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PFG News

Here you will find articles about the Potter Financial Group, as well as information on workshops, charitable activities, and social events we have held for clients and guests.

Potter Educational Workshops:

  • September 18, 2019  “4 keys to a Family Caregiving Challenge” with special guest Caryn Utberg, Senior Care Management
  • February 7, 2019  “Investment & Market Update” with special guest Michael Cole, Clark Capital Management Group
  • October 22, 2018 “Potter Financial Town Hall Forum” with Chip Roe, Price French & Miles Pfeifer, CPA


PFG News:


  • January 14 – 17, 2020 - Chip Roe attended a 3 day intensive retirement and tax planning workshop in Atlanta covering important changes from the new SECURE Retirement Act and the recent 2018 Tax Cuts and Jobs Act.  Combined, these two legislative acts bring far reaching changes that impact nearly every person and business.

 


  • October 2019 – Chip Roe & Price French attended the 2019 Commonwealth National Conference in Denver, Colorado where they connected and collaborated with peers, colleagues and industry partners.  Special TED presenters including  Dr. Elizbeth Dunn, Juan Enriquez, Beau Lotto and Baratunde Thurston provided a unique theme to inspire thinking and creative ideas for the future.