Upcoming Seminars
The seminar process is the main focus for our educational success. We offer a free dinner seminar several times each month focusing on tax savings ideas as well as alternatives to current investments. Our products offer seniors a secure retirement.
All potential clients that attend our educational seminars are entitled to a free one-hour consultation with one of our representatives, associates or affiliates. During this hour, our advisors will discuss tax savings ideas, as well as secure ways to protect each client's assets, free from market risk.
Our seminars are by reservation only and usually last about an hour, followed by dinner. Seminars are usually restricted to people 55 and above, due to the subject matter discussed. Guests are always welcome and referrals are always appreciated. To attend one of our tax savings seminars, please call 800.461.3572 to book your reservation.
Upcoming seminars include the following dates and locations:
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Tuesday
Oct 21, 2008 | Outback Steakhouse | 145 Gwinco Blvd.
Suwanee, GA 30024 |
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Tuesday
Nov 11, 2008 | Blue Marlin Grill | Blue Marlin
Duluth, GA 30096 |
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Tuesday
Nov 18, 2008 | Outback Steakhouse | Outback Steakhouse
Suwanee, GA 30024 |
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OUR SERVICES
- Tax Reduction Planning
- Income Tax Preparation
- Pension & Retirement Plans
- Estate Planning &
Preservation
- Annuities
- Life Insurance
- Long Term Care
- 401k & IRA Rollovers
OUR GOAL IS YOUR SUCCESS
Guided by your investment objectives - not obligated to any single investment - our representatives draw upon a full compliment of safe financial products to construct the most appropriate portfolio for your needs. Come to our seminars to find out what we can do for you.
HELPFUL LINKS
www.irs.gov
www.bankrate.com
www.ethicscheck.com
www.finra.com |
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