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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

South Piedmont Community College - Monroe, NC

  • October 10, 2017 (6:00 PM - 8:00 PM) - QuickBooks for Small Business Owners
  • October 26, 2017 (6:00 PM - 8:00 PM) - Small Business Taxes

Biblically Based Seminar Schedule

Faith Baptist Church - Davison, MI

  • Complete - September 6, 2017 (7:00 PM - 8:30 PM) - Budgeting & Cash Flow Management
  • Complete - September 13, 2017 (7:00 PM - 8:30 PM) - Retirement Planning
  • Complete - September 20, 2017 (7:00 PM - 8:30 PM) - Social Security Planning & Coordination
  • Complete - September 27, 2017 (7:00 PM - 8:30 PM) - Estate Planning
  • October 4, 2017 (7:00 PM - 8:30 PM) - Investment Planning
  • October 11, 2017 (7:00 PM - 8:30 PM) - Risk Management
  • October 18, 2017 (7:00 PM - 8:30 PM) - Tax Planning
  • October 25, 2017 (7:00 PM - 8:30 PM) - Putting It All Together
  • November 4, 2017 (9:00 AM - 12:00 PM) - Christian Financial Preparedness

Faith Baptist Church - Warren, MI

  • Dates to be determined

Oak Grove Baptist Church - Waxhaw, NC

  • Complete - September 20, 2017
  • October 4, 2017

Private Seminar Schedule

Hurley Medical Center - Flint, MI

  • November 9, 2017 (12:00 PM - 1:00 PM) - Pre-Retirement
Seminar Registration

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  • Privacy Policy | Terms

    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.