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.

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

Greenville, SC

May 7^th @ 10:30 PM

Wellness in Retirement

CityRange Steakhouse Grill

615 Haywood Rd.
Greenville, SC 29607

Marcel Kelley

Marcel KelleySenior Financial 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

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

Cornelius, NC

May 28^th @ 10:30 PM

Wellness in Retirement

LakeHouse Wine Bar & Grill

18665 Harborside Dr.
Cornelius, NC 28031

Chaz Hammond

Chaz HammondFinancial Advisor

June

Denver, NC

Jun 11^th @ 10:30 PM

Wellness in Retirement

Savory House Kitchen

2790 N 16 NC Business Hwy.
Denver, NC 28037

Chaz Hammond

Chaz HammondFinancial Advisor

Huntersville, NC

Jun 15^th @ 10:30 PM

Wellness in Retirement

Foxcroft Food & Wine

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

Chaz Hammond

Chaz HammondFinancial Advisor

Mooresville, NC

Jun 17^th @ 10:30 PM

Wellness in Retirement

On The Nines Bistro

205 Golf Course Drive
Mooresville, NC 28115

Chaz Hammond

Chaz HammondFinancial Advisor