Gregory Ricks & Associates

Wine, Wisdom & Food Experience® at Fleming's Prime Steakhouse & Wine Bar
2022-02-10 18:30 - 20:30 UTC | Fleming’s Prime Steakhouse & Wine Bar in Metairie, 3064 Causeway Blvd., Metairie, 70002
Join us for a COMPLIMENTARY DINNER PRESENTATION.

The New Rules to Retirement in 2022 & Beyond
We will be highlighting different financial strategies you can take advantage of that are designed to help you grow and protect your money, reduce taxes, and generate income.

Some topics we will discuss:

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.
STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.
RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?
LEGACY PLANNING: What happens to your family when something happens to you?
ASSET PROTECTION: Are there options to protect your money from nursing homes without buying insurance or an irrevocable trust where everyone qualifies?
SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

Reserve your seat TODAY by calling the office at 504-832-9200. Spouses encouraged to attend. Don’t forget to invite your friends!

Thursday, February 10th @ 6:30 PM

Where: Fleming’s Steakhouse & Wine Bar
3064 N. Causeway Blvd., Metairie, LA 70002

***This is not a sales presentation. We hold these speaking events as an introduction to our firm and to provide sound financial guidance.***

We have limited seating, so call today to reserve your seat! 504-832-9200

By submitting your contact information, you consent to be contacted regarding retirements income strategies that utilize investments and insurance products.

Wine, Wisdom & Food Experience® at Fleming's Prime Steakhouse & Wine Bar
2022-02-08 18:30 - 20:30 | Fleming’s Prime Steakhouse & Wine Bar in Metairie, 3064 Causeway Blvd., Metairie, 70002
Join us for a COMPLIMENTARY DINNER PRESENTATION.

The New Rules to Retirement in 2022 & Beyond
We will be highlighting different financial strategies you can take advantage of that are designed to help you grow and protect your money, reduce taxes, and generate income.

Some topics we will discuss:

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.
STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.
RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?
LEGACY PLANNING: What happens to your family when something happens to you?
ASSET PROTECTION: Are there options to protect your money from nursing homes without buying insurance or an irrevocable trust where everyone qualifies?
SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

Reserve your seat TODAY by calling the office at 504-832-9200. Spouses encouraged to attend. Don’t forget to invite your friends!

Tuesday, February 8th @ 6:30 PM

Where: Fleming’s Steakhouse & Wine Bar
3064 N. Causeway Blvd., Metairie, LA 70002

***This is not a sales presentation. We hold these speaking events as an introduction to our firm and to provide sound financial guidance.***

We have limited seating, so call today to reserve your seat! 504-832-9200

By submitting your contact information, you consent to be contacted regarding retirements income strategies that utilize investments and insurance products.

Wine, Wisdom & Food Experience® at Sullivan's Steakhouse
2022-02-03 18:30 - 20:30 | Sullivan’s Steakhouse in Baton Rouge, 5252 Corporate Blvd., Baton Rouge, LA, 70808
Join us for a COMPLIMENTARY DINNER PRESENTATION.

The New Rules to Retirement in 2022 & Beyond
We will be highlighting different financial strategies you can take advantage of that are designed to help you grow and protect your money, reduce taxes, and generate income.

Some topics we will discuss:

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.
STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.
RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?
LEGACY PLANNING: What happens to your family when something happens to you?
ASSET PROTECTION: Are there options to protect your money from nursing homes without buying insurance or an irrevocable trust where everyone qualifies?
SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

Reserve your seat TODAY by calling the office at 504-832-9200. Spouses encouraged to attend. Don’t forget to invite your friends!

Thursday, February 3rd @ 6:30 PM

Where: Sullivan’s Steakhouse
5252 Corporate Blvd.
Baton Rouge, LA 70808

***This is not a sales presentation. We hold these speaking events as an introduction to our firm and to provide sound financial guidance.***

We have limited seating, so call today to reserve your seat! 504-832-9200

By submitting your contact information, you consent to be contacted regarding retirements income strategies that utilize investments and insurance products.

Wine, Wisdom & Food Experience® at Sullivan's Steakhouse
2022-02-01 18:30 - 20:30 | Sullivan’s Steakhouse in Baton Rouge, 5252 Corporate Blvd., Baton Rouge, LA, 70808
Join us for a COMPLIMENTARY DINNER PRESENTATION.

The New Rules to Retirement in 2022 & Beyond
We will be highlighting different financial strategies you can take advantage of that are designed to help you grow and protect your money, reduce taxes, and generate income.

Some topics we will discuss:

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.
STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.
RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?
LEGACY PLANNING: What happens to your family when something happens to you?
ASSET PROTECTION: Are there options to protect your money from nursing homes without buying insurance or an irrevocable trust where everyone qualifies?
SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

Reserve your seat TODAY by calling the office at 504-832-9200. Spouses encouraged to attend. Don’t forget to invite your friends!

Tuesday, February 1st @ 6:30 PM

Where: Sullivan’s Steakhouse
5252 Corporate Blvd.
Baton Rouge, LA 70808

***This is not a sales presentation. We hold these speaking events as an introduction to our firm and to provide sound financial guidance.***

We have limited seating, so call today to reserve your seat! 504-832-9200

By submitting your contact information, you consent to be contacted regarding retirements income strategies that utilize investments and insurance products.

Wine, Wisdom & Food Experience® at Keith's Young's Steakhouse!
2022-01-13 18:30 - 20:30 | Keith Young’s Steakhouse in Madisonville, 165 LA-21 70447, Madisonville, LA, 70447, United States
Join us for a COMPLIMENTARY DINNER PRESENTATION.

The New Rules to Retirement in 2022 & Beyond
We will be highlighting different financial strategies you can take advantage of that are designed to help you grow and protect your money, reduce taxes, and generate income.

Some topics we will discuss:

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.
STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.
RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?
LEGACY PLANNING: What happens to your family when something happens to you?
ASSET PROTECTION: Are there options to protect your money from nursing homes without buying insurance or an irrevocable trust where everyone qualifies?
SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

Reserve your seat TODAY by calling the office at 504-832-9200. Spouses encouraged to attend. Don’t forget to invite your friends!

Tuesday, January 13th @ 6:30 PM

Where: Keith Young’s Steakhouse
165 Hwy. 21
Madisonville, LA 70447

***This is not a sales presentation. We hold these speaking events as an introduction to our firm and to provide sound financial guidance.***

We have limited seating, so call today to reserve your seat! 504-832-9200

By submitting your contact information, you consent to be contacted regarding retirements income strategies that utilize investments and insurance products.

Wine, Wisdom & Food Experience® at Keith's Young's Steakhouse!
2022-01-11 18:30 - 20:30 | Keith Young’s Steakhouse in Madisonville, 165 LA-21 70447, Madisonville, LA, 70447, United States
Join us for a COMPLIMENTARY DINNER PRESENTATION.

The New Rules to Retirement in 2022 & Beyond
We will be highlighting different financial strategies you can take advantage of that are designed to help you grow and protect your money, reduce taxes, and generate income.

Some topics we will discuss:

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.
STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.
RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?
LEGACY PLANNING: What happens to your family when something happens to you?
ASSET PROTECTION: Are there options to protect your money from nursing homes without buying insurance or an irrevocable trust where everyone qualifies?
SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

Reserve your seat TODAY by calling the office at 504-832-9200. Spouses encouraged to attend. Don’t forget to invite your friends!

Tuesday, January 11th @ 6:30 PM

Where: Keith Young’s Steakhouse
165 Hwy. 21
Madisonville, LA 70447

***This is not a sales presentation. We hold these speaking events as an introduction to our firm and to provide sound financial guidance.***

We have limited seating, so call today to reserve your seat! 504-832-9200

By submitting your contact information, you consent to be contacted regarding retirements income strategies that utilize investments and insurance products.

Wine, Wisdom & Food Experience® at Fleming's Prime Steakhouse & Wine Bar
2021-11-11 18:30 - 20:30 | Fleming’s Prime Steakhouse & Wine Bar in Metairie, 3064 Causeway Blvd., Metairie, 70002
Join us for a COMPLIMENTARY DINNER PRESENTATION.

Take Back Control of Your Retirement
Your Current Financial Strategy Could be Depleting Your Retirement Income…. And Taxes Are Likely The Culprit

Some topics we will discuss:

Taxes on RMDs can be a major financial burden – There are financial strategies that can help reduce your future liability on your assets, taxes and Social Security. Find out how you can protect yourself.
What are the effects of the SECURE Act? – This 2020 tax legislation could turn your IRA into a tax burden for your beneficiaries – NO MORE STRETCH IRA. Learn important mistakes to avoid.
Mistakes many Americans are making with their retirement accounts – Learn how to properly and efficiently transition away from significant market exposure over to more suitable investments.

Reserve your seat TODAY by calling the office at 504-832-9200. Spouses encouraged to attend. Don’t forget to invite your friends!

Thursday, November 11th @ 6:30 PM

Where: Fleming’s Steakhouse & Wine Bar
3064 N. Causeway Blvd., Metairie, LA 70002

***This is not a sales presentation. We hold these speaking events as an introduction to our firm and to provide sound financial guidance.***

We have limited seating, so call today to reserve your seat! 504-832-9200

Wine, Wisdom & Food Experience® at Fleming's Prime Steakhouse & Wine Bar
2021-11-10 18:30 - 20:30 | Fleming’s Prime Steakhouse & Wine Bar in Metairie, 3064 Causeway Blvd., Metairie, 70002
Join us for a COMPLIMENTARY DINNER PRESENTATION.

Take Back Control of Your Retirement
Your Current Financial Strategy Could be Depleting Your Retirement Income…. And Taxes Are Likely The Culprit

Some topics we will discuss:

Taxes on RMDs can be a major financial burden – There are financial strategies that can help reduce your future liability on your assets, taxes and Social Security. Find out how you can protect yourself.
What are the effects of the SECURE Act? – This 2020 tax legislation could turn your IRA into a tax burden for your beneficiaries – NO MORE STRETCH IRA. Learn important mistakes to avoid.
Mistakes many Americans are making with their retirement accounts – Learn how to properly and efficiently transition away from significant market exposure over to more suitable investments.

Reserve your seat TODAY by calling the office at 504-832-9200. Spouses encouraged to attend. Don’t forget to invite your friends!

Wednesday, November 10th @ 6:30 PM

Where: Fleming’s Steakhouse & Wine Bar
3064 N. Causeway Blvd., Metairie, LA 70002

***This is not a sales presentation. We hold these speaking events as an introduction to our firm and to provide sound financial guidance.***

We have limited seating, so call today to reserve your seat! 504-832-9200
