Events
We invite you to explore a world of insightful gatherings designed to enrich your financial understanding and empower your journey to work toward prosperity. From exclusive seminars led by industry experts to interactive workshops tailored to your financial goals, our events offer invaluable opportunities for learning, networking, and discovering innovative strategies for wealth management. Join us as we embark on a journey of knowledge, growth, and financial empowerment together!
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 1, 2026
6:00p - 6:30p
Webex (Virtual Event)
Reassessing Life Insurance in Retirement: What to Review and Why It Matters
If you’re between the ages of 54 and 72, your life insurance policy may no longer reflect your current financial priorities. Join us for a brief virtual discussion where we’ll cover how to review existing coverage, explore long-term care considerations, and evaluate whether more efficient strategies may be available. Attendees will also have the opportunity to schedule a complimentary insurance review.
March 17, 2026
5:30p - 7:15p
Table at the Lake
Beyond the Headlines: Finding Clarity in Today’s Markets
Beyond the Headlines: Finding Clarity in Today's Markets is an intimate dinner seminar designed to provide perspective on todays evolving market environment. Join Platinum Wealth Management of Buckhead and guest speaker Steve Ritter of First Trust Portfolios for an engaging discussion on current market conditions, thoughtful investment strategies, and ways to navigate uncertainty with greater confidence all in a relaxed setting at Table at the Lake.
November 11, 2025
5:30p - 7:00p
Table at the Lake
Navigating Today’s Markets – Dinner Seminar
Join us for a complimentary Market Update Dinner Seminar where you’ll gain timely market insights, explore exclusive strategies, and learn tools to help protect and grow your wealth—all in a relaxed, welcoming setting.
September 17, 2025
5:30p - 7:00p
Table at the Lake
June 4, 2025
5:30p - 7:00p
Table at the Lake
Market Update at Table at the Lake
Join Platinum Wealth Management of Buckhead for an Exclusive Dinner Seminar Discover current market trends, gain actionable investment insights, and learn about a strategy that has helped clients work toward achieving their financial goals. Reserve your seat today!
March 4, 2025
5:30p - 7:00p
Table at the Lake
Market Update at Table at the Lake
Join Platinum Wealth Management of Buckhead for an informative Market Update Dinner Seminar featuring guest speaker Steve Ritter from First Trust Portfolios. Gain expert insights into current market trends, learn actionable investment strategies, and discover a unique idea that has helped clients achieve their financial goals. This event is perfect for investors of all experience levels. Dinner will be served—don’t miss this opportunity to enhance your financial knowledge!
November 13, 2024
5:30p - 7:30p
Table at the Lake
Investment Seminar at Table at the Lake
Join Platinum Wealth Management of Buckhead for an exclusive investment seminar at Table at the Lake. This event will provide valuable insights into current market trends and strategies for both experienced and new investors. Reserve your spot for an evening of financial learning and networking.
September 5, 2024
5:00p - 7:30p
Table at the Lake
Market Update at Table at the Lake
Join Platinum Wealth Management of Buckhead at Table at the Lake for a market update event featuring guest speakers from First Trust Portfolios. Gain insights from industry experts on trends and strategies. Reserve your seat today!
July 26, 2024
12:00p - 2:00p
Intown Golf Club
Market Update at InTown Golf Club
Join us at Intown Golf Club for an exclusive market update event offering valuable insights. Don't miss this chance and secure your spot today!
June 27, 2024
8:00a - 10:00a
Amore del Lago at The Ritz-Carlton Reynolds, Lake Oconee
Market Update Breakfast at Amore del Lago
Join Platinum Wealth Management of Buckhead at Amore del Lago for breakfast and an insightful market update event featuring guest speakers from First Trust Portfolios. Gain insights from industry experts on trends and strategies. Reserve your seat today!
June 26, 2024
5:00p - 7:00p
Amore del Lago at The Ritz-Carlton Reynolds, Lake Oconee
Market Update at Amore del Lago
Join Platinum Wealth Management of Buckhead at Amore del Lago for a market update event featuring guest speakers from First Trust Portfolios. Gain insights from industry experts on trends and strategies. Reserve your seat today!
March 19, 2024
5:00p - 7:00p
Intown Golf Club
Market Update at InTown Golf Club
Join us at Intown Golf Club for an exclusive market update event offering valuable insights. Don't miss this chance and secure your spot today!
March 12, 2024
5:00p - 7:00p
Linger Longer Steakhouse
Market Update at Linger Longer Steakhouse
Join Platinum Wealth Management of Buckhead at Linger Longer Steakhouse for a market update event featuring guest speakers from First Trust Portfolios. Gain insights from industry experts on trends and strategies. Reserve your seat today!