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    Latest Past Events

    State of the Markets: Insight & Dinner

    Vic's on the River 26 E Bay St, Savannah

    Join 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 with Lighthouse Financial Group.

    Seminar: Strategies Designed to Combat Inflation & Taxes from Impacting Your Retirement

    Savannah Country Club 501 Wilmington Island Rd, Wilmington Island

    Join 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 be able to reduce your income tax liability each year. Explore buffers that can limit downside exposure and preserve gains. What the war in Ukraine…

    Seminar: Strategies Designed to Combat Inflation & Taxes from Impacting Your Retirement

    Savannah Country Club 501 Wilmington Island Rd, Wilmington Island

    Join 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 be able to reduce your income tax liability each year. Explore buffers that can limit downside exposure and preserve gains. What the war in Ukraine…

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