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.

To reserve your spot at an upcoming event, please call us at
(800) 689-3935.

July

Huntersville, NC

Jul 20^th @ 10:30 PM

Wellness in Retirement

Red Rocks Cafe: Birkdale Village

8712 Lindholm Dr.
Huntersville, NC 28078

Chaz Hammond

Chaz HammondFinancial Advisor

Greenville, SC

Jul 21^st @ 10:30 PM

Wellness in Retirement

Augusta Grill

1818 Augusta Street
Greenville, SC 29605

Marcel Kelley

Marcel KelleySenior Financial Advisor

Rock Hill, SC

Jul 22^nd @ 10:30 PM

Wellness in Retirement

The Pump House

575 Herrons Ferry Road
Rock Hill, SC 29715

Jonathan Kirk

Jonathan KirkSenior Financial Advisor

Spartanburg, SC

Jul 23^rd @ 10:30 PM

Wellness in Retirement

CityRange Steakhouse Grill

774 Spartan Blvd.
Spartanburg, SC 29301

Marcel Kelley

Marcel KelleySenior Financial Advisor

Charlotte, NC

Jul 27^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

Greenville, SC

Jul 28^th @ 10:30 PM

Estate Planning Simplified

Greenville Tech - Truist Culinary & Hospitality Innovation Center (CHI)

556 Perry Ave, Suite B114
Greenville, SC 29611

Mark Henry

Mark HenryFounder/CEO

August

Greenville, SC

Aug 4^th @ 10:30 PM

Estate Planning Simplified

Greenville Tech - Student Success Center

Student Success Center - Building #102 Community Room
506 S. Pleasantburg Drive, Greenville, SC 29607
*Use main entrance off S. Pleasantburg Drive

Marcel Kelley

Marcel KelleySenior Financial Advisor

Fort Mill, SC

Aug 5^th @ 10:30 PM

Wellness in Retirement

Fish Market Bar & Grill

990 Market St.
Fort Mill, SC

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Charlotte, NC

Aug 6^th @ 10:30 PM

Wellness in Retirement

The Porter's House

7417 Waverly Walk Ave.
Charlotte, NC 28277

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Mooresville, NC

Aug 6^th @ 10:30 PM

Wellness in Retirement

Epic Chophouse

104 S Main Street
Mooresville, NC 28115

Chaz Hammond

Chaz HammondFinancial Advisor

Greenville, SC

Aug 11^th @ 10:30 PM

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

Marcel Kelley

Marcel KelleySenior Financial Advisor

Albemarle, NC

Aug 11^th @ 10:30 PM

Wellness in Retirement

Five Points Public House

304 E Main Street
Albemarle, NC 28001

Mark Henry

Mark HenryFounder/CEO

Denver, NC

Aug 17^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

Aug 17^th @ 10:30 PM

Wellness in Retirement

Del Frisco's Double Eagle Steakhouse

4527 Piedmont Row Dr. Suite 170
Charlotte, NC 28210

Jonathan Kirk

Jonathan KirkSenior Financial Advisor

Greenville, SC

Aug 18^th @ 10:30 PM

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

Marcel Kelley

Marcel KelleySenior Financial Advisor

Monroe, NC

Aug 18^th @ 10:30 PM

Estate Planning Simplified

South Piedmont Community College

1851 S Piedmont Street
Monroe, NC 28110
(Main Building) 2nd Floor Auditorium OCH Campus

Mark Henry

Mark HenryFounder/CEO

Charlotte, NC

Aug 24^th @ 10:30 PM

Wellness in Retirement

Link & Pin Arboretum

8128 Providence Road #1200
Charlotte, NC 28277

Jonathan Kirk

Jonathan KirkSenior Financial Advisor

Simpsonville, SC

Aug 25^th @ 3:30 PM

Wellness in Retirement

Stella's Southern Bistro

684 Fairview Road
Simpsonville, SC 29680

Marcel Kelley

Marcel KelleySenior Financial Advisor

Huntersville, NC

Aug 25^th @ 10:30 PM

Wellness in Retirement

Foxcroft Food & Wine - Birkdale

16915 Birkdale Commons Pkwy.
Suite A, Huntersville, NC 28078

Chaz Hammond

Chaz HammondFinancial Advisor

Greenville, SC

Aug 27^th @ 10:30 PM

Wellness in Retirement

CityRange Steakhouse & Grill

615 Haywood Road
Greenville, SC 29607

Marcel Kelley

Marcel KelleySenior Financial Advisor

Rock Hill, SC

Aug 27^th @ 10:30 PM

Wellness in Retirement

The Pump House

575 Herrons Ferry Road
Rock Hill, SC 29715

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

September

Belmont, NC

Sep 8^th @ 10:30 PM

Wellness in Retirement

Drift on Lake Wylie

315-M Lanyard Lane
Belmont, NC 28012

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator