Here is a preview of what you'll learn during the seminar:



The Big Picture: Four Things Everyone Should Know About Their Investment Portfolio:

Far too often, investing is viewed as a binary investment activity in which you win if you have more money and lose if you have less. Sustainable success, however, is much more nuanced. Join us for a closer look at four things everyone should know about their investment portfolio – Asset Allocation, Benchmarks, Taxes and Fees – as we walk through a portfolio statement and help you understand what’s really going on with your investments. We’ll also offer some strategic tips for financial well-being outside of an investment portfolio. (Speakers - Andrew Hall and Melissa Visbal at Narwhal Capital Management)



Three Documents Everyone Needs, No Matter What: Wills, Powers of Attorney, and Healthcare Documents:

Learn why every single adult, regardless of wealth or family make up, needs at least a Will, a Financial Power of Attorney, and Georgia Advance Directive for Healthcare. We will go over some myths people have about who inherits if you don't have a Will. It is probably not who you think! We'll also talk about how planning with these three documents can prevent your loved ones from having to go through the expensive, painful, and time consuming process of a guardianship or conservatorship as well as some tips to avoid probate. (Speaker - Amanda Riedling at the Georgia Wills, Trusts, and Probate Firm, LLC)

Please see disclosures.