WIFS Atlanta January Luncheon

Get Your Money Right in 2023.  Join us for a panel discussion featuring Nicole Billings-Turner, Carolyn Burgin and Alyson Burkett and hear them discuss:

• How to maximize every dollar that comes into your household
• Be intentional about your personal and professional financial goals
• Know the tax strategies for you as a business owner, independent contractor and employee
• Work smarter, not harder

Rose Ann McDonald will be our moderator.

About our panelists:

Nicole Billings Turner, CLU, ChFC has over 26 years of experience in the insurance industry having worked in marketing, sales, service, and training for State Farm.  She is licensed in property/casualty/life/health insurance and have a background in insurance and financial services sales and marketing.

Carolyn Burgin, MBA is a Financial Planner with Apogee Financial Partners and an Investment Advisor Representative for Equity Services, Inc.   She is also a registered securities representative and insurance agent in multiple states.She works with clients and CPA partners in Wealth Management, Retirement Planning, Business Strategies and Legacy Planning Strategies.

Alyson Burkett, CRPC, CFP has been a financial planner for 14 years.  Alyson joined Waddell & Reed and obtained her Series 7 (General Securities Representative Examination), 66 (Uniform Combined State Law Examination), and life insurance licenses. In 2021, she join Integrated Financial Group where she began plans to launch 21 Goats Financial Planning.