Gregory Ricks & Associates

A Guide to Optimizing Social Security Benefits and Minimizing Taxes at 5:30 PM
2024-08-22 17:30 - 18:30 UTC | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
You and your guest are invited to go beyond the basics and
master Social Security with our in-depth workshop.

We have limited seating so call to reserve your spot now!
(504) 832-9200
When: Thursday, August 22 @ 5:30 PM
Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

You and a guest are invited to our informative workshop.
We hold these as an introduction to our firm and as a way to give back to the community.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Navigating the Tax Landscape: Essential Tips for a Confident Tomorrow at 5:30 PM
2024-09-26 17:30 - 18:30 UTC | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
Navigating the Tax Landscape:
Essential Tips for a Confident Tomorrow
Join radio show host and financial advisor Gregory Ricks for a workshop to learn more about why your taxes
could possibly be HIGHER in retirement than they are now.

Potential ways to help avoid future tax volatility

Diversify your assets from a tax perspective

Take advantage of lower tax brackets

While many things may feel completely out of your control right now, your financial future doesn’t have to be one of them!

We have limited seating so reserve your spot now!

When: Thursday, September 26 @ 5:30 PM
Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

You and a guest are invited to our informative workshop.
We hold these as an introduction to our firm and as a way to give back to the community.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Navigating the Tax Landscape: Essential Tips for a Confident Tomorrow
2024-09-26 17:30 - 18:30 UTC | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
You and a guest are invited to our informative workshop. We hold these as an introduction to our firm and as a way to give back to the community.
Join radio show host and financial advisor Gregory Ricks for a workshop to learn more about why your taxes could possibly be HIGHER in retirement than they are now.

Potential ways to help avoid future tax volatility
Diversify your assets from a tax perspective
Take advantage of lower tax brackets

While many things may feel completely out of your control right now, your financial future doesn’t have to be one of them!
We have limited seating so reserve your spot now!

The Power of Estate & Tax Planning at 5:30 PM
2024-11-14 17:30 - 18:30 UTC | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
Join radio show host and financial advisor Gregory Ricks for
“The Power of Estate & Tax Planning”

This workshop is designed to learn different estate planning strategies to help secure your family’s future! Don’t leave
behind a potential tax bill for your family or make them deal with the emotional toll of sorting out your affairs.

Help ensure your wishes can be carried out.

Avoid potential conflicts and difficult decisions for your family.

Provide your family with a clear plan for distributing your assets,
allowing them to focus on healing and moving forward.

Don’t miss out on this valuable opportunity to help protect your loved ones and ensure your wishes are carried out.

We have limited seating so reserve your spot now!

When: Thursday, November 14 @ 5:30 PM
Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

You and a guest are invited to our informative workshop.
We hold these as an introduction to our firm and as a way to give back to the community.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Tax Planning Strategies to Help Reduce Your Taxes in Retirement at 5:30 PM
2025-02-20 17:30 - 18:30 UTC | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
Tax Planning Strategies to Help Reduce Your Taxes in Retirement
Join two of our advisors, Mason Goynes and Janae’ Bridges, for a workshop to learn more about why your taxes
could possibly be HIGHER in retirement than they are now.

Potential ways to help avoid future tax volatility

Diversify your assets from a tax perspective

Take advantage of lower tax brackets

While many things may feel completely out of your control right now, your financial future doesn’t have to be one of them!

We have limited seating so reserve your spot now!

When: Thursday, February 20 @ 5:30 PM
Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

You and a guest are invited to our informative workshop.
We hold these as an introduction to our firm and as a way to give back to the community.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

WEBINAR: Tax Planning Strategies to Help Reduce Your Taxes in Retirement
2025-02-27 | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
Tax Planning Strategies to Help Reduce Your Taxes in Retirement WEBINAR
Join two of our advisors, Mason Goynes and Janae’ Bridges, for a WEIBNAR to learn more about why your taxes
could possibly be HIGHER in retirement than they are now.

Potential ways to help avoid future tax volatility

Diversify your assets from a tax perspective

Take advantage of lower tax brackets

While many things may feel completely out of your control right now, your financial future doesn’t have to be one of them!

We have limited seating so reserve your spot now!

When: Thursday, February 27
Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

You and a guest are invited to our informative workshop.
We hold these as an introduction to our firm and as a way to give back to the community.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Social Security & Investment Strategies at 5:30 PM
2025-03-20 17:30 - 18:30 UTC | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
You and your guest are invited to go beyond the basics and master Social Security with our in-depth workshop.
Social Security & Investment Strategies
We have limited seating so call to reserve your spot now!
(504) 832-9200
When: Thursday, March 20 @ 5:30 PM
Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

You and a guest are invited to our informative workshop.
We hold these as an introduction to our firm and as a way to give back to the community.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

WEBINAR: Social Security & Investment Strategies
2025-03-27 11:00 - 11:30 UTC | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
You and your guest are invited to go beyond the basics and master Social Security with our in-depth workshop.
Social Security & Investment Strategies WEBINAR
We have limited seating so call to reserve your spot now!
(504) 832-9200
When: Thursday, March 27
Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

You and a guest are invited to our informative workshop.

We hold these as an introduction to our firm and as a way to give back to the community.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Income & Tax Planning Workshop at 5:30 PM
2025-04-24 17:30 - 18:30 UTC | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
Income & Tax Planning Workshop
Join financial advisor, Brandon Blanchard, for a workshop where we help you to understand the importance of creating a financial plan
that works for today and helps secure tomorrow.

Strategic Tax Planning: Optimize your tax strategy to keep more of your hard-earned money.

Retirement Income Solutions: Ensure your income lasts through your retirement years with personalized plans.

Comprehensive Wealth Management: Align your financial goals with efficient tax strategies.

Let us help you build a smarter financial future. We have limited seating so reserve your spot now!

When: Thursday, April 24 @ 5:30 PM
Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

You and a guest are invited to our informative workshop.
We hold these as an introduction to our firm and as a way to give back to the community.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

The Power of Estate & Tax Planning at 5:30 PM
2025-06-26 17:30 - 18:30 UTC | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
Join radio show host and financial advisor Gregory Ricks and
Estate Planning Attorney Wes Blanchard for
“The Power of Estate & Tax Planning”

This workshop is designed to learn different estate planning strategies to help secure your family’s future! Don’t leave
behind a potential tax bill for your family or make them deal with the emotional toll of sorting out your affairs.

Help ensure your wishes can be carried out.

Avoid potential conflicts and difficult decisions for your family.

Provide your family with a clear plan for distributing your assets,
allowing them to focus on healing and moving forward.

Don’t miss out on this valuable opportunity to help protect your loved ones and ensure your wishes are carried out.

We have limited seating so reserve your spot now!

When: Thursday, June 26 @ 5:30 PM
Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

You and a guest are invited to our informative workshop.
We hold these as an introduction to our firm and as a way to give back to the community.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

WEBINAR: The Power of Estate & Tax Planning
2025-06-27 11:00 - 11:30 UTC | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
Join radio show host and financial advisor Gregory Ricks and
Estate Planning Attorney Wes Blanchard for
“The Power of Estate & Tax Planning”

This workshop is designed to learn different estate planning strategies to help secure your family’s future! Don’t leave
behind a potential tax bill for your family or make them deal with the emotional toll of sorting out your affairs.

Help ensure your wishes can be carried out.

Avoid potential conflicts and difficult decisions for your family.

Provide your family with a clear plan for distributing your assets,
allowing them to focus on healing and moving forward.

Don’t miss out on this valuable opportunity to help protect your loved ones and ensure your wishes are carried out.

We have limited seating so reserve your spot now!

When: Thursday, June 27
Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

You and a guest are invited to our informative workshop.
We hold these as an introduction to our firm and as a way to give back to the community.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Retirement Income Planning Workshop
2025-07-24 17:30 - 18:30 UTC | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
Join us for an interactive Retirement Income Planning Workshop designed to help you build a clear, actionable plan for your financial future.
Retirement is one of life’s biggest milestones— help ensure you’re prepared. This workshop equips you with the tools and knowledge to confidently navigate your retirement planning process. You are encouraged to bring a guest to our informative workshop! We hold these as an introduction to our firm and as a way to give back to the community.
What You’ll Gain:
✔️ A comprehensive Retirement Income Planning Checklist Download to guide your decisions.
✔️ Insights into optimizing income sources like Social Security, pensions, and investments.
✔️ Strategies for managing expenses, taxes, and inflation in retirement.
✔️ Tips to create a sustainable withdrawal plan that lasts through retirement.
Take control of your financial future. Let us help you make retirement the best chapter of your life!
We have limited seating so call to reserve your spot now!
When: Thursday, July 24 at 5:30pm
Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Retirement Income Planning Workshop for High-Net-Worth Investors at 5:30 PM
2025-08-21 17:30 - 18:30 UTC | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
Preserve Your Wealth. Plan with Purpose.
Retirement planning for high-net-worth investors comes with unique challenges and opportunities.

Our Retirement Income Planning Workshop provides practical insights to help you navigate these complexities and create a sustainable income strategy.
What You’ll Learn:

Optimizing Income Streams: Strategies for balancing diverse income sources like investments, pensions, and Social Security.
Advanced Tax Strategies: Explore opportunities for tax-efficient withdrawals and wealth preservation.
Risk Mitigation Techniques: Protect your assets while planning for market volatility and inflation.
Legacy Considerations: Align your income plan with your long-term wealth transfer goals.

High-net-worth investors need tailored strategies to ensure their retirement plans align with their financial goals and values. This workshop equips you with the tools to make informed decisions and safeguard your financial future.

We have limited seating so reserve your spot now!

When: Thursday, August 21 @ 5:30 PM
Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

Plan strategically. Retire confidently. Leave a legacy.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

The Power of Estate & Tax Planning at 5:30 PM
2025-09-25 17:30 - 18:30 UTC | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
Join radio show host and financial advisor Gregory Ricks for
“The Power of Estate & Tax Planning”

This workshop is designed to learn different estate planning strategies to help secure your family’s future! Don’t leave
behind a potential tax bill for your family or make them deal with the emotional toll of sorting out your affairs.

Help ensure your wishes could be carried out.

Avoid potential conflicts and difficult decisions for your family.

Provide your family with a clear plan for distributing your assets, allowing them to focus on healing and moving forward.

Don’t miss out on this valuable opportunity to help protect your loved ones and ensure your wishes are carried out.
We have limited seating so reserve your spot now!

When: Thursday, September 25 @ 5:30 PM
Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

You and a guest are invited to our informative workshop.
We hold these as an introduction to our firm and as a way to give back to the community.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Social Security & Investment Strategies at 5:30 PM
2025-10-23 17:30 - 18:30 UTC | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
You and your guest are invited to go beyond the basics and master Social Security with our in-depth workshop.
Social Security & Investment Strategies
We have limited seating so call to reserve your spot now!
(504) 832-9200
When: Thursday, October 23 @ 5:30 PM
Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

You and a guest are invited to our informative workshop.
We hold these as an introduction to our firm and as a way to give back to the community.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

The Power of Estate & Tax Planning at 5:30 PM
2025-11-20 17:30 - 18:30 UTC | Gregory Ricks & Associates, 2800 Veterans Memorial Blvd, Ste 170, Metairie, LA, 70002, United States
Join radio show host and financial advisor Gregory Ricks for
“The Power of Estate & Tax Planning”

This workshop is designed to learn different estate planning strategies to help secure your family’s future! Don’t leave
behind a potential tax bill for your family or make them deal with the emotional toll of sorting out your affairs.

Help ensure your wishes can be carried out.

Avoid potential conflicts and difficult decisions for your family.

Provide your family with a clear plan for distributing your assets,
allowing them to focus on healing and moving forward.

Don’t miss out on this valuable opportunity to help protect your loved ones and ensure your wishes are carried out.

We have limited seating so reserve your spot now!

When: Thursday, November 20 @ 5:30 PM
Where: Gregory Ricks & Associates
2800 Veterans Memorial Blvd., Ste. 170
Metairie, LA 70002

You and a guest are invited to our informative workshop.
We hold these as an introduction to our firm and to give back to the community.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Social Security Benefit Options
2026-03-12 17:30 - 19:00 (America/Chicago) | St. Tammany Parish Library – Causeway Branch, 3457 US-190 W, Mandeville, LA, 70471

Navigating the New Tax Law Workshop
2026-03-19 17:30 - 18:30 (America/Chicago) | Gregory Ricks Learning Center – Metairie, 2800 Veterans Memorial Blvd., Suite 170, Metairie, LA, 70002
Presented by: Wealth Advisor Mason Goynes, MBA, CFP
A Gregory Ricks – Total Wealth Workshop
Date: Thursday, March 19, 2026
Time: 5:30 PM – 6:30 PM
Location: GRA Learning Center, 2800 Veterans Memorial Blvd., Suite 170, Metairie, LA 70002

Are you prepared for the impact of the One Big Beautiful Bill Act on your retirement strategy? Join us for “Navigating the New Tax Law,” an in-depth workshop designed to demystify the latest changes in tax legislation and illuminate the steps you can take today for a more secure financial future.

Led by experienced Wealth Advisor Mason Goynes, MBA, CFP, this event will break down:
• The permanent and temporary provisions of the new law
• The long-term costs and hidden expiration dates, even in “permanent” tax changes
• Why taking early action is more important than ever

This workshop will equip you to:
• Gain a clear understanding of the law’s key changes and what they mean for you
• Avoid costly surprises by acting ahead of potential future shifts
• Confidently plan for the retirement you deserve Attendees will receive guidance on:
• Tax Diversification Review: Explore strategies to reduce risk and taxes
• Asset Conversion Review: Find out how converting to tax-free accounts could help maximize your benefits
• Written Retirement Income Plan: Walk away with the foundation of a customized, written retirement plan

Seats are limited—reserve your spot today and take the first step toward a more confident retirement!

Social Security Benefit Options
2026-03-24 17:30 - 19:00 (America/Chicago) | Hospitality Resort Management (HRM) Center – Hall A, 420 Debuys Rd., Biloxi, MS, 39531

Taxes in Retirement
2026-04-16 17:30 - 19:00 (America/Chicago) | St. Tammany Parish Library – Causeway Branch, 3457 US-190 W, Mandeville, LA, 70471

Taxes in Retirement
2026-04-28 17:30 - 19:00 (America/Chicago) | Hospitality Resort Management (HRM) Center – Hall A, 420 Debuys Rd., Biloxi, MS, 39531

Social Security and Taxes in Retirement
2026-06-24 17:30 - 19:00 (America/Chicago) | St. Tammany Parish Library – Madisonville Branch, 1123 Main St, Madisonville, LA, 70447, United States
Price : $ 0
Instructor: Luke Malter & Lance Malter
