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5 events found.

Events

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  • June 2021

  • Tue 8

    Estate Planning Workshop with Attorney Wesley Blanchard!

    June 8, 2021 @ 11:00 am - 12:00 pm
    Gregory Ricks & Associates Event Room 2800 Veterans Memorial Blvd, Ste 170., Metairie, LA, United States

    Estate Planning Attorney Wesley Blanchard of WJ Blanchard Law LLC will be discussing why estate planning could be important to you: - Louisiana’s Default Rules - Succession and Probate - Planning for the Unexpected And much more!   We have limited seating, so reserve your seat today! 504-832-9200   When: June 8th @ 11:00 AM […]

  • Tue 8

    Estate Planning Workshop with Attorney Wesley Blanchard!

    June 8, 2021 @ 11:00 am - 12:00 pm
    Gregory Ricks & Associates Event Room 2800 Veterans Memorial Blvd, Ste 170., Metairie, LA, United States

    Estate Planning Attorney Wesley Blanchard of WJ Blanchard Law LLC will be discussing why estate planning could be important to you: - Louisiana’s Default Rules - Succession and Probate - Planning for the Unexpected And much more!   We have limited seating, so reserve your seat today! 504-832-9200   When: June 8th @ 11:00 AM […]

  • Tue 15

    Wine, Wisdom & Food Experience® at Keith’s Young’s Steakhouse!

    June 15, 2021 @ 6:00 pm - 8:00 pm
    Keith Young's Steakhouse in Madisonville 165 LA-21 70447, Madisonville, LA, United States

    Join Radio Show Host and Wealth Advisor Gregory Ricks at Keith Young's Steakhouse for a unique dining experience with exclusive wine and food pairings! You will learn about: Ways to help maximize tax planning opportunities in retirement Learn more about the invest 5050™ Philosophy How to potentially retire WITHOUT the fear of running out of […]

  • Tue 15

    Wine, Wisdom & Food Experience® at Keith’s Young’s Steakhouse!

    June 15, 2021 @ 6:00 pm - 8:00 pm
    Keith Young's Steakhouse in Madisonville 165 LA-21 70447, Madisonville, LA, United States

    Join Radio Show Host and Wealth Advisor Gregory Ricks at Keith Young's Steakhouse for a unique dining experience with exclusive wine and food pairings! You will learn about: Ways to help maximize tax planning opportunities in retirement Learn more about the invest 5050™ Philosophy How to potentially retire WITHOUT the fear of running out of […]

  • Thu 17

    Medicare Workshop: Make the choice that’s right for you.

    June 17, 2021 @ 11:00 am - 12:00 pm
    Gregory Ricks & Associates Event Room 2800 Veterans Memorial Blvd, Ste 170., Metairie, LA, United States

    Join GRA Wealth Advisors Nicholas Rohde and Gregory Ricks for a Medicare Workshop.If you're new to Medicare, retiring soon, or concerned you might be paying too much, this workshop is for you! The workshop will cover: - Medicare basics - Medicare supplements - Prescription drug coverage - Important dates to know   We have limited seating, so […]

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Now’s the time to get in the driver’s seat and take control of your finances. Set up a free consultation to learn how we can help you or come see what we’re all about at one of our events.

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      • Tax Analysis
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Insurance products are offered through the insurance business Gregory Ricks Total Wealth. Gregory Ricks Total Wealth is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Gregory Ricks Total Wealth are not subject to Investment Adviser requirements.

Gregory Ricks Total Wealth is proud to serve Metairie, New Orleans, Covington, Mandeville, Baton Rouge, Gonzales, Gulfport, Hattiesburg, and the neighboring communities. Now Offering Consultations via Zoom Nationwide.

Metairie | Gulfport | Mandeville

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Phone: (504) 832-9200

Email: [email protected]

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Insurance products are offered through the insurance business Gregory Ricks Total Wealth. Gregory Ricks Total Wealth is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Gregory Ricks Total Wealth are not subject to Investment Adviser requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. 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.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

The guided planning system is our trademarked system, it does not promise or guarantee investment results or preservation of principal nor does it represent a certain level of skill. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Gregory Ricks Total Wealth has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. AEWM, Gregory Ricks Total Wealth, WJ Blanchard Law, LLC, J Heath & Co. and Mortgage Gumbo are not affiliated companies. 3684797 – 1/25

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