Upcoming and Recent Events

We are excited to announce that we will be hosting our 3rd ANNUAL SHRED EVENT at our Suwanee, GA office on Saturday, April 12th, 2025 from 10 am - 12 pm! Do you need to get rid of old documents safely & securely? Want to get a head start on spring cleaning? At this event, you ...

We are excited to announce the 12TH ANNUAL SHRED EVENT will be held on Saturday, May 10th, 2025 from 10 am - 12 pm. 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 ...

Mid-year is a great time to check-in on the markets. Chris Fasciano, Senior Portfolio Manager with Investment Management & Research at Commonwealth Financial Network will present a Market Update and Outlook for our clients and guests. One hot topic of discussion will be how the upcoming election may impact the markets. We will host both ...

Investing in an election year presents unique challenges due to increased market volatility and uncertainty surrounding policy changes. As November 2024 approaches, election noise will only increase, making it crucial for investors to maintain focus on their long-term goals. Is one party better than the other for investors? Do politics impact specific stocks or asset ...

We are excited to announce that we will be hosting our 2nd ANNUAL SHRED EVENT at our Suwanee, GA office on Saturday, May 11th, 2024 from 10 am - 12 pm! Do you need to get rid of old documents safely & securely? Want to get a head start on spring cleaning? At this event, ...