Events

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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.

September

Greenville, SC

Sep 17^th @ 10:30 PM

Taxes & Retirement

Greenville Tech - Primsa Health Center for Health & Life Sciences

506 S. Pleasantburg Drive
Building #101 Multipurpose Room
Greenville, SC 29607

Marcel Kelley

Marcel KelleySenior Financial Advisor

Greenville, SC

Sep 22^nd @ 10:30 PM

Taxes & Retirement

Greenville Tech - Primsa Health Center for Health & Life Sciences

506 S. Pleasantburg Drive
Building #101 Multipurpose Room
Greenville, SC 29607

Marcel Kelley

Marcel KelleySenior Financial Advisor

Fort Mill, SC

Sep 23^rd @ 10:30 PM

Wellness in Retirement

Epic Chophouse

1365 Broadcloth Street Suite 101
Fort Mill, SC 29715

Mark Henry

Mark HenryFounder/CEO

Greenville, SC

Sep 24^th @ 10:30 PM

Taxes & Retirement

Ruth's Chris Steakhouse

Crowne Plaza Hotel
851-A Congaree Road
Greenville, SC 29607

Marcel Kelley

Marcel KelleySenior Financial Advisor

Cornelius, NC

Sep 30^th @ 10:30 PM

Wellness in Retirement

LakeHouse Wine Bar & Grill

18665 Harborside Dr.
Cornelius, NC 28031

Chaz Hammond

Chaz HammondFinancial Advisor

October

Denver, NC

Oct 5^th @ 10:30 PM

Wellness in Retirement

Joey's (food from 16 Prime Steak & Seafood)

7913 Natalie Commons Drive
Denver, NC 28037

Chaz Hammond

Chaz HammondFinancial Advisor

Greenville, SC

Oct 6^th @ 10:30 PM

Taxes & Retirement

Greenville Tech - Center for Manufacturing Innovation

John I. Smith Charities Multipurpose Room
575 Millennium Blvd.
Greenville, SC 29607

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Mooresville, NC

Oct 7^th @ 10:30 PM

Estate Planning Simplified

Charles Mack Citizen Center

215 N Main Street
Moore Room
Mooresville, NC 28115

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Albemarle, NC

Oct 7^th @ 10:30 PM

Wellness in Retirement

Five Points Public House

304 E Main St.
Albemarle, NC 28001

Mark Henry

Mark HenryFounder/CEO

Fort Mill, SC

Oct 8^th @ 10:30 PM

Wellness in Retirement

Fish Market Bar & Grill

990 Market St.
Fort Mill, SC

Mark Henry

Mark HenryFounder/CEO

Charlotte, NC

Oct 12^th @ 10:30 PM

Wellness in Retirement

Del Frisco's Double Eagle Steakhouse

4527 Piedmont Row Dr. Suite 170
Charlotte, NC 28210

Mark Henry

Mark HenryFounder/CEO

Charlotte, NC

Oct 14^th @ 10:30 PM

Wellness in Retirement

The Porter's House

7417 Waverly Walk Ave
Charlotte, NC 28277

Jonathan Kirk

Jonathan KirkSenior Financial Advisor

Belmont, NC

Oct 15^th @ 10:30 PM

Wellness in Retirement

Drift on Lake Wylie

315-M Lanyard Lane
Belmont, NC 28012

Mark Henry

Mark HenryFounder/CEO

Davidson, NC

Oct 20^th @ 10:30 PM

Wellness in Retirement

North Harbor Club

100 N Harbor Place
Davidson, NC 28036

Chaz Hammond

Chaz HammondFinancial Advisor

Greenville, SC

Oct 26^th @ 10:30 PM

Taxes & Retirement

Halls Chophouse

550 S Main Street
Greenville, SC 29601

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Greenville, SC

Oct 27^th @ 10:30 PM

Taxes & Retirement

Ruth's Chris Steakhouse

Crowne Plaza Hotel
851-A Congaree Road
Greenville, SC 29607

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Huntersville, NC

Oct 28^th @ 10:30 PM

Wellness in Retirement

Link & Pin Arboretum

9723 Sam Furr Road
Huntersville, NC 28078

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Locust, NC

Oct 28^th @ 10:30 PM

Wellness in Retirement

The Local Room

215 S Central Ave.
Locust, NC 28097

Mark Henry

Mark HenryFounder/CEO

Charlotte, NC

Oct 29^th @ 10:30 PM

Wellness in Retirement

Link & Pin Arboretum

8128 Providence Road #1200
Charlotte, NC 28277

Mark Henry

Mark HenryFounder/CEO

November

Matthews, NC

Nov 2^nd @ 11:00 PM

Estate Planning Simplified

Matthews Library

Community Room
230 Matthews Station St.
Matthews, NC 28105

Mark Henry

Mark HenryFounder/CEO

Albemarle, NC

Nov 4^th @ 11:30 PM

Wellness in Retirement

Five Points Public House

304 E Main Street
Albemarle, NC 28001

Mark Henry

Mark HenryFounder/CEO

Denver, NC

Nov 4^th @ 11:30 PM

Wellness in Retirement

Chillfire Bar & Grill

121-A Cross Center Road
Denver, NC 28037

Chaz Hammond

Chaz HammondFinancial Advisor

Waxhaw, NC

Nov 9^th @ 11:30 PM

Wellness in Retirement

Emmet's Social Table

401 E South Main Street
Waxhaw, NC 28173

Jonathan Kirk

Jonathan KirkSenior Financial Advisor

Monroe, NC

Nov 10^th @ 11:30 PM

Estate Planning Simplified

South Piedmont Community College

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

Mark Henry

Mark HenryFounder/CEO

Charlotte, NC

Nov 12^th @ 11:30 PM

Wellness in Retirement

Napa Bistro & Wine Bar - Stonecrest

7708 Rea Road
Charlotte, NC 28227

Mark Henry

Mark HenryFounder/CEO

Mooresville, NC

Nov 12^th @ 11:30 PM

Wellness in Retirement

Epic Chophouse

104 S Main Street
Mooresville, NC 28115

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Huntersville, NC

Nov 16^th @ 11:30 PM

Wellness in Retirement

Red Rocks Cafe: Birkdale Village

8712 Lindholm Dr.
Huntersville, NC 28078

Chaz Hammond

Chaz HammondFinancial Advisor

Rock Hill, SC

Nov 16^th @ 11:30 PM

Wellness in Retirement

The Pumphouse Restaurant

575 Herrons Ferry Road
Rock Hill, SC 29730

Jonathan Kirk

Jonathan KirkSenior Financial Advisor

Greenville, SC

Nov 23^rd @ 11:30 PM

Taxes & Retirement

Ruth's Chris Steakhouse

Crowne Plaza Hotel
851-A Congaree Road
Greenville, SC 29607

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Greenville, SC

Nov 24^th @ 11:30 PM

Taxes & Retirement

Halls Chophouse

550 S Main Street
Greenville, SC 29601

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Fort Mill, SC

Nov 30^th @ 11:30 PM

Wellness in Retirement

Epic Chophouse

1365 Broadcloth Street Suite 101
Fort Mill, SC 29715

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

December

Greenville, SC

Dec 1^st @ 11:30 PM

Taxes & Retirement

Ruth's Chris Steakhouse

Crowne Plaza Hotel
851-A Congaree Road
Greenville, SC 29607

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Belmont, NC

Dec 3^rd @ 11:30 PM

Wellness in Retirement

Drift on Lake Wylie

315-M Lanyard Lane
Belmont, NC 28012

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Sherrills Ford, NC

Dec 8^th @ 11:30 PM

Wellness in Retirement

Lineberger's Cattle Company Steakhouse & Saloon

6747 North Carolina 150
Sherrills Ford, NC 28673

Chaz Hammond

Chaz HammondFinancial Advisor

Huntersville, NC

Dec 14^th @ 11:30 PM

Wellness in Retirement

North Italia - Birkdale

8711 Lindholm Dr.
Huntersville, NC 28078

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Greenville, SC

Dec 15^th @ 11:30 PM

Taxes & Retirement

Halls Chophouse

550 S Main Street
Greenville, SC 29601

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator