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Workshops

When it comes to your financial future, knowledge is the critical first step. We take care in helping our community make informed financial decisions about the days ahead through our educational workshops. You’ll have the ability to see firsthand how Semmax can work with and for you; as well as having the opportunity to ask questions of our President Jay Tyner!

We are dedicated to helping you become financially fit and want you to succeed in having the retirement you have always hoped for.  Therefore, our workshops are designed to be both insightful as well as functional.  We want you to leave feeling empowered and in control of your future.

We invite all clients, guests and visitors to attend our workshops.

RMD Workshop

March 23 – Kernersville

If you’re approaching age 70 1/2, this information is important for you. We’ll discuss what a Required Minimum Distribution (RMD) is, how to calculate it, how it affects your retirement, and more.

Women & Investing

May 11 – Kernersville

There are unique challenges specific to women investors that many of us are affected by, but may have never had the chance to learn about. Bring your questions and a friend to this interactive seminar. Topics of discussion to include:  Unique challenges women investors face and how to address them. What you should know about your investments before you lose your spouse. Leaving a legacy to your children and grandchildren.

 

 *Dates & times of workshops subject to change. Please call for further details of the events.

Please take the opportunity at these events to request a private consultation scheduled at your convenience.

Fill out the form below to register for an upcoming event:

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