Events
The SECURE Act and SECURE Act 2.0
Spanky's Pooler 1221 US-80, Pooler, GA, United StatesLearn how changing legislation impacts your retirement. Well-known local financial advisor, Wendy Wallace, will teach you in this dynamic workshop how to create your own "personal economy" and thrive regardless…
Three Ways to Take Back Control of Your Financial Future
The ShellHouse Seafood Restaurant 8 Gateway Blvd W, Savannah, GA, United StatesJoin us for an evening of food, fun, and education as we discuss the following: - Volatile Markets – Proactive strategies to help survive market volatility in 2023 - Social…
Three Ways to Take Back Control of Your Financial Future
The ShellHouse Seafood Restaurant 8 Gateway Blvd W, Savannah, GA, United StatesJoin us for an evening of food, fun, and education as we discuss the following: - Volatile Markets – Proactive strategies to help survive market volatility in 2023 - Social…
Seminar: Strategies Designed to Combat Inflation & Taxes from Impacting Your Retirement
Savannah Country Club 501 Wilmington Island Rd, Wilmington Island, GA, United StatesJoin us for a complimentary dinner presentation for you and one adult guest. Wendy will discuss strategies designed to combat inflation & taxes from impacting your retirement: How you may…
Seminar: Strategies Designed to Combat Inflation & Taxes from Impacting Your Retirement
Savannah Country Club 501 Wilmington Island Rd, Wilmington Island, GA, United StatesJoin us for a complimentary dinner presentation for you and one adult guest. Wendy will discuss strategies designed to combat inflation & taxes from impacting your retirement: How you may…
Seminar: Strategies Designed to Combat Inflation & Taxes from Impacting Your Retirement
Savannah Country Club 501 Wilmington Island Rd, Wilmington Island, GA, United StatesJoin us for a complimentary dinner presentation for you and one adult guest. Wendy will discuss strategies designed to combat inflation & taxes from impacting your retirement: How you may…
State of the Markets: Insight & Dinner
Vic's on the River 26 E Bay St, Savannah, GA, United StatesJoin us for en evening filled with market insights, lively conversations, and dinner, featuring speakers Tom Siomades with AE Wealth Management, Tim Sargent with Sterling Capital Management, and Wendy Wallace…
How to Optimize Your Retirement Income and Social Security Benefits
Georgia Tech - Savannah Campus 210 Technology Circle, Savannah, GA, United StatesHow to Optimize Your Retirement Income and Social Security Benefits
Georgia Tech - Savannah Campus 210 Technology Circle, Savannah, GA, United StatesGalentine’s Brunch
Savannah Country Club 501 Wilmington Island Rd, Wilmington Island, GA, United States