Phone: 678-807-7157 /  [email protected] /  Visit Us!

​Bales Financial Group Events

Want to learn more about Bales Financial Group and how we can help you be confident with your future retirement income? Attend one of our events—we’d love to show you what we’re all about. We want to keep you up-to-date on issues that matter to you, your family and your financial well-being.

Our current schedule of upcoming events is below. Check back regularly to stay updated.

Our Calendar of Events

By attending an event or scheduling a meeting, you may be offered information regarding the purchase of insurance products.
Retirement Outlook for 2020

Optimizing Your Social Security Benefits & Reducing Taxes
​in Retirement
Keep More of Your Hard-Earned Money
in Retirement

Do you understand the impact of taxes on your retirement income? Do you have a plan to help optimize your Social Security benefits? Join us for a complimentary dinner where we will discuss the following important topics:
  • ​What's new for Social Security in 2021 and how recent changes can affect your filing options.
  • How recent events, like the pandemic, the election and the $2 Trillion Stimulus Package*, could factor into your retirement plans and affect your taxes.
  • And much more!
Webinar Options:
Tuesday, April 13th from 6:30 p.m. to 8:30 p.m.
Thursday, April 15th from 6:30 p.m. to 8:30 p.m.

    Workshop Registration

Our Focus

​» Retirement Income Strategies
» Wealth Accumulation
» Annuities
» Life Insurance
» Asset Protection

Resources

» Stay abreast of the stories and headlines that impact you. Check out the news about Bales Financial Group and other topics of interest.

Upcoming Events

» We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
CONNECT WITH US
Phone: 678-807-7157
Fax: 678-807-7154
[email protected]
OUR LOCATION
512 Dahlonega Street
Cumming, GA 30040
DISCLOSURES
Disclosure
*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.
The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Bales Financial Group and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. 

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Bales Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. ​