan this educational presentation is for you. You will learn about the 5 Pillars of Financial Planning, along with other strategies to help you tackle tax and estate planning head on. This seminar will provide you with facts that are straightforward and easy to understand.

Past Events

September 22, 2022

6:00p - 8:00p

Highland Oaks Golf Course

Retirement Seminar

Call Today to Reserve Your Seat! 334-699-4036

September 20, 2022

6:00p - 8:00p

Highland Oaks Golf Course

SEATS NO LONGER AVAILABLE - Retirement Seminar

EVENT AT CAPACITY - SEATS NO LONGER AVAILABLE Call today to reserve your seat! 334-699-4036

Event Registration


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