Jul
15
Retirement Ready: Strategies for a Secure Future
6:30 pm | JH Adams Inn – High Point, NC
Jul
17
Retirement Ready: Strategies for a Secure Future
6:30 pm | JH Adams Inn – High Point, NC
Jul
22
Retirement Ready: Strategies for a Secure Future
6:30 pm | Fleming’s Prime Steakhouse & Wine Bar – Greensboro, NC
Jul
24
Retirement Ready: Strategies for a Secure Future
6:30 pm | Fleming’s Prime Steakhouse & Wine Bar – Greensboro, NC
Jul
29
Retirement Ready: Strategies for a Secure Future
6:30 pm | Three Bulls American Steakhouse – Clemmons, NC
Jul
31
Retirement Ready: Strategies for a Secure Future
6:30 pm | Three Bulls American Steakhouse – Clemmons, NC
Aug
05
Retirement Ready: Strategies for a Secure Future
6:30 pm | Fleming’s Prime Steakhouse & Wine Bar – Greensboro, NC
Aug
07
Retirement Ready: Strategies for a Secure Future
6:30 pm | Fleming’s Prime Steakhouse & Wine Bar – Greensboro, NC
Aug
12
Retirement Ready: Strategies for a Secure Future
6:30 pm | JH Adams Inn – High Point, NC
Aug
14
Retirement Ready: Strategies for a Secure Future
6:30 pm | JH Adams Inn – High Point, NC
Aug
19
Retirement Ready: Strategies for a Secure Future
6:30 pm | Firebirds Wood Fired Grill – Winston-Salem, NC
Aug
21
Retirement Ready: Strategies for a Secure Future
6:30 pm | Firebirds Wood Fired Grill – Winston-Salem, NC
Sep
04
Exclusive Movie Event: The Psychology of Retirement
6:30 pm | AMC Hanes 12 – 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.