Attend an Event
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
- Dinner Seminars
- Client Events
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January 28, 2021
January 28, 2021 –
Where We've Been. Where We Are. Where We Are Going.
Join Barnett Financial & Tax and guest speaker, Timothy Sargent, for a live, online presentation where we will discuss the how the markets and economy fared in 2020 and our expectations for 2021.
Zoom link will be provided 15-minutes before the start of the live presentation
We look forward to having you join us for this timely event.
Timothy Sargent is a Director at Sterling Capital Management. As Director, his areas of focus include OCIO solutions and separately managed fixed income, equity, and multi-manager investment strategies. Prior to joining Sterling Capital Management (previously BB&T Asset Management), he was a financial consultant for Merrill Lynch and a financial planner for Morgan Stanley. Tim received his B.S.B.A. in Accounting and Finance from the Ohio Northern University, and holds his FINRA Series 7, 63 & 65.
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