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
