Note: This event has been postponed until April (TBD)
This engaging presentation - organized in collaboration with Ashford Advisors - will explore the psychology of money and its role in your personal financial plan. Content will include a high-level conversation on the following topics:
1. Cash flow
2. Retirement Planning & Investments
3. Asset Protection
4. Estate Planning
Attendees will have the opportunity to sign up for a 30-minute phone consultation. There is no fee for this consultation and no obligation.
Everyone welcome - refreshments and hors d’oeuvres will be provided.
6:00 p.m. – 6:30 p.m. Registration and networking
6:30 p.m. – 7:30 p.m. Seminar
7:30 p.m.– 8:00 p.m. Networking
Nancy Du, MBA, RICP
Named one of NAIFA-Atlanta’s Top Female Advisors 2019, Ms. Du holds an MBA in Finance from UGA’s Terry College of Business. A Retirement Income Certified Professional, Ms. Du has 16+ years of experience. She is passionate about helping clients make informed decisions. She works closely with clients to understand the full scope of their financial needs and helping them build a road map to financial independence.
Nancy Du is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Ashford Advisors is not an affiliate or subsidiary of PAS or Guardian.
Josh Ketchie, CPA, CFP
Josh serves as a financial planner for entrepreneurs, young families, and high-potential income earners. He equips his clients for all stages of life with strategies customized to serve their individual and diverse needs. In addition to obtaining a Certified Financial Planner™ certification, Josh is also a Certified Public Accountant.
Josh Ketchie is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Ashford Advisors is not an independent registered investment advisor nor an affiliate or subsidiary of PAS or Guardian. Not a practicing CPA for Guardian or any subsidiaries or affiliates thereof. California License #0I85668 Arkansas License # 16816260
2019-90171 Exp 1/24
Suzanne Tucker Plybon JD, Partner - Arnall Golden Gregory LLP
Suzanne is a partner of Arnall Golden Gregory in Atlanta, where she focuses her practice on wealth transfer planning for ultra high net worth clients, international estate planning, and charitable planning. A leader of the firm’s Private Wealth Group, she also co-chairs the firm’s Tax Exempt and Charitable Organizations Practice.
A graduate of Duke University and Emory Law School, Suzanne is a fellow of the American College of Trust and Estate Counsel. Recognized as a leading attorney in Georgia in the Chambers High Net Worth guide, she has also been included for many years in Georgia Super Lawyers and Best Lawyers in America, where she has been named Atlanta Lawyer of the Year in trusts and estates. In addition to currently serving on the Board of Trustees of the Woodruff Arts Center and the Emory University Board of Visitors, Suzanne has served on numerous nonprofit boards over the years.
- Members: $10
- Non-Members/Free Unlimited Guest Members*: $40
*To access the Member rate, click here to purchase a WIB membership.
Special Guest Pricing
Members can register guests at member price.
* - Walk-ins will be accepted until event capacity is reached.
Free. Shared parking lot with P.F. Chang’s.
* If this area is full, please return to Ashwood Parkway and turn left at the next entrance for covered parking in the parking garage behind 900 Ashwood.