Coffee With The Coach
Multiple times a year, we like to virtually host Coffee With The Coach.
At each CWTC, we share a market update, facts around financial news that can affect you, and are kindly joined by a local guest who we call our "Guest Coach."
Each guest is a local expert in their field. We've hosted guests in industries such as travel, personal safety, tax planning, estate planning, elder law, elder care, and so many more!
We love to hear from our coaches while our guests enjoy coffee from the comfort of their homes.
These events are educational, lots of fun, and we can't wait to see you (virtually) at the next one!
Osher Lifelong Learning Institute (OLLI)
We also teach classes during the Spring, Fall and Winter at Kennesaw State University's OLLI Program!
The Osher Lifelong Learning Institute (OLLI) offers an impressive selection of educational and social opportunities for adults age 50 and older. With a purpose to promote lifelong learning and continued intellectual and personal growth for retirement-age individuals, OLLI has become the place for fun, interactive learning in a safe and encouraging environment.
Class Examples:
Do I Need An Estate Plan?
Estate Planning for Second Marriages
Retirement, Tax & Estate Planning
Beyond Long-Term Care
Social Security & Retirement Income Planning