Educational Workshops & Seminars

We believe the most important thing we do is help educate our clients and community.

Financial Workshops

We regularly host financial workshops at several different venues around the Charlotte metro area. If you’re interested in learning about different financial topics at one of our upcoming workshops, sign up today – we’d love to have you join us. RSVP is required.

Learn More
Taxes in Retirement

Retirement Planning Today®

You’ve worked hard to provide for your family and save for your future. Retirement Planning Today® is a course that teaches you how to keep more of what you earn and prepare for a more successful retirement.

Whether you are just beginning to develop a retirement plan or are rapidly approaching retirement, you will discover how to define long-term goals and return from class with practical information you can apply today.

This course includes a 223-page illustrated textbook. Couples may attend together for a single registration fee. Classes are held weekday evenings or Saturday mornings.

Rejuvenate Your Retirement®

This unique and comprehensive course focuses on life planning and financial concepts that are important to retirees. In easy-to-understand, straightforward language, this course explains life planning strategies designed to accomplish goals such as tax-efficient income planning, lifestyle preservation, inflation protection, and providing a legacy.

Money is only one aspect of post-retirement planning. Rejuvenate Your Retirement® discusses fun and fulfilling activities such as travel, hobbies, sports, crafts, socializing, business ventures, and lifelong learning to help you make the most of your retirement years.

This course includes a 143-page illustrated workbook. Classes are typically held weekday mornings/afternoons or Saturday mornings.

Come by for a chat! Fill out the form and a member of our team will be in touch with you shortly.