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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

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.

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 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 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 20, 2021

6:00p - 8:00p

Lake Oconee

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.

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.

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 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 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 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 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.

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.

Past Events

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.

Event Registration