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

Mooresville, NC

Jun 17^th @ 10:30 PM

Wellness in Retirement

On The Nines Bistro

205 Golf Course Drive
Mooresville, NC 28115

Hosted By

Kristin OakleyFinancial Educator

Greenville, SC

Jun 18^th @ 10:30 PM

Wellness in Retirement

CityRange Steakhouse Grill

615 Haywood Rd.
Greenville, SC 29607

Hosted By

Kristin OakleyFinancial Educator

Monroe, NC

Jun 22^nd @ 10:30 PM

Estate Planning Simplified

South Piedmont Community College

1851 Piedmont Dr, Monroe, NC 28110
(Main Building) 2nd Floor Auditorium OCH Campus

Hosted By

Mark HenryFounder/CEO

Anderson, SC

Jun 23^rd @ 10:30 PM

Wellness in Retirement

Sullivan's Metropolitan Grill

208 S Main Street
Anderson, SC 29624

Hosted By

Kristin OakleyFinancial Educator

Albemarle, NC

Jun 23^rd @ 10:30 PM

Wellness in Retirement

Five Points Public House

304 E Main St.
Albemarle, NC 28001

Hosted By

Mark HenryFounder/CEO

Charlotte, NC

Jun 24^th @ 10:30 PM

Wellness in Retirement

Napa Bistro & Wine Bar - Stonecrest

7708 Rea Road
Charlotte, NC 28227

Hosted By

Kristin OakleyFinancial Educator

Charlotte, NC

Jun 29^th @ 10:30 PM

Wellness in Retirement

Rooster's Wood Fired Kitchen

15110 Bowl St.
Suite #101
Charlotte, NC 28277

Hosted By

Jonathan KirkSenior Financial Advisor

Greenville, SC

Jun 30^th @ 3:30 PM

Estate Planning Simplified

Ink N Ivy

21 E Coffee Street
Greenville, SC 29601

Hosted By

Marcel KelleySenior Financial Advisor

Rock Hill, SC

Jun 30^th @ 10:30 PM

Estate Planning Simplified

The Pump House

575 Herrons Ferry Road
Rock Hill, SC 29715

Hosted By

Mark HenryFounder/CEO

Greenville, SC

Jun 30^th @ 10:30 PM

Estate Planning Simplified

Augusta Grill

1818 Augusta Street
Greenville, SC 29605

Hosted By

Marcel KelleySenior Financial Advisor

July

Mooresville, NC

Jul 1^st @ 10:30 PM

Wellness in Retirement

Jeffrey's Restaurant

117 Trade Court
Mooresville, NC 28117

Hosted By

Chaz HammondFinancial Advisor

Charlotte, NC

Jul 8^th @ 10:30 PM

Wellness in Retirement

Napa Bistro & Wine Bar - Stonecrest

7708 Rea Road
Charlotte, NC 28227

Hosted By

Jonathan KirkSenior Financial Advisor

Greenville, SC

Jul 9^th @ 3:30 PM

Wellness in Retirement

Stella's Southern Brasserie

340 Rocky Slope Road
Greenville, SC 29607

Hosted By

Marcel KelleySenior Financial Advisor

Charlotte, NC

Jul 13^th @ 10:30 PM

Wellness in Retirement

Link & Pin Arboretum

8128 Providence Road #1200
Charlotte, NC 28277

Hosted By

Kristin OakleyFinancial Educator

Sherrills Ford, NC

Jul 14^th @ 10:30 PM

Wellness in Retirement

Lineberger's Cattle Company Steakhouse & Saloon

6747 North Carolina 150
Sherrills Ford, NC 28673

Hosted By

Kristin OakleyFinancial Educator

Waxhaw, NC

Jul 15^th @ 10:30 PM

Wellness in Retirement

Emmet's Social Table

401 E South Main St.
Waxhaw, NC 28173

Hosted By

Kristin OakleyFinancial Educator

Greenville, SC

Jul 16^th @ 10:30 PM

Wellness in Retirement

Augusta Grill

615 Haywood Road
Greenville, SC 29607

Hosted By

Kristin OakleyFinancial Educator

Huntersville, NC

Jul 20^th @ 10:30 PM

Wellness in Retirement

Red Rocks Cafe: Birkdale Village

8712 Lindholm Dr.
Huntersville, NC 28078

Hosted By

Chaz HammondFinancial Advisor

Rock Hill, SC

Jul 22^nd @ 10:30 PM

Wellness in Retirement

The Pump House

575 Herrons Ferry Road
Rock Hill, SC 29715

Hosted By

Jonathan KirkSenior Financial Advisor

Spartanburg, SC

Jul 23^rd @ 10:30 PM

Wellness in Retirement

CityRange Steakhouse Grill

774 Spartan Blvd.
Spartanburg, SC 29301

Hosted By

Marcel KelleySenior Financial Advisor

Charlotte, NC

Jul 27^th @ 10:30 PM

Wellness in Retirement

Rooster's Wood Fired Kitchen

15110 Bowl St.
Suite #101
Charlotte, NC 28277

Hosted By

Mark HenryFounder/CEO