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Seminars

Barnett Financial & Tax Seminars

At Barnett Financial & Tax, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as wealth accumulation and tax planning. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation consultation whenever you attend a seminar.

Public Seminar Schedule

Maximizing Retirement in Today's Economy: A different approach to securing your financial future

  • June 14, 2018 (6:00 PM - 7:00 PM) - Morrison Regional Library, Charlotte, NC

SOLVING THE MEDICARE MAZE: EDUCATION TO GUIDE YOU TO BETTER DECISION MAKING

  • September 25, 2018 (10:00 AM - 11:00 AM) - Barnett Financial & Tax Office, Grand Blanc, MI
  • September 25, 2018 (6:00 PM - 7:00 PM) - Barnett Financial & Tax Office, Grand Blanc, MI
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    Investment advisory services are offered through Elevated Performance Investment Group, LLC; a Registered Investment Advisor in the state of Michigan and North Carolina. Elevated Performance Investment Group, LLC; Barnett Financial & Tax Charlotte LLC; and Barnett Financial & Tax, Inc. are affiliated companies.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives.

    By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.

    *Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. 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.