Resources
The following educational resources are designed to help our wealth management clients and website visitors approach important investment issues,
and learn more about the value of working with Persium.
On-Demand Webinar
Length: 40 minutes
Estate Planning for Business Owners –
When You Should (and Should Not)
Give It Away
On-Demand Webinar
Length: 45 minutes
Replacing Your Income Post Exit:
How the %@^&! Will that Happen?
On-Demand Webinar
Length: 54 minutes
How to Use Charitable Giving to
Help Others, Reduce Taxes, and
Control Your Assets
ph 678.322.3000 / fax 678.322.3059
Persium Group, LLC / 2100 Riveredge Parkway, Suite 1230 / Atlanta, GA 30328
Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.
The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.