Seminars & Events

We love getting together with clients and meeting new people.  We hope that you are able to join us for this year's upcoming events.  



Why attend a seminar…

Retirement planning today is nothing like what it was for your grand parents. Today’s retirees have different circumstances and different choices. We strive to offer timely workshops in the Del Webb Community to help keep you abreast to things that can impact your retirement plan.

Some of our past workshops included:

  • 3 Tax Strategies to Rescue Your Retirement Plan

  • Social Security Rules You Need to Know

  • What is the Future of Government Benefits?

If you missed a seminar and have related questions please call our office at 706.451.9800 or send an email to, we would be happy to schedule a time to discuss your concerns.

Below are future seminar dates and a registration form to receive seminar information and updates.

Future Dates:

July 23, 2019 – DWLO Stretch IRA - Good for now, but bad for the future?

Proposed IRA changes could benefit you- but at the expense of your beneficiaries. Your successful children could be impacted the most. See what you can do to avert a tax disaster and join us on July 23, 2019.

September 17, 2019 – DWLO

November 12, 2019 – DWLO 


Seminar Registration

Name *
Seminars start at 4:00 p.m.
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Can't make it to a seminar and want to ask a question? No problem. Just use the buttons below to schedule a phone call or an office visit.

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