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For more than 39 years, the Retire Smarter family has helped our advisors deliver an exceptional experience to their clients —

UPCOMING EDUCATIONAL EVENTS

SEPTEMBER // 2020 • #OPENHOUSE

15^th/17^th

Open House — Home Office
September 15 & 17 @ 7:00pm | LaGrange, GA

OCTOBER // 2020 • #SMARTWOMEN

22^nd/24^th

Smart Women^® in Retirement
September 22 & 24 @ 7:00pm | Newnan, GA

SEPTEMBER // 2020 • #SMARTWOMEN

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Opinions expressed here are subject to change without notice. This commentary is for informational purposes only. The information, data, and analyses presented herein do not constitute investment advice, are provided solely for informational purposes and therefore are not an offer to buy or sell any investment. Retire Smarter has not considered any individual’s circumstances in preparing this information. Before making any investment decision, please consider consulting a financial or tax professional regarding your unique situation.

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News & Insights

For more than 39 years, the Retire Smarter family has helped our advisors deliver an exceptional experience to their clients —

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Small ideas that change everything

Why you may be paying your money manager to under-perform the market – And how to fix it.

When a 6% withdrawal rate is better than a 6% gain.

Why you need an estate plan – Even if you don’t have an estate.

Understanding variable annuity fees – And its lasting impact on your retirement savings.

Investment strategies to get you over the finish line.

Retire Smarter Launches as an Independent Retirement Planning Firm

UPCOMING EDUCATIONAL EVENTS

SEPTEMBER // 2020 • #OPENHOUSE

OCTOBER // 2020 • #SMARTWOMEN

SEPTEMBER // 2020 • #SMARTWOMEN

Talk to the author.

Through decades of relationships built on honesty and integrity, we value our position as a trusted advisor to families and business owners across the country • Reach out below; we'll be in touch.

simple &
transparent.

News & Insights

For more than 39 years, the Retire Smarter family has helped our advisors deliver an exceptional experience to their clients —

UPCOMING EDUCATIONAL EVENTS

SEPTEMBER // 2020 • #OPENHOUSE

OCTOBER // 2020 • #SMARTWOMEN

SEPTEMBER // 2020 • #SMARTWOMEN

Talk to the author.

Through decades of relationships built on honesty and integrity, we value our position as a trusted advisor to families and business owners across the country • Reach out below; we'll be in touch.

simple &transparent.

simple &
transparent.