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FOUNDATIONAL TALKS

We host multiple talks across the Southeast each year where we bring in colleagues from around the country to share their firm's thoughts and perspectives on different investment topics. Additionally, we conduct a 6-part "Next Steps" talk that is geared towards educating the non-financial spouse in order for their learning curve to be less steep when they are suddenly left in charge of everything.  All of our Foundational Talks, as we call them, are complimentary and educational in nature. It would be our pleasure to host you at one that is of interest to you. 

Please scroll down for a list of upcoming Talks and to register.

November 14th, 2019 - Thursday

Eatonton, GA

Bone Island Grill

920 Greensboro Rd

11:30 AM - 1:30 PM

Planning Beyond Estate Taxes - 20 Issues discussed

Macon attorney John Reeves, partner at Smith, Hawkins, Hollingsworth and Reeves joins Eric in leading a discussion around a multitude of planning issues that have nothing to do with estate taxes.  Questions such as: How difficult is the probate process in Georgia?  Is a revocable trust required in Georgia?;  How do I address spendthrift children?;  How do incorporate provisions for special needs children?;  How do I ensure I die with dignity?

November 14th, 2019 - Thursday

Greensboro, GA

Dogwood Room at 88Kitchen/ Preserve Clubhouse

1091 Clubhouse Lane

6:00PM - 8:00PM

12 Ways to Ensure Heartache In Your Family (And Thoughts On How To Avoid Them)

Many affluent families, and especially newly affluent families, 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.  A better approach is to avoid the heartache in the first place.  In this interactive discussion, we present some common problems families of affluence face and some best practices on how to avoid them.

December 3rd, 2019 - Tuesday

Amelia Island, FL

The Wine Room at David's

802 Ash Street

6:00PM - 8:00PM

12 Ways to Ensure Heartache In Your Family (And Thoughts On How To Avoid Them)

Many affluent families, and especially newly affluent families, 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.  A better approach is to avoid the heartache in the first place.  In this interactive discussion, we present some common problems families of affluence face and some best practices on how to avoid them.

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January 7th, 2020 - Tuesday

Eatonton, GA

Bone Island Grill

920 Greensboro Rd

11:30 AM - 1:30 PM


Session #4:  Education for the Non-Financial Spouse - Hard Things, Part 1

"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 9th, 2020 - Thursday

Fernandina Beach, FL

Joe's 2nd Street Bistro

14 S 2nd Street

11:30 AM - 1:30 PM

Session #4:  Education for the Non-Financial Spouse - Hard Things, Part 1

"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.

February 11th, 2020 - Tuesday

Eatonton, GA

Bone Island Grill

920 Greensboro Rd

11:30 AM - 1:30 PM


Session #5:  Education for the Non-Financial Spouse - Hard Things, Part 2

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 13th, 2020 - Thursday

Fernandina Beach, FL

Joe's 2nd Street Bistro

14 S 2nd Street

11:30 AM - 1:30 PM

Session #5:  Education for the Non-Financial Spouse - Hard Things, Part 2

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.

March 10th, 2020 - Tuesday

Eatonton, GA

Bone Island Grill

920 Greensboro Rd

11:30 AM - 1:30 PM


Session #6:  Education for the Non-Financial Spouse - Establishing Your New Identity

This final Session will cover how to begin again and what that may look like.  The legal nuances of co-habitation vs getting re-married vs staying single will be discussed.  This session will also cover how to think about blended families in your legal/estate plan and what to guard against.  Finally, we'll end with a celebration for completing this 6-part Session series, because "graduates" of this series will no longer be considered Non-Financial Spouses!

March 12th, 2020 - Thursday

Fernandina Beach, FL

Joe's 2nd Street Bistro

14 S 2nd Street

11:30 AM - 1:30 PM

Session #6:  Education for the Non-Financial Spouse - Establishing Your New Identity

This final Session will cover how to begin again and what that may look like.  The legal nuances of co-habitation vs getting re-married vs staying single will be discussed.  This session will also cover how to think about blended families in your legal/estate plan and what to guard against.  Finally, we'll end with a celebration for completing this 6-part Session series, because "graduates" of this series will no longer be considered Non-Financial Spouses!

Register for a Foundational Talk

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Phone
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