Broker Check

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

January 25, 2024

2:00p - 2:30p

2024 Annual Outlook Webinar

January 5, 2024

2:00p - 2:30p

2024 Annual Outlook Webinar

October 19, 2023

12:00p - 1:30p

TopGolf Chattanooga

Afternoon of TopGolf Lunch and Learning about Private Equity Investing with Stepstone

Join me at a lunch, learn, and play at Topgolf. This quarter's education partner is StepStone Private Wealth. This is an opportunity to learn more about Private Equity investing in a fun, relaxing environment where you can ask questions and get to know the sponsor, StepStone Private Wealth, to see if you feel like they could be right for you in a no-pressure space.

October 3, 2023 - December 5, 2023

2:00p - 3:00p

Webinar

September 7, 2023

5:30p - 6:30p

Webinar

College Funding Webinar

Does the expense of college make sense and how to pay for it.

September 5, 2023

5:30p - 6:30p

Webinar

August 10, 2023

5:30p - 6:30p

Webinar

College Funding Webinar

Does the expense of college make sense and how to pay for it.

August 8, 2023

5:30p - 6:30p

Webinar

July 19, 2023

5:30p - 6:30p

Webinar

Recovering From Financial Hardship

Financial setbacks are not the end of the world. You will learn in the presentation how to get back on track and develop strategies to minimize setbacks in the future.

July 18, 2023

5:30p - 6:30p

Webinar

October 4, 2022

6:00p - 7:00p

This is an online webinar after you register you will get a link for the presentation

INVEST AN HOUR IN AN UNDERSTANDING SOCIAL SECURITY WEBINAR

Fun webinar to learn how you could maximize your Social Security benefits in a fun hour-long presentation by guest Speaker Jody Harris.

May 16, 2022

12:00p - 12:30p

George Wealth Management's Zoom Webinar

Wealth Optimization Educational Seminar for Families with Special Needs

Learn wealth optimization strategies that will help to give you clarity and confidence about your financial future.

May 10, 2022

12:00p - 12:30p

George Wealth Management's Zoom Webinar

Wealth Optimization Educational Seminar

Learn wealth optimization strategies that will help to give you clarity and confidence about your financial future.

September 22, 2021

6:00p - 8:00p

Training Wheels

Taste and Learn (copy)

Presentation of investing basics for families with special needs.Wine Tasting.

Event Registration