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Events

We host multiple talks across the Southeast each year where we, along with colleagues from around the country, share thoughts and perspectives on a variety of different topics. Additionally, we conduct a 4-part "Next Steps" talk that is geared towards educating the non-financial spouse in order for his/her learning curve to be less steep when they are suddenly left in charge of everything.  All of our Foundational Talks, as we call call them, are complimentary and educational in nature. It would be our pleasure to host you at one that is of interest to you. 

For more information about each Talk below, click on the name of the Talk.  To register, simply click the link to the left.

Upcoming Events

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

Past Events

November 19, 2020

11:30a - 1:30p

Lake Oconee Bistro

2020: Year End Strategies

As year-end approaches, there are several strategies that remain important for families of means to consider. Click on the TITLE for more information.

November 11, 2020

11:30a - 1:30p

POGO's Kitchen

2020: Year End Strategies

As year-end approaches, there are several strategies that remain important for families of means to consider. Click on the TITLE for more information.

October 21, 2020

11:30a - 1:30p

Lake Oconee Bistro

2020: Year End Strategies

As year-end approaches, there are several strategies that remain important for families of means to consider. Click on the TITLE for more information.

October 15, 2020

11:30a - 1:30p

Cohen's Retreat

2020: Year End Strategies

As year-end approaches, there are several strategies that remain important for families of means to consider. Click on the TITLE for more information.

Event Registration