Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our speaking events focus on financial concerns that face both families and individuals, things like how to prepare for retirement, unexpected medical expenses and ways to support your desired lifestyle.

Attend one of our seminars to learn how addressing these and other financial concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

May 13
Estate Planning Lunch & Learn with Attorney Wesley Blanchard!
12:00 pm | Gregory Ricks & Associates
May 15
Wine, Wisdom & Food with Gregory Ricks at Keith’s Young’s Steakhouse!
6:30 pm | Keith Young’s Steakhouse in Madisonville
May 21
Wine, Wisdom & Food with Gregory Ricks at Ruth’s Chris Steak House!
6:30 pm | Ruth’s Chris Steakhouse in Metaire
June 11
Wine, Wisdom & Food with Gregory Ricks at Keith’s Young’s Steakhouse!
6:30 pm | Keith Young’s Steakhouse in Madisonville
July 16
Wine, Wisdom & Food with Gregory Ricks at Ruth’s Chris Steak House!
6:30 pm | Ruth’s Chris Steakhouse in Metaire

Rather meet One-on-one?

Schedule a meeting with one of our Wealth Advisors to create your financial strategy today.

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