4170 Ashford Dunwoody Road
We strongly believe in continuing education for our clients, their family and friends. Through our regular Lunch & Learn and Webinar programs we are able to provide information on a variety of topics. Our seminars are a casual, one-hour affair, held on various days of the week at 11:00 am, followed by a complimentary social lunch. We have also had extraordinary speakers join us for exclusive engagements.
Our catalogs of past seminars and webinars:
State of the Markets 2022 (recorded on 4/14/22)
What's New for 2022 Taxes? (recorded on 2/1/22)
Inflationation (recorded on 11/4/21)
The Probate Process (recorded 10/7/21)
Medicare 101 - 2022 (recorded 9/2/21)
Halftime Report 2021 (recorded 7/22/21)
Lessons from the Weimar Republic (recorded 4/21/21)
2021 State of the Markets (recorded 3/11/21)
The SECURE Act Killed the Stretch IRA (recorded 10/6/20)
Halftime Report 2020 Webinar (recorded 8/4/20)
Social Security (recorded 3/10/20)
2020 State of the Markets (recorded 1/23/20)
2020 Beginner's Guide to Medicare (recorded 10/1/19)
The Storm Before the Calm (recorded 7/10/19)
2019 State of the Markets (recorded 3/26/19)
Half-time Report (recorded 7/31/18)
Family Financial Workshop (recorded 6/7/18)
What to do When Your Spouse Dies (recorded 2/27/18)
Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.
Please note: Disclosures displayed in the videos recorded before June of 2021 reflect the requirements from a previous Broker-Dealer. Content presented in our catalog of videos discusses events that have passed and should be treated as archived information. See footer for new disclosures and how we provide services
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