Our Suwanee area clients are invited to a special evening at The 1818 Club. We will start with a cocktail reception followed by a buffet dinner.

Special guest speaker Dave CoeRegional Director with Fidelity Institutional, will give a Market Update in consideration of the rising interest rate environment.

You will also have the opportunity to meet John Puckett, CFP®, MBA, a new advisor working in our Suwanee office. 

When: Tuesday, May 10, 2022,6:00 – 8:30 pm
Where: The 1818 Club, 6500 Sugarloaf Parkway, Duluth, GA

We hope you will join us for this special evening.
Feel free to bring a friend! Add them to your RSVP below.