Our Events

See Individual Events Below for Additional Details and To Register

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Hosted by the Griffith & Werner Team, our workshops and events are complimentary and open to our community. Learn about strategies while staying informed about your business or individual financial planning by joining us at one of our workshops! Call today or click on a date below to reserve your seat for one of our upcoming events.

Live Events

The week's events

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
April 8, 2024
April 9, 2024(1 event)

11:00 am: Taxes in Retirement 567

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April 9, 2024

When: Tuesday, April 9, 2024
Time: 11:00 AM to 12:00 PM
Venue: Charlie Ferguson Community Center
Address: 1398 Reinhardt College Pkwy, Canton, GA 30114
Speaker: Gregory Scott Phelps

During this seminar, we'll cover the following:

  • The 2024 tax changes and how these could alter your retirement plan
  • The Secure Act 2.0 and what the new legislation means for you
  • Ways to potentially protect yourself against volatile market conditions
  • The changing rules for a retiring generation of baby boomers
  • How loss deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

*This event is designed for Accredited Investors.

Advisory Services offered through Griffith & Werner, Inc., a Registered Investment Advisor.
April 10, 2024(1 event)

11:00 am: Taxes in Retirement 567

–
April 10, 2024

When: Wednesday, April 10, 2024
Time: 11:00 AM to 12:00 PM
Venue: Charlie Ferguson Community Center
Address: 1398 Reinhardt College Pkwy, Canton, GA 30114
Speaker: Gregory Scott Phelps

During this seminar, we'll cover the following:

  • The 2024 tax changes and how these could alter your retirement plan
  • The Secure Act 2.0 and what the new legislation means for you
  • Ways to potentially protect yourself against volatile market conditions
  • The changing rules for a retiring generation of baby boomers
  • How loss deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

*This event is designed for Accredited Investors.

Advisory Services offered through Griffith & Werner, Inc., a Registered Investment Advisor.
April 11, 2024
April 12, 2024
April 13, 2024
April 14, 2024

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Our Firm

At our firm, your portfolio is managed by our in-house team with years of financial experience. We give each and every client the time and attention they deserve.

Our Testimonials

“Very professional and friendly. Always respectful of my questions. Plain and simply put partnering with Griffith & Werner was the best financial decision I’ve ever made.”

Steve

Our Process

We follow a five-step process to create your financial plan. We intimately understand your short and long-term goals and take an active approach in helping you pursue them.

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