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.

January

Greenville, SC

Stella's Southern Brasserie

340 Rocky Slope Road
Greenville, SC 29607

Denver, NC

Savory House Kitchen

2790 N 16 NC Business Hwy.
Denver, NC 28037

February

Davidson, NC

North Harbor Club

100 N Harbor Pl.
Davidson, NC 28036

Mooresville, NC

Charles Mack Citizen Center

215 N Main St. #2527
Mooresville, NC 28115

Anderson, SC

Sullivan's Metropolitan Grill

208 S Main St.
Anderson, SC 29624

Huntersville, NC

Red Rocks Cafe: Birkdale Village

8712 Lindholm Dr.
Huntersville, NC 28078

Fort Mill, SC

Fish Market Bar & Grill

990 Market St.
Fort Mill, SC

Spartanburg, SC

CityRange Steakhouse Grill

774 Spartan Blvd.
Spartanburg, SC 29301

Rock Hill, SC

The Pump House

575 Herrons Ferry Road
Rock Hill, SC 29715

Greenville, SC

Ink N Ivy

21 E Coffee St.
Greenville, SC 29601

Charlotte, NC

Napa at Stonecrest

7708 Rea Road
Charlotte, NC 28227

Cornelius, NC

LakeHouse Wine Bar & Grill

18665 Harborside Dr.
Cornelius, NC 28031

Charlotte, NC

Link & Pin Arboretum

8128 Providence Rd. #1200
Charlotte, NC 28277

March

Greenville, SC

CityRange Steakhouse Grill

615 Haywood Rd.
Greenville, SC 29607

Simpsonville, SC

Stella's Southern Bistro

684 Fairview Rd.
Simpsonville, SC 29680