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What We Do
financial planning
investment management
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who we serve
business owners & executives
healthcare professionals
pre-retirees
retirees
professional baseball
who we are
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Connect With Us
Events
Events
Last Chance Financial Planning 2024
December 5, 2024
Video Replay
Social Security Planning: What You Need to Know Now!
November 15, 2024
Video Replay Now Available!
Book Signing with Skip Bertman & Horizon's Bill & Pete Bush
March 29, 2023
Bites & Boards @ Willow Grove 8201 Village Plaza Ct. Baton Rouge, LA 70810
401(queso)
March 15, 2023
Superior Grill- Highland Rd. Baton Rouge, LA
Horizon Legacy Letter Challenge
January 31, 2023
Online-Link provided upon registration
The Runway Decade: Book Launch Party
August 25, 2022
Bush Poolhouse
How Tax Planning Changes Through Four Stages of Retirement
April 27, 2022
Webinar replay now available
6 Key Things Every Business Owner Needs to Know Before Offering a 401(k) Plan
February 10, 2022
Webinar Replay now available
Savvy IRA Planning
November 11, 2021
Video Replay now available
Managing Health Care Expenses in Retirement
September 28, 2021
Video Replay is now available
Four Keys to Making a Difference in a Family Caregiving Plan
August 26, 2021
Video Replay now available
6 Steps To Legacy Planning For The Generations
June 29, 2021
Video Replay of this Event is Available.