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.
August
Charlotte, NC
Wellness in Retirement
The Porter's House
7417 Waverly Walk Ave.
Charlotte, NC 28277
Charlotte, NC 28277
Hosted By
Kristin OakleyFinancial Educator
Mooresville, NC
Wellness in Retirement
Epic Chophouse
104 S Main Street
Mooresville, NC 28115
Mooresville, NC 28115
Hosted By
Chaz HammondFinancial Advisor
Greenville, SC
Estate Planning Simplified
Greenville Tech - Primsa Health Center for Health & Life Sciences
Prisma Health Center for Health and Life Sciences - Building #101 Multipurpose Room
506 S. Pleasantburg Drive, Greenville, SC 29607
*Use main entrance off of S. Pleasantburg Drive
506 S. Pleasantburg Drive, Greenville, SC 29607
*Use main entrance off of S. Pleasantburg Drive
Hosted By
Marcel KelleySenior Financial Advisor
Albemarle, NC
Wellness in Retirement
Five Points Public House
304 E Main Street
Albemarle, NC 28001
Albemarle, NC 28001
Hosted By
Mark HenryFounder/CEO
Denver, NC
Wellness in Retirement
Chillfire Bar & Grill
121-A Cross Center Road
Denver, NC 28037
Denver, NC 28037
Hosted By
Chaz HammondFinancial Advisor
Charlotte, NC
Wellness in Retirement
Del Frisco's Double Eagle Steakhouse
4527 Piedmont Row Dr. Suite 170
Charlotte, NC 28210
Charlotte, NC 28210
Hosted By
Jonathan KirkSenior Financial Advisor
Greenville, SC
Estate Planning Simplified
Greenville Tech - Truist Culinary & Hospitality Innovation Center (CHI)
Truist Culinary & Hospitality Innovation Center (CHI) - #104/105 Room
556 Perry Ave Ste B114, Greenville, SC 29611
556 Perry Ave Ste B114, Greenville, SC 29611
Hosted By
Marcel KelleySenior Financial Advisor
Monroe, NC
Estate Planning Simplified
South Piedmont Community College
1851 S Piedmont Street
Monroe, NC 28110
(Main Building) 2nd Floor Auditorium OCH Campus
Monroe, NC 28110
(Main Building) 2nd Floor Auditorium OCH Campus
Hosted By
Mark HenryFounder/CEO
Charlotte, NC
Wellness in Retirement
Link & Pin Arboretum
8128 Providence Road #1200
Charlotte, NC 28277
Charlotte, NC 28277
Hosted By
Jonathan KirkSenior Financial Advisor
Simpsonville, SC
Wellness in Retirement
Stella's Southern Bistro
684 Fairview Road
Simpsonville, SC 29680
Simpsonville, SC 29680
Hosted By
Marcel KelleySenior Financial Advisor
Huntersville, NC
Wellness in Retirement
Foxcroft Food & Wine - Birkdale
16915 Birkdale Commons Pkwy.
Suite A, Huntersville, NC 28078
Suite A, Huntersville, NC 28078
Hosted By
Chaz HammondFinancial Advisor
Greenville, SC
Wellness in Retirement
CityRange Steakhouse & Grill
615 Haywood Road
Greenville, SC 29607
Greenville, SC 29607
Hosted By
Marcel KelleySenior Financial Advisor
Rock Hill, SC
Wellness in Retirement
The Pump House
575 Herrons Ferry Road
Rock Hill, SC 29715
Rock Hill, SC 29715
Hosted By
Kristin OakleyFinancial Educator
September
Belmont, NC
Estate Planning Simplified
Drift on Lake Wylie
315-M Lanyard Lane
Belmont, NC 28012
Belmont, NC 28012
Hosted By
Kristin OakleyFinancial Educator
Sherrills Ford, NC
Wellness in Retirement
Lineberger's Cattle Company Steakhouse & Saloon
6747 North Carolina 150
Sherrills Ford, NC 28673
Sherrills Ford, NC 28673
Hosted By
Chaz HammondFinancial Advisor
Cornelius, NC
Wellness in Retirement
LakeHouse Wine Bar & Grill
18665 Harborside Dr.
Cornelius, NC 28031
Cornelius, NC 28031
Hosted By
Chaz HammondFinancial Advisor