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Foundational Talks

We hold several 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 topics.  It would be our pleasure to host you at one that is of interest to you.

February 6th, 2019

Greensboro, GA

Bone Island Grill

920 Greensboro Rd - Eatonton, GA

11:30 AM - 1:30 PM


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

This Foundational Talk will address more sensitive financial issues such as taking over the family finances while also being the primary caregiver for a spouse or finding yourself Suddenly Single.  With great care, a discussion will be presented on the do's and don'ts during these times.  A handout will also be distributed during this session detailing a checklist of items and how to locate them (social security benefits, veteran's benefits, pension benefits, etc).  Attendees will be better prepared if they should find themselves suddenly in charge of EVERYTHING. 


February 12th, 2019

Greensboro, GA

Ritz Carlton Lodge

1 Lake Oconee Trail

Georgia's Restaurant

        - Private Dining Room

6:00 - 8:00 PM


The Year Ahead: Preparing for 2019

The last 10 years have seen unprecedented growth in US financial assets.  With GDP numbers continuing to be robust, what is there on the horizon that could derail a continuation in the US economic expansion?  Additionally, are there any pockets of value that remain given all the growth and high valuations?  And finally, how should the family investment steward be thinking about allocating assets ahead of year-end?  These, and questions like these, will be the topics of discussion for this 2-hour Foundational Talk.  Specific products will not be mentioned, as our focus will be on education this evening.

March 6th, 2019

Greensboro, GA

Bone Island Grill

920 Greensboro Rd - Eatonton, GA

11:30 AM - 1:30 PM


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

This Foundational Talk will discuss how to evaluate your estate plan if you find yourself as a widow(er) or as an acting Financial Power of Attorney.  These are not "if's"...they are "when's".  Having a cursory understanding of what a will is and does relative to powers of attorney and living wills is important as you think about crafting a legacy.  Also, thinking about your own end-of-life care will be even more important for you as a Single.  We will also discuss way to organize and/or edit your life as you enter this phase.  This session is meant to empower attendees and show how, with a little effort, the new life you live out can be as robust as the life you had with your spouse.

March 6th, 2019

Greensboro, GA

Reynolds Plantation

    The Preserve Clubhouse

        - The Dogwood Room

1091 Clubhouse Lane

6:00 PM - 8:00 PM


Economic and Tax Transitions: An Investor's Way Forward

In 2018, the US economy had the benefit of the recently enacted tax cuts (passed December 2017) to propel it forward.  But even though S&P 500 corporate earnings grew over 20% in 2018, US market returns were negative.  The Federal Reserve confused the markets in December 2018 and has been steadily trying to regain the market's confidence ever since.  What's an investor to do?  How should an investor think about the Fed, the tax cuts, and the economy in a year where virtually everyone is calling for a recession?  What asset classes should an investor consider in the current environment?  What asset classes should an investor avoid in the current environment?  These questions and others will be answered at this lunch talk.  *Note: This talk is for educational purposes only.  No products will be mentioned.

March 28th, 2019

Fernandina Beach, FL

Joe's 2nd Street Bistro

14 South 2nd Street

11:30 AM - 1:30 PM


Economic and Tax Transitions: An Investor's Way Forward

In 2018, the US economy had the benefit of the recently enacted tax cuts (passed December 2017) to propel it forward.  But even though S&P 500 corporate earnings grew over 20% in 2018, US market returns were negative.  The Federal Reserve confused the markets in December 2018 and has been steadily trying to regain the market's confidence ever since.  What's an investor to do?  How should an investor think about the Fed, the tax cuts, and the economy in a year where virtually everyone is calling for a recession?  What asset classes should an investor consider in the current environment?  What asset classes should an investor avoid in the current environment?  These questions and others will be answered at this lunch talk.  *Note: This talk is for educational purposes only.  No products will be mentioned.

March 28th, 2019

Ormond Beach, FL

Stonewood Grill

100 S. Atlantic Ave

6:00 - 8:00PM


Economic and Tax Transitions: An Investor's Way Forward

In 2018, the US economy had the benefit of the recently enacted tax cuts (passed December 2017) to propel it forward.  But even though S&P 500 corporate earnings grew over 20% in 2018, US market returns were negative.  The Federal Reserve confused the markets in December 2018 and has been steadily trying to regain the market's confidence ever since.  What's an investor to do?  How should an investor think about the Fed, the tax cuts, and the economy in a year where virtually everyone is calling for a recession?  What asset classes should an investor consider in the current environment?  What asset classes should an investor avoid in the current environment?  These questions and others will be answered at this lunch talk.  *Note: This talk is for educational purposes only.  No products will be mentioned.

April 3rd, 2019

Greensboro, GA

Bone Island Grill

920 Greensboro Rd - Eatonton, GA

11:30 AM - 1:30 PM


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

This Foundational Talk will focus on three main topics: Staying Single after the loss of a spouse; Co-habitation vs. Marriage and the legal differences thereof; Fun Things to consider when on you own for the first time in decades.  Attendees should expect to walk away with several new thoughts and reinforcements as they begin again.

May 8th, 2019

Greensboro, GA

Bone Island Grill

920 Greensboro Rd - Eatonton, GA

11:30 AM - 1:30 PM


Session #7:  Education for the Non-Financial Spouse -- Preparing to Age in Place

This final Foundational Talk will discuss what one should think about when considering where to live during their final days.  Some people really wish to live at home while others prefer to move into a CCRC type of community.  Given the choice, how do you evaluate the merits of each?  This brief discussion will end with a celebration for making it through the seven sessions!

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