Events

Hero Background

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.

April

Rock Hill, SC

Apr 20^th @ 10:30 PM

Wellness in Retirement

The Pump House

575 Herrons Ferry Road
Rock Hill, SC 29730

Jonathan Kirk

Jonathan KirkSenior Financial Advisor

Charlotte, NC

Apr 21^st @ 3:30 PM

Wellness in Retirement

Napa at Stonecrest

7708 Rea Road
Charlotte, NC 28227

Jonathan Kirk

Jonathan KirkSenior Financial Advisor

Greenville, SC

Apr 21^st @ 10:30 PM

Wellness in Retirement

Augusta Grill

1818 Augusta St.
Greenville, SC 29605

Marcel Kelley

Marcel KelleySenior Financial Advisor

Huntersville

Apr 21^st @ 10:30 PM

Wellness in Retirement

Burtons Grill & Bar

8908 Lindholm Dr.
Huntersville, NC 28078

Kristin Oakley

Kristin OakleyConsumer Advocate

Spartanburg, SC

Apr 23^rd @ 10:30 PM

Wellness in Retirement

CityRange Steakhouse Grill

774 Spartan Blvd.
Spartanburg, SC 29301

Marcel Kelley

Marcel KelleySenior Financial Advisor

Mooresville, NC

Apr 23^rd @ 10:30 PM

Wellness in Retirement

Epic Chophouse

104 S Main St.
Mooresville, NC 28115

Kristin Oakley

Kristin OakleyConsumer Advocate

Charlotte, NC

Apr 27^th @ 10:30 PM

Wellness in Retirement

Link & Pin Arboretum

8128 Providence Road #1200
Charlotte, NC 28277

Mark Henry

Mark HenryFounder/CEO

May

Waxhaw, NC

May 6^th @ 10:30 PM

Wellness in Retirement

Emmet's Social Table

401 E South Main Street
Waxhaw, NC 28173

Jonathan Kirk

Jonathan KirkSenior Financial Advisor

Huntersville, NC

May 6^th @ 10:30 PM

Wellness in Retirement

North Italia

8711 Lindholm Dr.
Huntersville, NC 28078

Chaz Hammond

Chaz HammondFinancial Advisor

Charlotte, NC

May 11^th @ 10:30 PM

Wellness in Retirement

Rooster's Wood Fired Kitchen

15110 Bowl St.
Suite #101
Charlotte, NC 28277

Mark Henry

Mark HenryFounder/CEO

Simpsonville, SC

May 14^th @ 3:30 PM

Wellness in Retirement

Stella's Southern Bistro

684 Fairview Road
Simpsonville, SC 29680

Marcel Kelley

Marcel KelleySenior Financial Advisor

Denver, NC

May 18^th @ 10:30 PM

Wellness in Retirement

Chillfire Bar & Grill

121-A Cross Center Road
Denver, NC 28037

Chaz Hammond

Chaz HammondFinancial Advisor

Charlotte, NC

May 19^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

Anderson, SC

May 21^st @ 10:30 PM

Wellness in Retirement

Sullivan's Metropolitan Grill

208 South Main Street
Anderson, SC 29624

Marcel Kelley

Marcel KelleySenior Financial Advisor

Mooresville, NC

May 27^th @ 10:30 PM

Wellness in Retirement

On The Nines Bistro

205 Golf Course Drive
Mooresville, NC 28115

Chaz Hammond

Chaz HammondFinancial Advisor

Charlotte, NC

May 27^th @ 10:30 PM

Wellness in Retirement

North Italia

15120 Bowl St. #102
Charlotte, NC 28277

Jonathan Kirk

Jonathan KirkSenior Financial Advisor