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Sheppard Mosher Events

At Sheppard Mosher, we hold informational events for our clients and the greater community that feature information on specific topics, such as wealth preservation and retirement income strategies. Often, our events include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend an event.

Our Calendar of Events

Check back soon for upcoming dates!

By attending an event or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.



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» Retirement Income Strategies
» Endowment Model Philosophy
» Wealth Accumulation
» Annuities
» Life Insurance
» Asset Protection
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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.
» Calendar of Events
Securities are offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta GA, 30005, (678) 356-1100. Sheppard Mosher is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.

*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 and investment products in the future.