SAVE THE DATES FOR UPCOMING EVENTS!

Retirement Readiness Event
April 7, 2017
9:30 am to 4 pm
Palisades Office Park – Atlanta

We’ve been planning your financial retirement for quite some time but this workshop focuses on aspects of retirement beyond the financials. We will address important topics related to:

  • Work and career in retirement
  • Health and wellness
  • Family and relationships
  • Leisure and hobbies
  • Personal Development

This interactive workshop will be customized to you. You will be asked to complete a short online assessment prior to the workshop. During the workshop, you will receive your results, which will focus on twenty dimensions of retirement success. The results will help you decide where to put more energy in preparing for a next life transition. The workshop will be facilitated by Joni Youngwirth, an outside expert affiliated with Commonwealth Financial Network.  As I mentioned before, the workshop will be interactive, but it will also be fun! 

Please RSVP to Angela Fernandez at 770-261-5380 or afernandez@atlantafinanical.com by March 14. 


Neighborhood Dinner: Norcross
April 13, 2017

We’re hitting the road and meeting our clients where they live by hosting theme dinners throughout the Atlanta Metro area. April’s gathering will be in Norcross. If you live in the area and your situation is a good fit for the program topic, be on the lookout for a personal invitation!


Shred-it & Tech Mobility Bar Event
May 17, 2017
3:30 – 6 pm
Atlanta Financial Offices

Do you have stacks of confidential documents that you aren’t sure how to dispose of? Are there questions you have about getting the most out of your mobile device? Bring your papers and your mobile devices to a unique event. Atlanta Financial is partnering with Shred-it to accept your confidential documents and properly dispose of them – giving you the confidence to “shred it and forget it.” And, Carmichael Consulting will staff our Tech Mobility Bar to answer your questions and fix your problems with iPads, iPhones, Android devices, tablets and more. 

Please RSVP to Angela Fernandez at 770-261-5380 or afernandez@atlantafinanical.com by May 15. And don’t forget to BYOF (Bring Your Own Friend)!


Neighborhood Dinner: Sandy Springs
June 29, 2017

We’re hitting the road and meeting our clients where they live by hosting theme dinners throughout the Atlanta Metro area. June’s gathering will be in Sandy Springs. If you live in the area and your situation is a good fit for the program topic, be on the lookout for a personal invitation!

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