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.
March
Denver, NC
The Retirement Puzzle
Chillfire Bar & Grill
121-A Cross Center Road
Denver, NC 28037
Denver, NC 28037
Hosted By
Mike LacySenior Financial Advisor
Charlotte, NC
The Retirement Puzzle
North Italia
15120 Bowl St. #102
Charlotte, NC 28277
Charlotte, NC 28277
Hosted By
Jonathan KirkSenior Financial Advisor
Charlotte, NC
The Retirement Puzzle
Del Frisco's Double Eagle Steakhouse
4725 Piedmont Row Dr.
Charlotte, NC 28210
Charlotte, NC 28210
Hosted By
Jonathan KirkSenior Financial Advisor
Kannapolis, NC
The Retirement Puzzle
Chophouse 101
101 West Ave.
Kannapolis, NC 28081
Kannapolis, NC 28081
Hosted By
Mike LacySenior Financial Advisor
Greenville, SC
The Retirement Puzzle
CityRange Steakhouse Grill
615 Haywood Rd.
Greenville, SC 29607
Greenville, SC 29607
Hosted By
Chaz HammondFinancial Advisor
Simpsonville, SC
The Retirement Puzzle
Stella's Southern Bistro
684 Fairview Rd.
Simpsonville, SC 29680
Simpsonville, SC 29680
Hosted By
Chaz HammondFinancial Advisor
Greenville, SC
The Retirement Puzzle
Augusta Grill
1818 Augusta St.
Greenville, SC 29605
Greenville, SC 29605
Hosted By
Mark HenryFounder/CEO
Sherrills Ford, NC
The Retirement Puzzle
Lineberger's Steakhouse
6747 North Carolina 150
Sherrills Ford, NC 28673
Sherrills Ford, NC 28673
Hosted By
Mike LacySenior Financial Advisor
Charlotte, NC
The Retirement Puzzle
Rooster's Wood Fired Kitchen
15110 Bowl St.
Suite #101
Charlotte, NC 28277
Suite #101
Charlotte, NC 28277
Hosted By
Mark HenryFounder/CEO
Huntersville, NC
The Retirement Puzzle
Foxcroft Food & Wine
16915 Birkdale Commons Pkwy. Suite A
Huntersville, NC 28078
Huntersville, NC 28078
Hosted By
Mike LacySenior Financial Advisor
Locust, NC
The Retirement Puzzle
The Local Room
215 S Central Ave.
Locust, NC 28097
Locust, NC 28097
Hosted By
Mark HenryFounder/CEO
April
Huntersville
Wellness in Retirement
North Italia
8711 Lindholm Dr.
Huntersville, NC 28078
Huntersville, NC 28078
Hosted By
Mike LacySenior Financial Advisor
Huntersville
Wellness in Retirement
Burtons Grill & Bar
8908 Lindholm Dr.
Huntersville, NC 28078
Huntersville, NC 28078
Hosted By
Mike LacySenior Financial Advisor