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 katelyn.nelson@raymondjames.com.

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).

Venue

Stillwaters SWRA Office & Conference

1816 Still Waters Drive
Dadeville, AL 36853