Alternative Methods of Funding Your Long-term Care Expenses

Luna's Restuarant 200 Main St SW, Ste 102, Gainesville

Please join Strong Gaddy Lee Wealth Management Group and their community partners on Tuesday, March 19 to learn about alternative methods of paying for long-term care. Did you know? 1. Most long-term care expenses are not covered by Medicare. 2. Many long-term care needs are not medical, but are for […]

The Process of Managing Retirement Income: Replacing your Paycheck

United Way 527 Oak Street, Gainesville, GA

Speaker: Greg Whitaker Regional Consultant - Thornburg Investment Management As investors, we have been always told to save and invest so eventually we can turn those investment into retirement income. The question then becomes “How do I do that?”.  This discussion will help you visually understand how to turn those […]

Retirement Planning Tools: Tools to help you answer 2 questions: Where do I stand? Am I saving enough?

United Way 527 Oak Street, Gainesville, GA

Speaker: Dev Shah, CIMA® Market Leader - Blackrock Investment Management This lunch and learn will examine some online tools to assist you in building a financial plan and monitoring your investments as they relate to your goals and objectives. This will include demonstrations on how to access these resources online. […]

Mother’s Day Luncheon

Atlanta Botanical Garden - Gainesville 1911 Sweetbay Drive, Gainesville, GA

Join us at the Atlanta Botanical Garden-Gainesville for female fellowship, fun and education at our annual Mother's Day Luncheon. Agenda Technology Tools to Simplify your Life Kelly Lee, MBA, CFP, Financial Advisor, Strong Gaddy Lee Wealth Management Long term Care Options Simplified Karen Johnson, Regional VP, Sales, Global Atlantic Financial […]

Guide to the Markets: 2019 Outlook

Northeast Georgi History Center 322 Academy Street, NE, Gainesville, GA

Presented by: David Lebovitz, JP Morgan Many investors have seen strong performance over the last 10 years which has included the longest bull market in US history. Come learn more about JP Morgan's 2019 outlook and what this means for your portfolio as you approach retirement and/or your investing goals. […]

Social Security: Getting the most out of your Social Security

United Way 527 Oak Street, Gainesville, GA

Presented by: Michael Zagoria, AXA Distributors Understanding factors that impact Social Security benefits and recent legislature will be the focus of this discussion. If you are approaching retirement and deciding when to take social security, this will be a very important topic for you.   Event begins promptly at noon […]

Preparing for Retirement

Join us to hear Kelly Lee, Managing Partner & Financial Planner provide tips on planning for retirement. A builder must have blueprints and a process on how to build the home. Building a home correctly is important. your family sleeps and eats in your home; it protects you from storms; […]

Managing Emotions in a Difficult Time

Live Webinar

Tune in as Strong Gaddy Lee Wealth Management managing partner, Shane Gaddy, hosts a live town hall meeting on managing emotions during a difficult time. If you have any questions or trouble accessing the meeting, contact Carrie Wilson at 770-534-0727 or Join Meeting Phone Dial-in +1.888.748.9073 (United States(Primary)) +1.844.540.8065 […]

Young Professionals of North Georgia

Live Webinar

Join us for this first meeting to kick-off our new Young Professionals program designed for driven, like-minded individuals between 20 and 35 years old interested in building their personal and professional networks through educational and social events and seminars. In light of our current environment, Hunter Holland, Financial Advisor with […]