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
April 26, 2023
6:00p - 7:30p
Lake Oconee
Elevated Planning for IRAs
Some investor's largest single asset is their IRA. If you fall into that category, then consider attending this workshop. We'll discuss ways to think about generating a cash flow from your IRA, protecting your IRA for your surviving spouse's future benefit, using a trust to own your IRA to protect your heirs, and how to think about protecting your IRA for both your spouse and children in the case of a second marriage. We'll also touch on required minimum distribution rules and incorporating your philanthropy into your IRA distributions in a tax-friendly manner.
March 22, 2023
6:00p - 7:30p
Lake Oconee
Practicing Better Philanthropy
This dinner presentation will be in a workshop format where we review charitable giving techniques. From the benefit of simply giving cash or stock to the more complex structures of gift annuities, charitable remainder trusts and charitable lead trusts, this presentation aims to enhance the way attendees think about their philanthropic giving. We will also briefly discuss donor advised funds and how they compare to private family foundations.
January 26, 2023
6:00p - 7:30p
Lake Oconee
2023 - The First Six Months
After a year of extreme volatility, join us as we share our thoughts on where we believe investment opportunities exist in the year to come.
January 26, 2023
11:30a - 1:00p
Forsyth
2023 - The First Six Months
After a year of extreme volatility, join us as we share our thoughts on where we believe investment opportunities exist in the year to come.
December 1, 2022
6:00p - 8:00p
Lake Oconee
2023 - The Year Ahead
After a year of extreme volatility, join us as we share our thoughts on where we believe investment opportunities exist in the year to come.
December 1, 2022
11:30a - 1:30p
Forsyth
2023 - The Year Ahead
After a year of extreme volatility, join us as we share our thoughts on where we believe investment opportunities exist in the year to come.
November 10, 2022
6:00p - 8:00p
Lake Oconee
The Final Trilogy: You, Your Children & the IRS
This interactive discussion will highlight 7 challenges every family faces from beyond the grave and how to avoid them.
November 10, 2022
11:30a - 1:30p
Forsyth
The Basics of Estate Planning Without Using Insurance
This discussion will focus on the four pillars that every estate plan should have and why planning for the distribution of your estate is important. Even if your plan is already in place, this discussion is a good review of the components of your plan.
October 27, 2022
6:00p - 8:00p
Lake Oconee
Investing Using Guardrails
This presentation will cover two topics: implementing guardrails in the management of your investment assets and an overview of types of investments that use guardrails.
October 27, 2022
11:30a - 1:30p
Forsyth
Investing Using Guardrails
This presentation will cover two topics: implementing guardrails in the management of your investment assets and an overview of types of investments that use guardrails.
October 13, 2022
11:30a - 1:30p
Forsyth
The Basics of Estate Planning Without Using Insurance
This discussion will focus on the four pillars that every estate plan should have and why planning for the distribution of your estate is important. If your plan is already in place, this discussion is a good review of the components of your plan.
September 8, 2022
11:30a - 1:30p
Forsyth
Five Common Questions about Social Security
This interactive discussion will address the five most common questions we receive from clients with regards to their social security benefit.
August 25, 2022
11:30a - 1:30p
Forsyth
12 IRA Mistakes You Should Not Make
This interactive discussion will cover a dozen common and costly mistakes investors make with their IRAs.
August 18, 2022
6:00p - 8:00p
Lake Oconee
The Final Trilogy: You, Your Children & the IRS
This interactive discussion will highlight 7 challenges every family faces from beyond the grave and how to avoid them.
June 30, 2022
11:30a - 1:30p
Forsyth
The Final Trilogy: You, Your Children & the IRS
This interactive discussion will highlight 7 challenges every family faces from beyond the grave and how to avoid them.
June 28, 2022
11:30a - 1:30p
Forsyth
The Final Trilogy: You, Your Children & the IRS
This interactive discussion will highlight 7 challenges every family faces from beyond the grave and how to avoid them.
May 25, 2022
6:00p - 8:00p
Lake Oconee
The Basics of Estate Planning Without Using Insurance
This discussion will focus on the four pillars that every estate plan should have and why planning for the distribution of your estate is important. It is also a good review for those whose plan is already in place.
May 10, 2022
11:30a - 1:30p
Forsyth
The Basics of Estate Planning Without Using Insurance
This discussion will focus on the four pillars that every estate plan should have and why planning for the distribution of your estate is important. If your plan is already in place, this discussion is a good review of the components of your plan.
March 30, 2022
11:30a - 1:30p
Amelia Island
The Basics of Estate Planning Without Using Insurance
This discussion will focus on the four pillars that every estate plan should have and why planning for the distribution of your estate is important.
March 16, 2022
6:00p - 7:30p
Lake Oconee
The Basics of Estate Planning Without Using Insurance
This discussion will focus on the four pillars that every estate plan should have and why planning for the distribution of your estate is important.
February 23, 2022
11:30a - 1:30p
Amelia Island
Guideposts for Better Giving: Six Tips for Maximizing the Impact of Your Philanthropy
This interactive session discusses the various ways a family can implement their philanthropic intent while maximizing the gift for both the family and charity.
February 16, 2022
6:00p - 7:30p
Lake Oconee
Guideposts for Better Giving: Six Tips for Maximizing the Impact of Your Philanthropy
This discussion will center around several tools and techniques to help a family better maximize their philanthropy for the family and charity.
December 8, 2021
11:30a - 1:30p
Lake Oconee
NEXT STEPS: Talk 4 - Hard Things II
Picking up where our last Session of the same title left off, this Session will cover how to evaluate your legal/estate plan as a Single by better understanding your current legal/estate plan with your spouse. Have you vocally contributed to your current plan? Are your wishes as the non-financial spouse reflected in your current plan? We will talk about and define a Will, Powers of Attorney, and a Living Will. We will discuss how to incorporate charitable intent into your plan. Lastly, this Session will broach the subject of organizing and editing your new found life as a single. Again, this Session is meant to be a glimpse of the steps needed for a healthy transition in case you were suddenly left in charge of EVERYTHING.
November 30, 2021
11:30a - 1:30p
Fernandina Beach
NEXT STEPS: Talk 4 - Hard Things II
Picking up where our last Session of the same title left off, this Session will cover how to evaluate your legal/estate plan as a Single by better understanding your current legal/estate plan with your spouse. Have you vocally contributed to your current plan? Are your wishes as the non-financial spouse reflected in your current plan? We will talk about and define a Will, Powers of Attorney, and a Living Will. We will discuss how to incorporate charitable intent into your plan. Lastly, this Session will broach the subject of organizing and editing your new found life as a single. Again, this Session is meant to be a glimpse of the steps needed for a healthy transition in case you were suddenly left in charge of EVERYTHING.
November 10, 2021
6:00p - 8:00p
Lake Oconee
Preparing Heirs - Addressing Gaps in Loved Ones' Fiscal Knowledge
This Talk introduces the concept of educating heirs, including the non-financial spouse, so that the transition of inheriting goes smoothly. We will discuss the do's and don'ts of educating heirs that Eric has seen over the last 25 years. This Talk has been popular among attendees due in part to the interactive discussion that takes place. Seating is limited.
November 10, 2021
11:30a - 1:30p
Lake Oconee
NEXT STEPS: Talk 3 - Hard Things I
A continuation of Talks 1 & 2, Talk 3 begins to set the stage for the loss of the "financially-oriented" spouse and things the non-financial spouse should be prepared for. This Talk is beneficial for all ages as it brings into perspective the regrettable inevitable. Click on the TITLE for more information.
November 2, 2021
11:30a - 1:30p
Fernandina Beach
NEXT STEPS: Talk 3 - Hard Things I
A continuation of Talks 1 & 2, Talk 3 begins to set the stage for the loss of the "financially-oriented" spouse and things the non-financial spouse should be prepared for. This Talk is beneficial for all ages as it brings into perspective the regrettable inevitable. Click on the TITLE for more information.
November 1, 2021
6:00p - 8:00p
Fernandina Beach
Preparing Heirs - Addressing Gaps in Loved Ones' Fiscal Knowledge
This Talk introduces the concept of educating heirs, including the non-financial spouse, so that the transition of inheriting goes smoothly. We will discuss the do's and don'ts of educating heirs that Eric has seen over the last 25 years. This Talk has been popular among attendees due in part to the interactive discussion that takes place. Seating is limited.
November 1, 2021
11:30a - 1:30p
Fernandina Beach
Preparing Heirs - Addressing Gaps in Loved Ones' Fiscal Knowledge
This Talk introduces the concept of educating heirs, including the non-financial spouse, so that the transition of inheriting goes smoothly. We will discuss the do's and don'ts of educating heirs that Eric has seen over the last 25 years. This Talk has been popular among attendees due in part to the interactive discussion that takes place. Seating is limited.
October 20, 2021
11:30a - 1:30p
Lake Oconee
NEXT STEPS: Talk 2 - Protecting Your Assets
This Talk builds on Talk 1 by walking a non-financial spouse through a multitude of ways their assets can be exposed and thoughts on how to avoid them. Click on the TITLE for more information.
October 12, 2021
11:30a - 1:30p
Fernandina Beach
NEXT STEPS: Talk 2 - Protecting Your Assets
This Talk builds on Talk 1 by walking a non-financial spouse through a multitude of ways their assets can be exposed and thoughts on how to avoid them. Click on the TITLE for more information.
October 11, 2021
6:00p - 8:00p
Fernandina Beach
2021 - The Year Thus Far : Perspective on what we can see...and thoughts on what we can't
Join us as we review the year's events in both the equity and fixed income markets, what those events may mean for the coming year and how investors could consider positioning themselves in light of our forecast. We also discuss financial planning considerations ahead of new tax law changes. And, finally, we will touch on how to mimic institutional investors in developing a investment policy for your family.
October 11, 2021
11:30a - 1:30p
Fernandina Beach
2021 - The Year Thus Far : Perspective on what we can see...and thoughts on what we can't
Join us as we review the year's events in both the equity and fixed income markets, what those events may mean for the coming year and how investors could consider positioning themselves in light of our forecast. We also discuss financial planning considerations ahead of new tax law changes. And, finally, we will touch on how to mimic institutional investors in developing a investment policy for your family.
September 22, 2021
6:00p - 8:00p
Lake Oconee
2021: Year End Planning and Investment Strategies to Consider
As year-end approaches, there are several strategies that remain important for families of means to consider. Click on the TITLE for more information.
September 22, 2021
11:30a - 1:30p
Lake Oconee
NEXT STEPS: Talk 1 - Finance 201
The Finance 201 Talk covers many of the basics that a non-financial spouse would need to know if they were suddenly left in charge of everything. Click on the TITLE for more information.
September 14, 2021
11:30a - 1:30p
Fernandina Beach
NEXT STEPS: Talk 1 - Finance 201
The Finance 201 Talk covers many of the basics that a non-financial spouse would need to know if they were suddenly left in charge of everything. Click on the TITLE for more information.
September 13, 2021
6:00p - 8:00p
Fernandina Beach
2021: Year End Planning and Investment Strategies to Consider - Dinner
As year-end approaches, there are several strategies that remain important for families of means to consider. Click on the TITLE for more information.
September 13, 2021
11:30a - 1:30p
Fernandina Beach
2021: Year End Planning and Investment Strategies to Consider
As year-end approaches, there are several strategies that remain important for families of means to consider. Click on the TITLE for more information.