Upcoming Live Events
Navigating Retirement can be complex and evaluating the many options while running our already busy life can be a challenge. Our webinars and live presentations are designed with education in mind. The objective is to show you the concepts behind the recommendations we make. We look forward to seeing you at our next event!
Living a Tax-Free Retirement
Tuesday, April 29th, 2026 6:30pm - 8:00pm
- Fayette County Public Library
- 1821 Heritage Pkwy Fayetteville, GA 30214
- How to establish a retirement strategy tailored to your goals and objectives while considering your risk tolerance.
- Identify the IRA Ticking Time Bomb.
- How to optimize your asset allocation to minimize risk of loss.
- Why paying off your mortgage early might be a bad idea.
- How to use your banking strategies to become your own banker.
- How to use current IRS tax codes to create a tax-free retirement.
- How to generate predictable and reliable income for life.
Social Security Benefits Workshop
Tuesday, May 5th, 2026, 6:00pm - 8:00pm
- South Cobb Regional Library
- 805 Clay Road, Mableton, GA 30126
- How to properly file for Social Security Benefits.
- Maximize the amount you are eligible to receive.
- How to avoid the most common mistakes people make when claiming their benefits.
- Optimize your assets to minimize or avoid paying taxes on your social security benefits.
- How much income you can make and still draw social security.
- You can give away $100,000 or more by making the wrong selection!
Retirement Income Planning Workshop
Tuesday, March 17th, 2026 6:30 - 8:00pm
- Mercer University
- 975 Blairs Bridge Road Lithia Springs, GA 30122
- How to plan for when your retirement will start (including the impact of early retirement, delayed retirement, and working in retirement) how long it will last, and the retirement lifestyle you want
- Steps to estimate the amount of money you’ll need in retirement to meet your goals, factoring in health-care costs, taxes, and inflation
- How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate, and the best order to tap various accounts
Big Beautiful Bill Workshop
- Destiny World Church
- 7400 Factory Shoals Road, Austell, GA 30168
Discover How This Bill Impacts Your Business
- Unlock permanent tax savings with the 20% QBI deduction
- Maximize equipment & asset write-offs with expanded deductions
- Protect family wealth with estate & transfer strategies
- Boost employees’ benefits with valuable tax credits
- Get clarity on SALT deduction changes
- Explore Opportunity Zone investments
- Learn how tips & overtime are now tax-free
Secure Act 2.0 Workshop
- Lithia Springs Library
- 7100 Turner Drive, Lithia springs, GA 30122
- Overview of the Secure Act 2.0 and why it matters for retirees.
- New RMD age changes and how they affect your retirement income timeline
- Expanded catch-up contributions for those nearing retirement
- Key Roth updates, including new rules for high earners
- 529-to-Roth rollover opportunities for families
- New withdrawal flexibilities for emergencies
- How these updates may impact taxes, planning strategies, and long-term retirement confidence
Estate Planning Basics
- Mercer University
- 975 Blairs Bridge Rd, Lithia Springs, GA 30122
Secure Your Legacy: Discover the essentials of estate planning to protect your assets and ensure your loved ones are provided for.
Avoid Probate Hassles: Learn how to structure your estate to minimize probate, save time, and reduce costs for your beneficiaries.
Plan for Tax Efficiency: Gain insights on strategies to reduce estate taxes and preserve more wealth for future generations.
Protect Minor Children: Understand the importance of guardianship designations to safeguard your children’s future.
Power of Attorney & Healthcare Directives: Get clarity on how to establish clear instructions for financial and medical decisions if you become unable to make them.
Ensure Your Wishes Are Honored: Learn how to create a will or trust that reflects your unique goals and values, giving you peace of mind
upcoming Webinars
Women Wine and Wealth
Saturday, August 17th , 2024 11:30 am - 2:30 pm
Unveil the power of financial wisdom at Women, Wine, and Wealth – an exclusive event by Edward Financial Group. Savor exquisite wines as you delve into a comprehensive financial seminar tailored for women, where we craft personalized written financial and legacy plans. Join us in a celebration of empowerment, knowledge, and connections. Elevate your financial future with a perfect blend of expertise, fine wines, and the camaraderie of like-minded women and their significant others.
7 Risks to Retirement
November 18th 8 pm- 8:30 pm
It is imperative for every retiree to be cognizant of the seven key risks associated with retirement, as they have the potential to disrupt one’s envisioned retirement lifestyle. This webinar proves beneficial regardless of whether you have already finalized your retirement plan or are in the initial stages of contemplating your retirement journey. The seven risks encompass Longevity Risk, Inflation, Sequence of Returns, Withdrawal Rate Risk, Social Security, Health Care, and Taxation.
It is crucial to incorporate preventive measures within your retirement plan to mitigate these risks and ensure the resilience of your financial strategy. Please join us for a webinar that talks through these risks ensuring a better outcome for your retirement.