Finance at the Lake is a series of interactive lunch & learn workshops taught by licensed professionals coming to Lake Martin geared toward individuals, families, retirees and business owners wanting to learn how to create a process to achieve their financial, investment and retirement planning goals. 

Sign up in advance to reserve a seat for a complimentary lunch and learn session from 11 a.m. to 12:30 p.m. Must RSVP to secure lunch.

For more information, contact Katelyn G. Nelson at 334-213-4109 or 256-652-9597 or via email at

The Sept. 17 session will focus on how to create or refine your retirement income planning process (i.e. IRA distribution options, tax planning, investments).


Stillwaters SWRA Office & Conference

1816 Still Waters Drive
Dadeville, AL 36853