Broker Check

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.  Most are complimentary and all are educational in nature.   It would be our pleasure to host you at one that is of interest to you.

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 4th, 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!

September 10th, 2019 - Tuesday

Greensboro, GA

Bone Island Grill

920 Greensboro Rd - Eatonton, GA

11:30 AM - 1:30 PM


Session #1:  Education for the Non-Financial Spouse - Finance 201

These Sessions have been put together to educate the non-financial spouse in case he/she is suddenly left in charge of everything.  Too often, marriages have one party that handles most/all of the financial things while the other spouse handles everything else.  But with age comes the rise in probability of a bad diagnosis or onset of a sudden health issue.  What would the non-financial spouse do in this case?  Would he/she have the time and/or energy to learn the financial ropes while also grieving or supporting their spouse?  These 6 Foundational Talks are meant to lay the groundwork for further discussions with the financial spouse at home...NOW. 

This first Session will cover understanding and developing a meaningful budget, using your bank more effectively, using credit in a smart way, understanding all of your various insurance (home, auto, life, long-term care), and the basics of understanding your taxes.  

September 12th, 2019 - Thursday

Fernandina Beach, FL

Joe's 2nd Street Bistro

14 S 2nd Street

11:30 AM - 1:30 PM


Session #1:  Education for the Non-Financial Spouse - Finance 201

These Sessions have been put together to educate the non-financial spouse in case he/she is suddenly left in charge of everything.  Too often, marriages have one party that handles most/all of the financial things while the other spouse handles everything else.  But with age comes the rise in probability of a bad diagnosis or onset of a sudden health issue.  What would the non-financial spouse do in this case?  Would he/she have the time and/or energy to learn the financial ropes while also grieving or supporting their spouse?  These 6 Foundational Talks are meant to lay the groundwork for further discussions with the financial spouse at home...NOW. 

This first Session will cover understanding and developing a meaningful budget, using your bank more effectively, using credit in a smart way, understanding all of your various insurance (home, auto, life, long-term care), and the basics of understanding your taxes.  

October 8th, 2019 - Tuesday

Greensboro, GA

Bone Island Grill

920 Greensboro Rd - Eatonton, GA

11:30 AM - 1:30 PM


Session #2:  Education for the Non-Financial Spouse - Finance 301

This Session will cover the basic terms of investing.  If you are suddenly left in charge of EVERYTHING, then you will need to know how to communicate effectively with the people that provide you financial advice.  We will define many terms like Equities, Fixed Income, Real Property, etc so that attendees will not be overwhelmed with the new terminology and lingo when the time comes for them to handle the family's investments.  Asset allocation and understanding the costs will also be discussed. 

October 10th, 2019 - Thursday

Fernandina Beach, FL

Joe's 2nd Street Bistro

14 S 2nd Street

11:30 AM - 1:30 PM



Session #2:  Education for the Non-Financial Spouse - Finance 301

This Session will cover the basic terms of investing.  If you are suddenly left in charge of EVERYTHING, then you will need to know how to communicate effectively with the people that provide you financial advice.  We will define many terms like Equities, Fixed Income, Real Property, etc so that attendees will not be overwhelmed with the new terminology and lingo when the time comes for them to handle the family's investments.  Asset allocation and understanding the costs will also be discussed. 

November 5th, 2019 - Tuesday

Greensboro, GA

Bone Island Grill

920 Greensboro Rd - Eatonton, GA

11:30 AM - 1:30 PM


Session #3:  Education for the Non-Financial Spouse - 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.

November 7th, 2019 - Thursday

Fernandina Beach, FL

Joe's 2nd Street Bistro

14 S 2nd Street

11:30 AM - 1:30 PM


Session #3:  Education for the Non-Financial Spouse - 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.

January 7th, 2020 - Tuesday

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 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 LOT of tears and 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 LOT of tears and discussion.

February 11th, 2020 - Tuesday

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 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

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 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 The Next Foundational Event

Name
Email
Phone
Message
Thank you! Oops!