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Current Market Conditions

Current Market Conditions

As we close out 2018, I realize that the significant US stock market declines during the month of December have concerned most people…

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Why Diversify?

Why Diversify?

It got to the point where the instructor put the clay targets on the grass so I could shoot them while they were not moving…

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Upcoming Events

Stay tuned…

Past Events

Cyber Event Videos

Wine Tasting

September 29, 2021
Vino Venue

Attendees had a lot of fun at our Cybersecurity and Wine Tasting event in September. We wanted to share a bit of the experience with you, so we prepared video of Kelly Wheeler, Certified Sommelier, Certified Specialist of Wine, and Certified Specialist of Spirits describing three wines.


Securities offered through LPL Financial, Member FINRA/ SIPC. Advisory services offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC and Gary Alpert & Associates are separate entities from LPL Financial.

Tim Cintolo and Prudential Annuities Distributors, Incorporated are not affiliated with or endorsed by LPL Financial or Gary Alpert & Associates.

Tracking No. 1-05200728

Exclusive Client Event – Privacy Protection Strategies and Checklist

Protecting Your Information – informative presentation will begin at noon ET

Presenter Tim Cintolo, Director of Sales Technology Prudential Individual Solutions Group is back by popular demand to present Privacy Protection Strategies

Gary Alpert invites select clients to join this virtual event

Date: Thursday, October 28, 2021
Time: Noon ET – 1 pm ET
Location: zoom link to be provided
RSVP by 10.27: Please contact Patty O’Toole at patty@garyalpert.com

Please include:
– names of attendees
– email (zoom link and Privacy Protection Checklist to be provided on October 27)

We encourage you to share this invitation with your friends and family.


Securities offered through LPL Financial, Member FINRA/ SIPC. Advisory services offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC and Gary Alpert & Associates are separate entities from LPL Financial.

Tim Cintolo and Prudential Annuities Distributors, Incorporated are not affiliated with or endorsed by LPL Financial or Gary Alpert & Associates.

Tracking No. 1-05200728

Your Prosperity Picture

Tuesday, May 18
4:00 pm EST

Please join us on May 18 at 4:00 pm EST as author Lisa Kueng presents a great on-line workshop designed to help you envision your financial future.

“Your Prosperity Picture” workshop is designed for women investors – please feel free to share this invite with your friends and family.

Gary Alpert & Associates is excited to host this informative event. Please RSVP to Patty O’Toole at patty@garyalpert.com by May 14.

Guest Presenter Bio

Lisa Kueng has developed the “Your Prosperity Picture” workshop for women investors, “The New Retirementality” and “T.E.A.M. Dynamics.” She is coauthor of the book, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. *

Lisa is a frequent speaker at industry events and has delivered keynote presentations at hundreds of conferences. Her work has been cited by media outlets including Businessweek, The New York Times, NBC News Philadelphia, NPR’s Marketplace Weekend and Fund Marketing Alert.


* Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality, by Ellen Rogin and Lisa Kueng, published by the Penquin Group (2015)

Not a Deposit | Not FDIC Insured | Not Guaranteed by the Bank | May Lose Value | Not Insured by any Federal Government Agency

©2021 Invesco Ltd. All rights reserved invesco.com/ic IGC-KUENG-BIO-1-E 03/21Invesco Distributors, Inc. NA2596

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. Gary Alpert and Associates and IFG Advisory, LLC are separate entities from LPL Financial. Lisa Kueng and Invesco are not affiliated with Gary Alpert and Associates or LPL Financial. Tracking Number 1-05135462.

Happy St. Patrick’s Day!

Teach your kids, when it comes to financial planning and investing, you can’t count on luck!

Investment Basics
Tuesday, March 16
7 p.m.

Gary Alpert shares his wisdom in a fun presentation for teens and young adults.

Estate Planning Question & Answer

Presented by: Gary Alpert & Associates

We address the top questions we hear about estate plans and why it is so important to have one.

Bernard Kearse and The Kearse Law Firm, PC are not affiliated with or endorsed by LPL Financial, Marathon Financial or Gary Alpert and Associates. Integrated Financial Group, IFG Advisory, LLC, Gary Alpert & Associates, and Marathon Financial Strategies do not provide legal advice.

Tracking Number 1-05102846

Gary Alpert, CFP®
Principal, Financial Advisor

Moderator

Gary Alpert & Associates

Bernard Kearse
Estate Planning Attorney

The Kearse Law Firm, PC

Wes Littlejohn, CFP®, CPA
Moderator

Marathon Financial Strategies

Gary Alpert, CFP®
Principal, Financial Advisor

Moderator

Gary Alpert & Associates

Bernard Kearse
Estate Planning Attorney

The Kearse Law Firm, PC

Wes Littlejohn, CFP®, CPA
Moderator

Marathon Financial Strategies

Webinars

Protect Yourself from Cyber Threats

Presenter Tim Cintolo, Director of Sales Technology Prudential Individual Solutions Group is back by popular demand to present Privacy Protection Strategies.

Webinar: Estate Planning

Answers to the top questions we hear about estate plans, and why it’s essential to have one. For more information, call our office at 770-353-6356.

Articles & Events

CONTACT US

Don't hesitate to get in touch with us.

We would love the opportunity to become your trusted advisor.

Gary Alpert & Associates
200 Ashford Center North, Suite 400
Atlanta, GA
30338 United States

Phone: (770) 353-6356
Email: gary@garyalpert.com

Patty O’Toole
Phone: (770) 353-6357
Email: patty@garyalpert.com


© 2021 Gary Alpert & Associates. All rights reserved.