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Financial Goals

Get the information that can help you live a confident retirement.

Nicholas Wealth Management Event

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.

Upcoming Workshops

Dates

Monday, January 24th at 6:00PM

Tuesday, January 25th at 6:00PM

 

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.

Client Life

Markets and Mimosas: Q2 2021

At Nicholas Wealth, we host quarterly market breakfasts for all our clients. We'll review the highlights of each quarter, sharing where the markets currently stand, where they may be headed, while enjoying a delicious breakfast!

Princess Party

Nicholas Wealth hosted a royal brunch for client's families with Frozen's Elsa & Anna, and numerous other tiny princesses! The girls read stories, danced, decorated cookies, and had princess lessons!

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Rather meet
One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at (404) 890-5606.