We are thrilled to welcome Courtney Wood, CERTIFIED FINANCIAL PLANNER™, Wealth Management Advisor and Director at Magnolia Capital Advisors (MAG CAP), to our March meeting at CHAR!

Courtney has spent the last decade helping individuals, families, and businesses build goal-driven, tax-efficient wealth strategies — and she brings a special expertise in company retirement plans. She works closely with plan sponsors and employees to simplify complex retirement decisions and make financial planning approachable and actionable.

She’s not only a trusted advisor — she’s also been recognized by the Mississippi Business Journal as one of the Top 50 Leading Business Women in Mississippi (2022) and Top 40 Under 40. 👏

🌟 Topic: Retirement Plan Differences
(Simple vs. 401(k) vs. IRAs — what you really need to know!)

If you’ve ever wondered:
• What’s the difference between a SIMPLE and a 401(k)?
• When does an IRA make sense?
• How do these options impact employees and employers differently?

This session will break it down in a clear, practical way you can actually use.

📍 Location: CHAR
📅 Date: March 4, 2026
⏰ Time: 11:00 AM

Courtney is deeply involved in our Jackson metro community and brings both expertise and real-world insight. This will be an informative, high-energy session you won’t want to miss.

Grab a seat, bring a colleague, and come ready to learn!