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Events and Educational Calendar

YourRetirementCoach is excited to start the new Spring quarter at ELM (Enrichment of Life Movement), which is a nonprofit, non-denominational organization for individuals 50+ who believe in lifelong learning. Beginning April 3rd, every Tuesday for eight weeks, we will teach two classes:

 

Death, Taxes, and Investing

Death is certain, taxes are inevitable, and investments are a matter of opinion. All three of these areas are connected and can trigger untold problems for you or your loved ones without proper planning and information. Learn how to create an orderly transition when you “check out” so you don’t leave total chaos.  In this class you will learn how to overcome many of the obstacles, learn the questions you need to ask, and leave with a TO-DO List to get you headed in the right direction.

Women, Wealth, and Wellness

Did you know women live an average of 4.9 years longer than men? Retirement dollars will need to stretch further for women, and in addition, women are more likely to need long-term care and often face some health-care needs alone. Married women may ultimately have sole responsibility for all financial decisions and disposition of the estate. This class will educate you about financial & investment planning, estate planning, and tax planning for women. In the end, it's all about you. Your goals. Your dreams. Your security.


Register now at  ELM!


 

50+

Yeomans Consulting Group, Inc. is proud to volunteer educational seminars at Kennesaw State University College of Continuing and Professional Education. There are a variety of classes offered at the OSHER Lifelong Learning Institute, and we look forward to the opportunity to educate and inspire students in our community through classes. Please visit
OLLI to learn more about the programs and to sign up for classes.





 




 
 
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 Financial Planning and Investment Advisory Services offered through Yeomans Consulting Group, Inc. YourRetirementCoach™, a registered investment advisor not affiliated with SagePoint Financial, Inc. Securities offered through SagePoint Financial, Inc. a registered broker dealer member FINRA/SIPC.

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information.

SOCIAL MEDIA DISCLOSURE
Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. "Likes", "Favorites" and comments should not be considered a reflection of client experiences or future performance. "Likes" and "Retweets" should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, NC and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.