+ Menu

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.

 

Tax Workshop

February 23 – Kernersville

Are you sure you’re doing all you can to minimize your income taxes? If you’re retired or 5-7 years from retiring, this workshop is designed specifically for you. We will highlight top ways you could save in taxes this year.

RMD Workshop

March 3 – 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.

 

 *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:

Fill out my online form.

  • Why give back?

  • Free Retirement Guide

    Discover what you should consider in creating your retirement income strategy.

    Enter your information below to receive your free retirement income planning checklist.

    Your information will not be sold.

  • Affiliations

  • Contact Us Today!