Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients.  Along the way, we like to have some fun, too.  If any of the events below look interesting, please give us a call.  We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

December 3, 2020

11:00a - 1:00p

Lentz Thompson Retirement Advisors

Christmas "Grab & Go" Open House

Tracy and Richard would like to invite you to our Christmas Open House.  Due to COVID guidelines, we will not have a seated meal as in years past. We will have our office set up to allow you to walk through to pick up a boxed lunch, dessert and a complimentary gift.  In an effort to keep everyone as safe as possible, we will be wearing masks and request our guests do likewise.    This year we will be helping the North Central Alabama Regional Council of Governments (NARCOG) with their Blanket Blessings collection.  These new throws, quilts and blankets will be given to homebound residents in North Alabama.  Please bring your donation of a new throw, quilt or full-size blanket when you come to our open house.  Monetary donations are also welcomed.   Thank you for being our client, and we wish each of you a very Merry Christmas!

October 2, 2020

8:00a - 3:00p

T. P. Country Club (formerly known as Terri Pines)

19th Annual Lentz Thompson Golf Tournament

Please join Tracy & Richard in our annual LTRA Golf Tournament on Friday, October 2nd, 2020 at TP Country Club (formerly known as Terri Pines Country Club) at 700 Pine Hill Drive in Cullman, AL.  Registration begins at 8:00 am and Shot-gun start at 9:00 am.  The rain date will be Friday, October 9, 2020. Tracy and Richard would like to express their appreciation for your business by providing you and your guests a complimentary round of golf.  Come early for a biscuit and lunch is provided after play.  Feel free to invite friends that you believe could benefit from the retirement planning and investment services that Tracy and Richard provide. The format of play will be a four man scramble.  If you do not have a group of four, we will pair you accordingly.   Please call Melanie at (256) 308-9766 or (800) 631-4701 or email her at by noon on Thursday, September 24th to confirm.

Event Registration