Broker Check
19 March
Welcome to 2020!


As always, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals!

This workshop will review valuable information including:

  • Timely and practical planning strategies for 2020
  • How low interest rate environment can affect investors
  • Trade wars and the overall health of the global economy
  • Proactive tax planning tips for 2020
  • How the new SECURE ACT changes retirement planning

Date and Time

Thu, Mar 19, 2020

6:30p - 9:00p EST


Brookwood Grill

880 Holcomb Bridge Rd
Roswell , GA 30076
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Event Registration