Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming Seminars:

August 13
Ways to Help Shield Yourself from a Potential Tax Storm
6:30 pm | The Pirate’s House
August 15
Ways to Help Shield Yourself from a Potential Tax Storm
6:30 pm | The Pirate’s House
September 17
Ways to Optimize Your Social Security Benefits and Medicare
6:30 pm | Georgia Tech – Savannah Campus
September 19
Ways to Optimize Your Social Security Benefits and Medicare
6:30 pm | Georgia Tech – Savannah Campus
October 10
State of the Union
6:00 pm | Cohen’s Retreat

Upcoming Drives:

July 15 — July 26
Back to School Drive
October 28 — November 15
Thanksgiving Food Drive with Second Harvest

Upcoming Client Events:

September 14
Habitat for Humanity Team Build Day
October 29
Habitat for Humanity Team Build Day
December 19
Client Appreciation Holiday Party

5:30 – 9 p.m. | Alee Shriners

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 912.354.4200