Apr
29
Retirement Ready: Strategies for a Secure Future
6:30 pm | JH Adams Inn – High Point, NC
May
01
Retirement Ready: Strategies for a Secure Future
6:30 pm | JH Adams Inn – High Point, NC
May
06
Ways to Potentially Reduce Taxes and Take Advantage of the Current Market Environment
2:00 pm | Greensboro Public Library – Central Library – Greensboro, NC
May
13
Retirement Ready: Strategies for a Secure Future
6:30 pm | Three Bulls American Steakhouse – Clemmons, NC
May
15
Retirement Ready: Strategies for a Secure Future
6:30 pm | Three Bulls American Steakhouse – Clemmons, NC
May
20
Retirement Ready: Strategies for a Secure Future
6:00 pm | Rooster’s Wood-fired Kitchen – Winston-Salem, NC
May
22
Retirement Ready: Strategies for a Secure Future
6:00 pm | Rooster’s Wood-fired Kitchen – Winston-Salem, NC
May
29
Exclusive Movie Event: The Psychology of Retirement
6:30 pm | Regal Greensboro Grande – Greensboro, NC
Jun
03
Retirement Ready: Strategies for a Secure Future
6:30 pm | Fleming’s Prime Steakhouse & Wine Bar – Greensboro, NC
Jun
05
Retirement Ready: Strategies for a Secure Future
6:30 pm | Fleming’s Prime Steakhouse & Wine Bar – Greensboro, NC
Jun
10
Retirement Ready: Strategies for a Secure Future
6:30 pm | JH Adams Inn – High Point, NC
Jun
12
Retirement Ready: Strategies for a Secure Future
6:30 pm | JH Adams Inn – High Point, NC
Jun
17
Exclusive Movie Event: The Psychology of Retirement
6:30 pm | AMC Hanes 12 – Winston-Salem, NC
Jun
24
Retirement Ready: Strategies for a Secure Future
6:30 pm | Rooster’s Wood-fired Kitchen – Winston-Salem, NC
Jun
26
Retirement Ready: Strategies for a Secure Future
6:30 pm | Rooster’s Wood-fired Kitchen – Winston-Salem, NC
THE KEY TO FINANCIAL CONFIDENCE IS
EDUCATION
Most of our clients want to learn ways to increase income, reduce taxes and ensure they do not run out of money in retirement. At our live events and workshops, you will learn empowering money information and ways to avoid some of the most common mistakes when making financial decisions.
Our live events are available throughout the year. Find out the best time for you, and register to attend!
Take the Next Step
Take a step toward the peace of mind of knowing a team of professionals is looking out for your financial future.
Schedule a complimentary meeting to get to know our team.