Events
Planning for retirement isn't just about saving — it's about creating a strategy to generate reliable income, minimize taxes, and protect what you've worked so hard for. Whether you're approaching retirement or already enjoying it, the right plan can help you reduce uncertainty and create lasting peace of mind.
Topics of Discussion
- How to create reliable retirement income you can't outlive.
- Understanding Social Security and strategies to maximize your benefits.
- Protecting your savings from inflation, taxes, and market volatility.
- How to reduce unnecessary taxes in retirement.
- Coordinating retirement accounts, investments, and healthcare planning.
- Estate and legacy considerations as part of your overall retirement plan.
To reserve your spot at an upcoming event, please call us at
(800) 689-3935.
June
Fort Mill, SC
Wellness in Retirement
Fish Market Bar & Grill
990 Market St.
Fort Mill, SC 29708
Fort Mill, SC 29708
Hosted By
Jonathan KirkSenior Financial Advisor
Spartanburg, SC
Wellness in Retirement
CityRange Steakhouse Grill
774 Spartan Blvd.
Spartanburg, SC 29301
Spartanburg, SC 29301
Hosted By
Marcel KelleySenior Financial Advisor
Locust, NC
Wellness in Retirement
The Local Room
215 S Central Ave.
Locust, NC 28097
Locust, NC 28097
Hosted By
Mark HenryFounder/CEO
Denver, NC
Wellness in Retirement
Savory House Kitchen
2790 N 16 NC Business Hwy.
Denver, NC 28037
Denver, NC 28037
Hosted By
Chaz HammondFinancial Advisor
Huntersville, NC
Wellness in Retirement
Foxcroft Food & Wine
16915 Birkdale Commons Pkwy.
Suite A, Huntersville, NC 28078
Suite A, Huntersville, NC 28078
Hosted By
Kristin OakleyConsumer Advocate
Mooresville, NC
Wellness in Retirement
On The Nines Bistro
205 Golf Course Drive
Mooresville, NC 28115
Mooresville, NC 28115
Hosted By
Kristin OakleyConsumer Advocate
Greenville, SC
Wellness in Retirement
CityRange Steakhouse Grill
615 Haywood Rd.
Greenville, SC 29607
Greenville, SC 29607
Hosted By
Kristin OakleyConsumer Advocate
Albemarle, NC
Wellness in Retirement
Five Points Public House
304 E Main St.
Albemarle, NC 28001
Albemarle, NC 28001
Hosted By
Mark HenryFounder/CEO
Charlotte, NC
Wellness in Retirement
Napa Bistro & Wine Bar - Stonecrest
7708 Rea Road
Charlotte, NC 28227
Charlotte, NC 28227
Hosted By
Kristin OakleyConsumer Advocate
July
Mooresville, NC
Wellness in Retirement
Jeffrey's Restaurant
117 Trade Court
Mooresville, NC 28117
Mooresville, NC 28117
Hosted By
Chaz HammondFinancial Advisor
Charlotte, NC
Wellness in Retirement
Napa Bistro & Wine Bar - Stonecrest
7708 Rea Road
Charlotte, NC 28227
Charlotte, NC 28227
Hosted By
Jonathan KirkSenior Financial Advisor
Charlotte, NC
Wellness in Retirement
Rooster's Wood Fired Kitchen
15110 Bowl St.
Suite #101
Charlotte, NC 28277
Suite #101
Charlotte, NC 28277
Hosted By
Mark HenryFounder/CEO