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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

April 11, 2024

6:00p - 8:00p

The Rawls in Enterprise

WEALTH MANAGEMENT SEMINAR

Wealth Management and Estate Planning

April 9, 2024

6:00p - 8:00p

The Rawls in Enterprise

WEALTH MANAGEMENT SEMINAR

Wealth Management and Estate Planning

February 29, 2024

6:00p - 8:00p

The Rawls in Enterprise

February 27 - February 29, 2024

6:00p - 8:00p

The Rawls in Enterprise

February 8, 2024

6:00p - 8:00p

Fire Stone Wood Fired Grill

February 6, 2024

6:00p - 8:00p

Fire Stone Wood Fired Grill

October 19, 2023

6:30p - 8:30p

The Rawls Restaurant

October 17, 2023

6:30p - 8:30p

The Rawls Restaurant

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

Event Registration


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