Brightworth Update September 2021

The September 2021 Update


 

woman is tired of mowing the lawn

Sometimes it's just worth paying someone to handle various tasks and chores

For people with a solid career who are meeting their savings targets each year, it often makes sense to spend any extra money on services that will favorably impact their lives.

Read More

taking stock

Taking Stock: 5 Questions to Ask Before Quitting Your Job

It’s been called The Great Resignation, but whatever the name, people are reconsidering their jobs in record numbers. Before you make a jump though, are you asking the right questions? Wealth Advisor Tom Presley joins Lisa Brown to look at what you should consider before you leap.

Read More

pensioners

Which Pension Option is Right for Me?

If you are fortunate to have a company-provided pension, you will be faced with one of the biggest decisions you’ll ever make about your retirement – which pension option to choose.

Watch Here

money in wallet

Planning for Retirement: Using vs. Spending Wealth

By reframing how you think about your spending, you can reduce anxiety, prioritize your use of wealth, and focus on the things that matter most to you.

Read More

man celebrates in office

Building Your Wealth Inside Corporate America

Are you prepared to get the best consulting contracts if you leave corporate America? Read Building Your Wealth Inside Corporate America to learn about the trends in jobs outside corporate America. 

Read More

delta flight

Building Your Wealth as a Pilot at Delta Air Lines

As an airline pilot, you have a unique set of skills and circumstances unlike many others in corporate America. We can help you understand your company's compensation and benefits plans.

Read More

couple at breakfast

You’ve Just Sold Your Business for Millions. Now What?

Financial and life decisions often become more complex – not less – after selling. Here are ways to maximize your profits from the sale while enjoying retirement. 

Read More

The Right Retirement Plan: Do I Choose a Traditional or Roth 401(k)?

If your workplace offers a Roth 401(k) retirement savings plan in addition to a traditional 401(k), picking between them comes down to taxes.

Read More


 

Upcoming Events and Seminars

The Business Owner Transition Academy

The Business Owner Transition Academy is a six-session program for business owners to learn how to prepare and exit their business when they are ready. Click the link below to learn more about the program.

Learn More

Seminars for Dental Professionals

Our seminars for dentists are jam-packed with information you can use to boost profits, reduce stress, plan for the future, and more. Each of our programs offers you a variety of content-rich courses in a casual setting - with plenty of opportunities for Q&A with our experts.

Learn More

 

See featured seminars below.


 

Foundations for Financial Success: Couples Seminar

Charlotte, NC
November 5-6, 2021

Jeffrey Harrell, CFA
Jason Cross, JD, CFP®, CTFA Thomas Farmer, CFP®, C(K)P®

Learn More

Foundations for Financial Success

Park City, UT
February 3-4, 2022

K. Warren Poe, Jr., CFP®

Learn More

Solutions for Financial, Tax, and Business Success

Palm Beach, Aruba
February 14-18, 2022

Jeffrey A. Harrell, CFA

Learn More

Foundations for Financial Success

New Orleans, LA
April 7-8, 2022

Herman E. Freitag, III, CFP®

Learn More


 

Virtual Speaking Engagements

If you are interested in booking a virtual speaking engagement with one of our Wealth Advisors, please contact our Engagement Manager.

Get timely financial insights delivered to your inbox.

 
 

Did you miss an Update?
Month of August 2021
View the full Update here
Month of July 2021
View the full Update here
Month of June 2021
View the full Update here
Month of May 2021
View the full Update here
Month of April 2021
View the full Update here
Month of February 2021
View the full Update here
Month of January 2021
View the full Update here
Month of October 2020
View the full Update here
Month of September 2020
View the full Update here
Month of August 2020
View the full Update here
Month of July 2020
View the full Update here
Month of June 2020
View the full Update here
Month of May 2020
View the full Update here
Week of April 20th 2020
View the full Update here
Week of April 13th 2020
View the full Update here