You’re always invited!

Upcoming Events

Taxes and Retirement Informational Event
  • Date: Tuesday, February 4, 2020 or Thursday, February 6, 2020
  • Time: 6:30 p.m. to 8:30 p.m.
  • Venue: Murray Arts Center at Mount Paran Christian School
  • Address: 1275 Stanley Rd NW, Kennesaw, GA 30152
Event Information
Trump just signed some of the biggest changes to retirement plans in decades into law. Do you know how they may affect your retirement? You and a guest are cordially invited to join your host, Mark Fricks, RFC®, NSSA and ChFEBCˢᵐ, at the Murray Arts Center at Mount Paran Christian School in Kennesaw, GA as we discuss these important changes for those planning for retirement or recently retired. You won’t want to miss this event!

Please notify me about upcoming events

You’re
always invited!

Upcoming Events

Federal Benefits Training

(Federal employees only)

Are you a Federal Government employee approaching retirement? If so are you comfortable with your knowledge and understanding of all your retirement benefits?

Thursday, November 7th 6pm to 8:30pm Saturday, November 9th 9am to 11:30am

 
Charleston,  SC
Hilton Garden Inn
 

Fill out this form to be notified of upcoming events.

Check back often
 as there’s always
something going on!

Check back often as there’s always

something going on!

410 Villa Rica Way, SW, Suite 100

Marietta, GA 30064

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P   770.980.9262

F   678.952.8124

E   [email protected]

Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants.  Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies. This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.   It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

If a business has been accredited by the BBB, it means BBB has determined that the business meets accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB accredited businesses pay a fee for accreditation review and monitoring for continued compliance and for support of BBB services to the public.

BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business.

BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.

17179 - 2017/12/5

 

410 Villa Rica Way, SW
Suite 100
Marietta, GA 30064
770.980.9262

 

Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants.  Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies. This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.   It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

If a business has been accredited by the BBB, it means BBB has determined that the business meets accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB accredited businesses pay a fee for accreditation review and monitoring for continued compliance and for support of BBB services to the public.

BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business.

BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.

17179 - 2017/12/5