Broker Check

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

April 7, 2020

11:30a - 1:30p

Marco Ristorante Italiano

NEXT STEPS, Session 2 - Protecting Your Assets

This Session will cover how to ensure that your assets are protected if you're suddenly left in charge of EVERYTHING. We will cover fraud, and the different ways it can appear (computer, theft of identity, social media, etc.), how to deal with aggressive salespeople, how to properly evaluate the needs vs wants of your adult children and/or grandchildren, and how to insulate yourself from your own big heart. All of the aforementioned are ways that assets are drained from the family before the surviving spouse really understands how much he/she needs to live out the rest of their life in comfort. This Session has been a favorite of past attendees and generates a LOT of discussion.

April 14, 2020

6:00p - 8:00p

David's Restaurant

2020 - The Year Thus Far: Perspective on what we can see...and thoughts on what we can't

Join us as we review the first quarter's events in both the equity and fixed income markets, what those events may mean for the second quarter, and how investors could consider positioning themselves in light of our forecast. We also discuss financial planning considerations ahead of the Presidential election in November. And, finally, we will touch on how to mimic institutional investors in developing a investment policy for your family.

April 21, 2020

11:30a - 1:30p

Marco Ristorante Italiano

NEXT STEPS, Session 3 - Hard Things, Part I

"Do Hard Things" I once heard a pastor say. Well, the new year will start with Part 1 of a Session designed to give you a glimpse of what the future may hold. With great care and tenderness, we will discuss becoming Suddenly Single (and may even have a guest speak of their own personal experience), becoming the Primary Caregiver, and the to-do and not-to-do's during this period of time. We will also go through a workbook designed to get you started on thinking about your Next Steps. This Session has been the favorite of past attendees and generates a few tears during the discussion.

April 22, 2020

11:30a - 1:30p

Cohen's Retreat

Planning Issues Beyond the Federal Estate Tax

This Talk will introduce 20 issues that families of means could consider in their planning that have little to do with the federal estate tax. Five such issues are: Are trusts the only way to avoid probate; which type of trust may be right for you (if any); defending the surviving spouse from family; providing for children with special needs; and how the SECURE Act may impact your planning. This Talk has been popular among attendees due in part to the interactive discussion that takes place. Seating is limited.

April 23, 2020

6:00p - 8:00p

David's Restaurant and Lounge

2020 - The Year Thus Far : Perspective on what we can see...and thoughts on what we can't.

Join us as we review the first quarter's events in both the equity and fixed income markets, what those events may mean for the second quarter, and how investors could consider positioning themselves in light of our forecast. We also discuss financial planning considerations ahead of the Presidential election in November. And, finally, we will touch on how to mimic institutional investors in developing a investment policy for your family.

April 28, 2020

11:30a - 1:30p

Marco Ristorante Italiano

NEXT STEPS, Session 4 - Hard Things, Part 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.

April 30, 2020

11:30a - 1:30p

Bone Island Grillhouse

2020 - The Year Thus Far : Perspective on what we can see...and thoughts on what we can't.

Join us as we review the first quarter's events in both the equity and fixed income markets, what those events may mean for the second quarter, and how investors could consider positioning themselves in light of our forecast. We also discuss financial planning considerations ahead of the Presidential election in November. And, finally, we will touch on how to mimic institutional investors in developing a investment policy for your family.

May 5, 2020

11:30a - 1:30p

Cohen's Retreat

2020 - The Year Thus Far : Perspective on what we can see...and thoughts on what we can't

Join us as we review the first quarter's events in both the equity and fixed income markets, what those events may mean for the second quarter, and how investors could consider positioning themselves in light of our forecast. We also discuss financial planning considerations ahead of the Presidential election in November. And, finally, we will touch on how to mimic institutional investors in developing a investment policy for your family.

May 6, 2020

11:30a - 1:30p

Bone Island Grillhouse

2020 - The Year Thus Far : Perspective on what we can see...and thoughts on what we can't

Join us as we review the first quarter's events in both the equity and fixed income markets, what those events may mean for the second quarter, and how investors could consider positioning themselves in light of our forecast. We also discuss financial planning considerations ahead of the Presidential election in November. And, finally, we will touch on how to mimic institutional investors in developing a investment policy for your family.

May 12, 2020

6:00p - 8:00p

David's Restaurant and Lounge

Planning Issues Beyond the Federal Estate Tax

This Talk will introduce 20 issues that families of means could consider in their planning that have little to do with the federal estate tax. Five such issues are: Are trusts the only way to avoid probate; which type of trust may be right for you (if any); defending the surviving spouse from family; providing for children with special needs; and how the SECURE Act may impact your planning. This Talk has been popular among attendees due in part to the interactive discussion that takes place. Seating is limited.

Past Events

March 17, 2020

6:00p - 8:00p

David's Restaurant and Lounge - The Wine Room

Planning Issues Beyond Federal Estate Taxes

This Talk will introduce 20 issues that families of means could consider in their planning that have little to do with the federal estate tax. Five such issues are: Are trusts the only way to avoid probate; which type of trust may be right for you (if any); defending the surviving spouse from family; providing for children with special needs; and how the SECURE Act may impact your planning. This Talk has been popular among attendees due in part to the interactive discussion that takes place. Seating is limited.

February 13, 2020

11:30a - 1:30p

Joe's 2nd Street Bistro

Next Steps - Hard Things, Part 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.

February 12, 2020

6:00p - 8:00p

David's Restaurant - The Wine Room

12 Ways to Ensure Heartache in Your Family...and Thoughts on How to Avoid Them

At times, we are called upon to help families take advantage of opportunities that their affluence/wealth provides, such as preparing the next generation to receive their inheritance or developing a comprehensive philanthropic plan. Other times, and these are more prevalent, we are asked to help address problems that weigh heavily on the family. These problems can result from a single bad action or from decades of unhealthy behaviors. They are rarely caused by malice or intentional ill will (in my opinion); more often, we see bad outcomes emerge from the best of intentions. Many families just don't have the big-picture view to see how small, seemingly rational choices can lead to disappointment, damaged relationships, lack of fulfillment, or any number of negative outcomes that leave family members with aching hearts. This Talk is an open and frank discussion of a dozen such ways we've seen families experience and provide our thoughts on how to avoid them.

February 11, 2020

11:30a - 1:30p

Bone Island Grill

Next Steps - Hard Things, Part 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.

January 9, 2020

11:30a - 1:30p

Joe's 2nd Street Bistro

Next Steps - Hard Things, Part I

"Do Hard Things" I once heard a pastor say. Well, the new year will start with Part 1 of a Session designed to give you a glimpse of what the future may hold. With great care and tenderness, we will discuss becoming Suddenly Single (and may even have a guest speak of their own personal experience), becoming the Primary Caregiver, and the to-do and not-to-do's during this period of time. We will also go through a workbook designed to get you started on thinking about your Next Steps. This Session has been the favorite of past attendees and generates a few tears during the discussion.

January 7, 2020

11:30a - 1:30p

Bone Island Grill

Next Steps - Hard Things, Part I

"Do Hard Things" I once heard a pastor say. Well, the new year will start with Part 1 of a Session designed to give you a glimpse of what the future may hold. With great care and tenderness, we will discuss becoming Suddenly Single (and may even have a guest speak of their own personal experience), becoming the Primary Caregiver, and the to-do and not-to-do's during this period of time. We will also go through a workbook designed to get you started on thinking about your Next Steps. This Session has been the favorite of past attendees and generates a few tears during the discussion.

Event Registration