Money Know-How,
Made Local
Upcoming Events
Guided by our team's passion for financial knowledge, it’s our goal to equip families in Rankin, Madison, and Hinds Counties with the clarity and information necessary to make confident money decisions in our tailored group workshops.
Join us for an event
We believe retirement planning is about more than finances; it’s also about creating a safe, comfortable, and connected lifestyle as technology continues to evolve. That’s why we’re excited to welcome Jake Manning of Mississippi Smart Homes to speak at our upcoming client dinner event.
Jake specializes in smart home technology designed to simplify everyday living, enhance convenience, improve home security, and help homeowners age comfortably in place. Jake will also be sharing insights on artificial intelligence (AI), emerging technology trends, and how these tools are beginning to impact our homes and everyday lives.
Date:
Tuesday, June 30, 2026
Time:
6:00 PM
Location:
Amerigo – Flowood
155 Market St
Flowood, MS 39232
We encourage you to bring a
friend or guest
who may enjoy this conversation as well. Seating is limited, so please RSVP early to reserve your spot. We’re looking forward to an informative evening filled with great conversation, helpful insights, and practical ideas for modern living.
RSVP by June 16
Please call the office to register for this event
Dates:
2 Part Course
Date: Tuesday, January 27th & February 3rd
Time: 6:30 p.m. - 8:30 p.m
Location:
Holmes Community College
McGowen Workforce Center
412 Ridgeland Ave
Ridgeland, MS 39157
Partner With Advisors Whose Life’s Work Is Protecting Yours
Gain the clarity and confidence to focus on family, opportunity, and the life you’ve earned.
