UPCOMING EVENTS
Mark Your Calendars--- 25th Annual LTRA Golf Tournament Is Coming Soon
WHAT: 25th Annual Lentz Thompson Retirement Advisors Golf Tournament
WHERE: TP Country Club (formerly Terri Pines Country Club), 700 Pine Hill Drive, Cullman, Alabama 35057
WHEN: Friday, April 24, 2026
Registration at 8:00 am / Shot-gun start at 9:00 am
Rain Date will be Tuesday, April 28, 2026
Tracy and Richard would like to express their appreciation for your business by providing you and your guest(s) 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 email her at melanie@lentzthompson.com by noon on Wednesday, April 15th to register you and your guest(s).
There is limited space for teams so please register early. Once we are full, we cannot take any more players/teams so secure your spot early!
Valentine Luncheon for Our Widow Clients & Their Guests
If any of our clients know a special lady or ladies that have experienced the loss of a spouse who would benefit from attending this event, please call the office at (256) 308-9766 by noon on Tuesday, February 3rd and let us know the names of the ladies that will attend. We will have a delicious lunch, and words of encouragement will be shared. Please see the invitation below for additional details.
Tracy Lentz and Richard Thompson
cordially invite you to our
Tenth Annual Ladies’ Valentine Luncheon
on Thursday, February 12, 2026,
at 11:30 a.m.
at The Freight House Restaurant located at
200 Railroad Street S.W.,
Hartselle, Alabama.
Please feel free to invite a friend that you think would enjoy this special occasion. David Burdeshaw, Associate Pastor & Minister of Discipleship at Westmeade Baptist Church, will be sharing words of encouragement at this special event for our widow clients and their guests.
Menu choices that day will be poulet, chicken salad or hamburger steak.
Please call Melanie at (256) 308-9766 or email her at melanie@lentzthompson.com by noon on Tuesday, February 3rd to RSVP.
CHRISTMAS OPEN HOUSE
Tracy and Richard invite you to come celebrate the Christmas Season at our Annual Christmas Open House. Please stop by the office at your convenience on Thursday, December 11, 2025, between 10:00 a.m. – 2:00 p.m. and register for a door prize and pick up a complimentary gift while we also raise money for a local organization called Everyday Sunshine.
We have a sweet treat for your family again this year. They were such a hit the last two years that we are bringing back the 3 lb. cake of your choice from The Boston Coffee Cake Company. These cakes are delicious! We will be ordering five different kinds of cakes for you to select from-----
Caramel Apple Harvest, Cinnamon Swirl, Triple Chocolate, Lemon Burst or New England Tradition.
The New England Tradition cake is full of cranberries, apples, raisins, cinnamon and pecans. These cakes freeze well so they are perfect for whenever you have your family’s Christmas gathering. You MUST let me know your family’s selection (one cake per family, please) by noon on Friday, November 14, 2025. Very few extras of these cakes will be ordered so it is imperative that you get your order to us by Friday, November 14th.
This year we will be collecting donations for Everyday Sunshine located in Decatur. This non-profit organization is going to be our new neighbor as they are moving from their current southeast location to the building directly in front of us. This thrift store trains and employes those with disabilities. While using their current retail space, they have trained several adults with disabilities and serve as a work co-op for high school students in Decatur’s AIM Developmental Program in partnership with the Alabama Department of Rehabilitation Services. Their mission is to create a space where people can gain job skills and confidence, capitalize on their strengths and realize their potential. Your donation and support will provide employment, life skills and purpose for those with developmental disabilities. Any amount of donations will be appreciated and checks should be made to Everyday Sunshine.
Please call Melanie at (256) 308-9766 or email her at melanie@lentzthompson.com by noon on Friday, November 14th to let her know your family’s cake selection.
Thank you for being our client, and we wish each of you a very Merry Christmas!
LUNCH & LEARN
Come enjoy a delicious lunch with Tracy, Richard, and our two guest speakers, Dr. Joy Waldrep, Chief Cyber Architect, and Dr. Darren Waldrep, Associate Professor of Management of Cybersecurity Operations at Athens State University. They will be sharing a presentation about Cyber Awareness.
Please feel free to invite those you think would benefit from this discussion.
WHEN: Thursday, September 25, 2025
WHERE: Cook Museum of Natural Science, Migratory Hall, 133 4th Avenue NE, Decatur, Alabama 35601
TIME: 11:30 a.m. – 1:30 p.m.
Please call Melanie at (256) 308-9766 or email her at melanie@lentzthompson.com by noon on Tuesday, September 16th to RSVP.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
Drs. Darren & Joy Waldrep and Athens State University are not affiliated with Lentz Thompson Retirement Advisors or LPL Financial.
24th Annual Lentz Thompson Golf Tournament
WHERE: TP Country Club (formerly Terri Pines Country Club), 700 Pine Hill Drive, Cullman, Alabama 35057
WHEN: Friday, April 25, 2025
TIME: Registration at 8:00 am / Shot-gun start at 9:00 am
RAIN DATE: Wednesday, April 30, 2025
Tracy and Richard would like to express their appreciation for your business by providing you and your guest(s) 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 email her at melanie@lentzthompson.com by noon on Wednesday, April 16th to register you and your guest(s).
There is limited space for teams so please register early. Once we are full, we cannot take any more players/teams so secure your spot early!