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Upcoming Dinner Seminars

It can be difficult to make financial decisions without access to the right information. We're committed to helping you make informed decisions about your financial future.

Nicholas Wealth Management Events

At Nicholas Wealth Management, we hold informational seminars for our clients and the greater community that feature information on specific topics such as retirement planning and investment management. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

Topic: 5 Critical Areas of Risk in Retirement

Join us for a complimentary evening of dinner and discussion focused on the 5 critical areas of risk in retirement that every retiree should address.

During this Q&A discussion highlights will include:

  1. Generating income you won't outlive.
  2. The importance of controlling volatility in your investment portfolio.
  3. Strategies to reduce your tax burdens now, and in the future.
  4. Health and long-term care strategies to protect your home and assets.
  5. How to leave a legacy instead of a headache for your loved ones.

Our Calendar of Events

Monday June 11, 2018
Location: Buckhead
Time: 6:00 PM

Tuesday June 12, 2018
Location: Buckhead
Time: 6:00 PM

Tuesday June 26, 2018
Location: Kennesaw
Time: 6:00 PM

Thursday June 28, 2018
Location: Kennesaw
Time: 6:00 PM

Don't see a date or location that works for you? No problem!  Feel free to contact us and schedule a complimentary one-on-one meeting with a Nicholas Wealth Advisor. We'll be happy to sit with you and discuss your own personal financial situation.

NOTE:

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are designed solely for individuals looking to obtain financial information and or advice. 
  • If you have attended in the last 24 months, we ask that you request to be put on the wait list. Our policy is to give preferential seating to first time attendees. 
  • If you are a financial advisor or if you are in the financial services industry, we ask that you kindly extend a professional courtesy and not attend.

 

By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

Securities offered through TCM Securities Inc., 2230 Towne Lake Parkway, Building 800, Suite 300, Woodstock, GA 30189. 404.889.8733. Members FINRA/SIPC. Investment advisory services offered through BluePath Capital Management, LLC and Triumph Wealth Advisors. You can check us out on FINRA BrokerCheck here.