Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 2, 2023
6:00p - 8:00p
The Enterprise Country Club
Tax, Investment and Wealth Management Seminar
If you are currently retired or are within 5 years of retirement and are unsure of your current financial plan this educational presentation is for you.
April 20, 2023
6:00p - 8:00p
Fire Stone Wood Fired Grill
Tax, Investment and Wealth Management Seminar
If you are currently retired or are within 5 years of retirement and are unsure of your current financial plan this educational presentation is for you.
March 16, 2023
6:00p - 8:00p
The Rawls Restaurant
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.
March 14, 2023
6:00p - 8:00p
The Rawls Restaurant
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.
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.
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