Register for One of Our

Upcoming Dinner Workshops


Many people contribute to their retirement plans for years without fully understanding the rules, tax implications, and options are available to them- until it's too late. At these events, we'll discuss what you need to build a strong foundation for your retirement so you can to focus more on your life and less on your money.

Attend one of our complimentary dinner presentations to learn how we can help you feel more confident about the days ahead.

Tuesday, August 3 | 6:00 pm
Rooster’s – A Noble Grille
Dinner Workshop – Winston-Salem
Thursday, August 5 | 6:00 pm
Rooster’s – A Noble Grille
Dinner Workshop – Winston-Salem
Tuesday, August 17 | 6:00 pm
Fleming’s Steakhouse
Dinner Workshop – Greensboro
Thursday, August 19 | 6:00 pm
Fleming’s Steakhouse
Dinner Workshop – Greensboro
Tuesday, August 24 | 6:00 pm
Chop House
Dinner Workshop – High Point
Thursday, August 26 | 6:00 pm
Chop House
Dinner Workshop – High Point
Tuesday, August 31 | 6:00 pm
Chop House
Dinner Workshop – High Point
Thursday, September 2 | 6:00 pm
Chop House
Dinner Workshop – High Point
Tuesday, September 14 | 6:00 pm
Rooster’s – A Noble Grille
Dinner Workshop – Winston-Salem
Thursday, September 16 | 6:00 pm
Rooster’s – A Noble Grille
Dinner Workshop – Winston-Salem

Rather Meet

One-on-One?

Schedule a meeting with a member of our team to develop your financial strategy today.

Or give us a call at 877-856-0080.