2205 Graham Avenue SW
Tracy Lentz and Richard Thompson cordially invite you to our Seventh Annual Ladies’ Valentine Luncheon on Thursday, February 9, 2023, at 11:00 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. Rev. Justin McAlpinfrom 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 or chicken salad.Please call Melanie at (256) 308-9766 or (800) 631-4701 or email her at email@example.com by noon on Friday, February 3rd to RSVP.
Tracy and Richard invite you
to come celebrate the Joy of the Season
at our Christmas Open House.
Please stop by the office
on Thursday, December 1, 2022
any time between 11:00 a.m. – 1:00 p.m. and
enjoy a boxed lunch from Apple Lane Farms,
register for a door prize and pick up a complimentary gift. We
will have a couple of tables set up if you would like to eat at
our office or you may take your lunch to go.
This year we will be helping First Priority’s Clothe Our Kids Ministry with their tennis shoe drive and their Adopt a Box drive. This organization coordinates with local school systems to help children receive needed clothing and hygiene products. When a school official requests clothing for a child, Clothe Our Kids delivers the bag to the school official so that the child can discreetly be given the plain, unmarked bag. We ask that you bring new or gently used tennis shoes in all sizes to our Open House. If you had rather donate money, the Adopt a Box is $30 which is generally how much a bag of clothing and toiletries cost to put together. Monetary donations of any amount are also appreciated and checks should be made to First Priority.
Thank you for being our client, and we wish each of you a very Merry Christmas!
Our Annual Christmas Open House will be Thursday, December 1st from 11:00 am - 1:00 pm. Be on the lookout for more information!
Come enjoy a plated lunch with Tracy, Richard, and our guest speaker, Mr. Reed Nitto, Vice President at First Trust Portfolios. Reed will be sharing a presentation called “The Bumpy Road to Recovery”. Please feel free to invite those you think would benefit from this discussion.
WHEN: Thursday, September 29, 2022
WHERE: Burningtree Country Club
2521 Burningtree Drive SE
Decatur, Alabama 35603
TIME: 11:00 a.m. – 1:00 p.m.
Please call Melanie at (256) 308-9766 or (800) 631-4701 or email her at firstname.lastname@example.org by noon on Tuesday, September 20th to RSVP.
TP Country Club
(formerly Terri Pines Country Club)
700 Pine Hill Drive
Cullman, Alabama 35057
Friday, April 22, 2022
Registration at 8:00 am / Shot-gun start at 9:00 am
Rain Date will be Friday, May 6, 2022
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 email@example.com by noon on Thursday, April 14th to register you and your guest(s).
There is limited space for teams so please register early.
Spring will soon be here and so will the Annual Lentz Thompson Golf Tournament. It will be held at TP Country Club in Cullman on Friday, April 22, 2022. Rain date is scheduled for Friday, May 6th. Registration will begin at 8:00 am and shot-gun start at 9:00 am. More information to come.
11:00 a.m. - 1:00 p.m.
Thursday, December 2, 2021
Tracy and Richard would like to invite you to our Christmas Open House. We will have our office set up to allow you to walk through
to pick up a boxed lunch and complimentary gifts.
This year we will be helping a local non-profit organization called
“Sleep In Heavenly Peace”. They provide hand-made beds for children in our
area that do not have a bed of their own. Their motto is
“NO KID SLEEPS ON THE FLOOR IN OUR TOWN!”
We will have a collection area at our Open House for new standard size pillows,
twin size comforters or twin size quilts, twin size sheets and twin size blankets.
Monetary donations will also be appreciated to go toward
purchasing twin size mattresses.
*Christmas Open House --- Thursday, December 2, 2021
20th Annual Lentz Thompson Golf Tournament
Friday, April 16, 2021
Rain Date will be Friday, April 23, 2021
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.
Please call Melanie at (256) 308-9766 or (800) 631-4701 or email her at firstname.lastname@example.org by noon on Thursday, April 8th to register
you and your guest(s). There is limited space for teams so please register early.
Our 20th Annual Lentz Thompson Golf Tournament will be Friday, April 16, 2021, at TP Country Club in Cullman.
Registration will be at 8:00 a.m. and the shot-gun start will be at 9:00 a.m.
More information to come, but go ahead and mark your calendar for a great day of fun with us!
Annual Ladies’ Valentine Luncheon Cancelled for 2021
Tracy and Richard have made the difficult decision to cancel the Annual Ladies’ Valentine Luncheon for 2021. We always enjoy this special event with our widow clients and their guests, but due to the number of COVID-19 cases in our area, we felt it best not to gather at a restaurant at this time. We are certainly disappointed with this decision as we consider our Annual Ladies’ Valentine Luncheon one of the highlights of our year. We appreciate your understanding and your continued trust and confidence.
Christmas “Grab & Go” Open House
Thursday, December 3, 2020
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.
We have rescheduled our Annual Golf Tournament for Friday, October 2, 2020.
Our rain date will be Friday, October 9, 2020.
Golfers will receive an email closer to the date with more information.
Annual Golf Tournament Postponed
Tracy and Richard have made the difficult decision to postpone the LTRA Annual Golf Tournament which was scheduled for Friday, June 5th.
Our host club, Terri Pines just received notification from the Alabama Golf Association (AGA) regarding cart-sharing policies mandated by the State of Alabama. The policy requires persons not of the same household to have separate carts, which limits Terri Pines’ ability to host golf tournaments of our size. Given that further AGA guidance is not expected until July, Tracy and Richard believe postponing the tournament to be the best current course of action. We will review other dates/options once this additional guidance is provided and still hope to have the event this summer or fall.
We are certainly disappointed with this decision as we consider our annual golf tournament one of the highlights of our year. We appreciate your understanding and look forward to a return to more normal times. As always, thank you for your continued trust and confidence.