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.

January

Huntersville, NC

North Italia

January 6^th @ 4:30 PM

8711 Lindholm Dr.
Huntersville, NC 28078

Mooresville, NC

On The Nines Bistro

January 7^th @ 11:30 PM

205 Golf Course Drive
Mooresville, NC 28115

Charlotte, NC

Zinicola

January 12^th @ 4:30 PM

14835 Ballantyne Village Way
Charlotte, NC 28277

Waxhaw, NC

Emmet's Social Table

January 12^th @ 11:30 PM

401 E South Main St.
Waxhaw, NC 28173

Locust, NC

The Local Room

January 13^th @ 11:30 PM

215 S Central Ave.
Locust, NC 28097

Greenville, SC

Augusta Grill

January 15^th @ 11:30 PM

1818 Augusta St.
Greenville, SC 29605

Charlotte, NC

Link & Pin Arboretum

January 15^th @ 11:30 PM

8128 Providence Road #1200
Charlotte, NC 28277

Huntersville, NC

Foxcroft Food & Wine - Birkdale

January 15^th @ 11:30 PM

16915 Birkdale Commons Pkwy, Suite A
Huntersville, NC 28078

Greenville, SC

CityRange Steakhouse Grill

January 20^th @ 11:30 PM

615 Haywood Road
Greenville, SC 29607

Charlotte, NC

Del Frisco's Double Eagle Steakhouse

January 20^th @ 11:30 PM

4725 Piedmont Row Dr.
Charlotte, NC 28210

Greenville, SC

Stella's Southern Brasserie

January 27^th @ 4:30 PM

340 Rocky Slope Road
Greenville, SC 29607

Denver, NC

Savory House Kitchen

January 29^th @ 11:30 PM

2790 N 16 NC Business Hwy.
Denver, NC 28037