Estate Planning Class
Event Details:
π Date: Tuesday, September 9th
π Time: 6:00 PM EDT
π Location: 1130 Bluffs Pkwy, Canton, GA 30114
π₯ͺ Food is provided β come hungry to learn!
Estate Planning Class
Event Details:
π Date: Wednesday, September 10th
π Time: 6:00 PM EDT
π Location: 1130 Bluffs Pkwy, Canton, GA 30114
π₯ͺ Food is provided β come hungry to learn!
Creating a Tax-Efficient Retirement
Event Details:
π Date: Wednesday, August 20th
π Time: 12:00 PM EDT
π Location: 2875 Old Milton Pkwy, Alpharetta, GA 30009
(Across the street from Avalon)
π₯ͺ Food is provided β come hungry to learn!
Register Here
Creating a Tax-Efficient Retirement
Event Details:
π Date: Tuesday, August 19th
π Time: 12:00 PM EDT
π Location: 2875 Old Milton Pkwy, Alpharetta, GA 30009
(Across the street from Avalon)
π₯ͺ Food is provided β come hungry to learn!
Register Here
Creating a Tax-Efficient Retirement
Event Details:
π Date: Wednesday, July 30th
π Time: 12:00 PM EDT
π Location: 2006 Heritage Walk, Milton, GA 30004
π₯ͺ Food is provided β come hungry to learn!
Creating a Tax-Efficient Retirement
Event Details:
π Date: Tuesday, July 29th
π Time: 12:00 PM EDT
π Location: 2006 Heritage Walk, Milton, GA 30004
π₯ͺ Food is provided β come hungry to learn!
Estate Planning Class
Event Details:
π Date: Thursday, July 17th
π Time: 6:00 PM EDT
π Location: 2875 Old Milton Pkwy, Alpharetta, GA 30009
(Across the street from Avalon)
π₯ͺ Food is provided β come hungry to learn!
Creating a Tax-Efficient Retirement
Event Details:
π Date: Wednesday, April 2nd
π Time: 12:00 PM EDT
π Location: 2753 Watts Drive Kennesaw, GA 30144.
π₯ͺ Food is provided β come hungry to learn!
Creating a Tax-Efficient Retirement
Event Details:
π Date: Wednesday, March 19th
π Time: 12:00 PM EDT
π Location: 2875 Old Milton Pkwy, Alpharetta, GA 30009
(Across the street from Avalon)
π₯ͺ Food is provided β come hungry to learn!
Creating a Tax-Efficient Retirement
Event Details:
π Date: Tuesday, March 4th
π Time: 12:00 PM EDT
π Location: 2300 LakeView Parkway
Alpharetta, GA 30009
First Floor Meeting Room
π₯ͺ Food is provided β come hungry to learn!
Creating a Tax-Efficient Retirement
Event Details:
π Date: Tuesday, November 12th
π Time: 12:00 PM EDT
π Location: 3410 Ronald Reagan Blvd
Cumming, GA 30041
π₯ͺ Food is provided β come hungry to learn!
Estate Planning Class
Event Details:
π Date: Tuesday, September 9th
π Time: 6:00 PM EDT
π Location: 1130 Bluffs Pkwy, Canton, GA 30114
π₯ͺ Food is provided β come hungry to learn!
Estate Planning Class
Event Details:
π Date: Thursday, September 10th
π Time: 6:00 PM EDT
π Location: 1130 Bluffs Pkwy, Canton, GA 30114
π₯ͺ Food is provided β come hungry to learn!
Creating a Tax-Efficient Retirement
Event Details:
π Date: Wednesday, August 20th
π Time: 12:00 PM EDT
π Location: 2875 Old Milton Pkwy, Alpharetta, GA 30009
(Across the street from Avalon)
π₯ͺ Food is provided β come hungry to learn!
Creating a Tax-Efficient Retirement
Event Details:
π Date: Tuesday, August 19th
π Time: 12:00 PM EDT
π Location: 2875 Old Milton Pkwy, Alpharetta, GA 30009
(Across the street from Avalon)
π₯ͺ Food is provided β come hungry to learn!
Creating a Tax-Efficient Retirement
Event Details:
π Date: Thursday, August 7th
π Time: 12:00 PM EDT
π Location: 1130 Bluffs Pkwy, Canton, GA 30114
π₯ͺ Food is provided β come hungry to learn!
Creating a Tax-Efficient Retirement
Event Details:
π Date: Wednesday, July 30th
π Time: 12:00 PM EDT
π Location: 2006 Heritage Walk, Milton, GA 30004
(Directly next to the Milton City Pool)
π₯ͺ Food is provided β come hungry to learn!
Creating a Tax-Efficient Retirement
Event Details:
π Date: Tuesday, July 29th
π Time: 12:00 PM EDT
π Location: 2006 Heritage Walk, Milton, GA 30004
(Directly next to the Milton City Pool)
π₯ͺ Food is provided β come hungry to learn!
Estate Planning Class
Event Details:
π Date: Thursday, July 17th
π Time: 6:00 PM EDT
π Location: 2875 Old Milton Pkwy, Alpharetta, GA 30009
(Across the street from Avalon)
π₯ͺ Food is provided β come hungry to learn!
Creating a Tax-Efficient Retirement
Event Details:
π Date: Wednesday, April 2nd
π Time: 12:00 PM EDT
π Location: 2753 Watts Drive Kennesaw, GA 30144.
π₯ͺ Food is provided β come hungry to learn!
Creating a Tax-Efficient Retirement
Event Details:
π Date: Wednesday, March 19th
π Time: 12:00 PM EDT
π Location: 2875 Old Milton Pkwy, Alpharetta, GA 30009
(Across the street from Avalon)
π₯ͺ Food is provided β come hungry to learn!
Creating a Tax-Efficient Retirement
Event Details:
π Date: Tuesday, March 4th
π Time: 12:00 PM EDT
π Location: 2300 LakeView Parkway
Alpharetta, GA 30009
First Floor Meeting Room
π₯ͺ Food is provided β come hungry to learn!
Creating a Tax-Efficient Retirement
Event Details:
π Date: Tuesday, November 12th
π Time: 12:00 PM EDT
π Location: 3410 Ronald Reagan Blvd
Cumming, GA 30041
π₯ͺ Food is provided β come hungry to learn!
We are an independent educational platform dedicated to helping individuals approaching or already in retirement. We organize public workshops across the country to provide clear, accessible information on important financial topics. We are not connected to any government agency, financial institution, or university.
Our workshops are completely free of charge. There is no fee to register or attend.
No β we operate independently and are not tied to any financial firms, government organizations, or schools. The workshops are strictly for educational purposes. Although the speakers may offer an opportunity to meet with them privately afterward, participation in such a meeting is entirely optional and separate from the workshop itself.
The workshops are led by experienced professionals from the financial industry β such as Certified Financial Planners, CPAs, or other qualified advisors β who have hands-on expertise in retirement and financial planning. Their goal is to share valuable knowledge and help attendees better understand the options available to them.
The workshops give presenters a way to give back to their community by sharing their knowledge. Occasionally, attendees decide theyβd like to work with the presenter after the class, which helps the presenter grow their practice. However, there is no obligation to hire or purchase anything from them β your participation ends when the workshop concludes, unless you choose otherwise.
No. Our workshops are purely educational and free from sales pitches. Many attendees comment on how refreshing it is to learn in a no-pressure environment. Presenters may leave their business cards or brochures for those who are interested, but no one will pressure you to sign up for any services during or after the event.
We are funded through fees paid by the presenters and, in the future, through advertising on our website. This support allows us to keep the workshops free and open to the public.