Matt Glova, CFP® and John Puckett, CFP®, MBA will host this dinner event for our Suwanee, GA office clients and guests. Special guest speaker David Coe, Regional Director with Fidelity, will present on current market condition and how the remainder of 2023 looks. Thursday, November 9, 2023 6:00 - 8:00 pm The 1818 Club, Duluth, GA ...

The markets may have settled a bit from recent volatility, but there is still discussion of what the rest of 2023 will hold. Will it remain steady, have a slight downturn or move into recession territory? And what does that mean for your investment portfolio? Join us to hear a mid-year outlook on current market and ...

Are you wondering how to stay calm, cool and invested during times of volatile markets? Greg Davis, Associate Managing Director with MFS, will provide tips and insights on how to stay on track and live the life you want. When: Wednesday, May 24, 2023, 6:00 – 7:30 pm Where: The 181 Club, 6500 Sugarloaf Parkway, Duluth, GA ...

We are excited to announce that we will be hosting our FIRST ANNUAL SHRED EVENT at our Suwanee, GA office on Saturday, April 29th, 2023 from 10am - 1pm! Do you need to get rid of old documents safely & securely? Want to get a head start on spring cleaning? At this event, you can ...

We are excited to announce the 10TH ANNUAL SHRED EVENT will be held on Saturday, April 1st, 2023 from 10am - 1pm! (no foolin') Do you need to get rid of old documents safely & securely? Want to get a head start on spring cleaning? At this event, you can do all these things while ...