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.

February

Charlotte Skyline

Anderson, SC

Feb 10^th @ 11:30 PM

The Retirement Puzzle

Sullivan's Metropolitan Grill

208 S Main St.
Anderson, SC 29624

Chaz Hammond

Chaz HammondFinancial Advisor

Charlotte Skyline

Huntersville, NC

Feb 10^th @ 11:30 PM

The Retirement Puzzle

Red Rocks Cafe: Birkdale Village

8712 Lindholm Dr.
Huntersville, NC 28078

Mike Lacy

Mike LacySenior Financial Advisor

Charlotte Skyline

Fort Mill, SC

Feb 12^th @ 11:30 PM

The Retirement Puzzle

Fish Market Bar & Grill

990 Market St.
Fort Mill, SC

Mark Henry

Mark HenryFounder/CEO

Charlotte Skyline

Spartanburg, SC

Feb 12^th @ 11:30 PM

The Retirement Puzzle

CityRange Steakhouse Grill

774 Spartan Blvd.
Spartanburg, SC 29301

Chaz Hammond

Chaz HammondFinancial Advisor

Charlotte Skyline

Rock Hill, SC

Feb 16^th @ 11:30 PM

The Retirement Puzzle

The Pump House

575 Herrons Ferry Road
Rock Hill, SC 29715

Jonathan Kirk

Jonathan KirkSenior Financial Advisor

Charlotte Skyline

Greenville, SC

Feb 17^th @ 4:30 PM

The Retirement Puzzle

Ink N Ivy

21 E Coffee St.
Greenville, SC 29601

Chaz Hammond

Chaz HammondFinancial Advisor

Charlotte Skyline

Charlotte, NC

Feb 18^th @ 11:30 PM

The Retirement Puzzle

Napa at Stonecrest

7708 Rea Road
Charlotte, NC 28227

Jonathan Kirk

Jonathan KirkSenior Financial Advisor

Charlotte Skyline

Greenville, SC

Feb 24^th @ 11:30 PM

The Retirement Puzzle

CityRange Steakhouse Grill

615 Haywood Rd
Greenville, SC 29607

Marcel Kelley

Marcel KelleySenior Financial Advisor

Charlotte Skyline

Cornelius, NC

Feb 24^th @ 11:30 PM

The Retirement Puzzle

LakeHouse Wine Bar & Grill

18665 Harborside Dr.
Cornelius, NC 28031

Mike Lacy

Mike LacySenior Financial Advisor

Charlotte Skyline

Charlotte, NC

Feb 26^th @ 11:30 PM

The Retirement Puzzle

Link & Pin Arboretum

8128 Providence Rd. #1200
Charlotte, NC 28277

Mark Henry

Mark HenryFounder/CEO

March

Charlotte Skyline

Spartanburg, SC

Mar 5^th @ 11:30 PM

The Retirement Puzzle

CityRange Steakhouse Grill

774 Spartan Blvd.
Spartanburg, SC 29301

Marcel Kelley

Marcel KelleySenior Financial Advisor

Charlotte Skyline

Denver, NC

Mar 10^th @ 10:30 PM

The Retirement Puzzle

Chillfire Bar & Grill

121-A Cross Center Road
Denver, NC 28037

Mike Lacy

Mike LacySenior Financial Advisor

Charlotte Skyline

Charlotte, NC

Mar 11^th @ 10:30 PM

The Retirement Puzzle

Del Frisco's Double Eagle Steakhouse

4725 Piedmont Row Dr.
Charlotte, NC 28210

Jonathan Kirk

Jonathan KirkSenior Financial Advisor

Charlotte Skyline

Kannapolis, NC

Mar 11^th @ 10:30 PM

The Retirement Puzzle

Chophouse 101

101 West Ave.
Kannapolis, NC 28081

Mike Lacy

Mike LacySenior Financial Advisor

Charlotte Skyline

Greenville, SC

Mar 12^th @ 10:30 PM

The Retirement Puzzle

CityRange Steakhouse Grill

615 Haywood Rd.
Greenville, SC 29607

Chaz Hammond

Chaz HammondFinancial Advisor

Charlotte Skyline

Simpsonville, SC

Mar 17^th @ 3:30 PM

The Retirement Puzzle

Stella's Southern Bistro

684 Fairview Rd.
Simpsonville, SC 29680

Chaz Hammond

Chaz HammondFinancial Advisor

Charlotte Skyline

Greenville, SC

Mar 19^th @ 10:30 PM

The Retirement Puzzle

Augusta Grill

1818 Augusta St.
Greenville, SC 29605

Mark Henry

Mark HenryFounder/CEO

Charlotte Skyline

Sherrills Ford, NC

Mar 24^th @ 10:30 PM

The Retirement Puzzle

Lineberger's Steakhouse

6747 North Carolina 150
Sherrills Ford, NC 28673

Mike Lacy

Mike LacySenior Financial Advisor

Charlotte Skyline

Charlotte, NC

Mar 24^th @ 10:30 PM

The Retirement Puzzle

Rooster's Wood Fired Kitchen

15110 Bowl St.
Suite #101
Charlotte, NC 28277

Mark Henry

Mark HenryFounder/CEO

Charlotte Skyline

Huntersville, NC

Mar 26^th @ 10:30 PM

The Retirement Puzzle

Foxcroft Food & Wine

16915 Birkdale Commons Pkwy. Suite A
Huntersville, NC 28078

Mike Lacy

Mike LacySenior Financial Advisor

Charlotte Skyline

Locust, NC

Mar 31^st @ 10:30 PM

The Retirement Puzzle

The Local Room

215 S Central Ave.
Locust, NC 28097

Mark Henry

Mark HenryFounder/CEO