Events
Upcoming Events
October 3, 2023 - December 5, 2023
2:00p - 3:00p
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.
Past Events
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.