Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
Planning for a Secure Retirement
July 9, 2020 1:00p - 2:00p Eastern Standard Time
After registering, you will receive a confirmation email containing information about joining the webinar.
3 Key Questions for Business Owners
June 25, 2020 1:00p - 2:00p Eastern Standard Time
After registering, you will receive a confirmation email containing information about joining the webinar.
How to Maximize Your Retirement Income
June 23, 2020 1:00p - 2:00p Eastern Standard Time
After registering, you will receive a confirmation email containing information about joining the webinar.
Student Loans
June 18, 2020 1:00p - 2:00p Eastern Standard Time
After registering, you will receive a confirmation email containing information about joining the webinar.
https://us02web.zoom.us/webinar/register/WN_oQIr7PmjTGaaQY5PoF1k4A
Healthcare Costs in Retirement
June 16, 2020 1:00p - 2:00p Eastern Standard Time
After registering, you will receive a confirmation email containing information about joining the webinar.
https://us02web.zoom.us/webinar/register/WN_YZvzk2o2SzGgae07M6BsDA
Retire with Certainty
June 11, 2020 11:00a - 12:00p Eastern Standard Time
After registering, you will receive a confirmation email containing information about joining the webinar.
https://us02web.zoom.us/webinar/register/WN_vdqnhwBOTqia75_fCK1Qbg
Prepared No Scared Series: Ensuring You Have Enough Guaranteed Income In Retirement
May 26, 2020 1:00p - 2:00p Eastern Standard Time
After registering, you will receive a confirmation email containing information about joining the webinar.
Prepared Not Scared Series : How to Maximize Your Retirement Income Through Informed Social Security Decisions (copy)
May 21, 2020 1:00p - 2:00p Eastern Standard Time
After registering, you will receive a confirmation email containing information about joining the webinar.
Please join us for our upcoming webinar " How to Maximize Your Retirement Income Through Informed Social Security Decisions (2020-100258 exp 05/22/20)." We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you, even during these uncertain times. Feel free to invite your friends and loved ones. RSVP today to save your seat.
Prepared Not Scared Series: Retire with Certainty: Insulate Your Retirement Finances from Risks to Improve Your Quality of Life.
May 19, 2020 1:00p - 2:00p Eastern Standard Time
After registering, you will receive a confirmation email containing information about joining the webinar.
Please join us for our upcoming webinar " Retire with Certainty: Insulate Your Retirement Finances from Risks Like Volatility, Health Concerns, and Other Unknowns to Improve Your Quality of Life (2020-100254 exp 05/20/20)." We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you, even during these uncertain times. Feel free to invite your friends and loved ones. RSVP today to save your seat.
Lucky Dog Bark & Brew
December 8, 2019 12:30p - 4:30p Eastern Standard Time
Lucky Dog Bark & Brew - Steele Creek
I enjoy what I do and the people I work with. In appreciation, I would like to say thank you by pulling together this event just for you! Grab your fur baby and a friend or two to the Lucky Dog Bark and Brew - Steele Creek (*restrictions are below) Watch the Panthers play the Falcons, you and your pup meet new friends, and maybe take home a prize or two... Feel free to bring a guest or friend and enjoy some food and beverage gameday - Who knows... Your furbaby might leave with a prize or two.... Sunday December 8th @ 12:30 through the game! * Restrictions: You have to be 21 or older Pets must be sprayed or neutered
Exploring Social Security
October 23, 2019 5:30p - 7:15p Eastern Standard Time
Hickory Tavern (Rock Hill, SC)
How and when to claim your social security might be one of the most important retirement decisions you make. Reviewing and understanding your options before you make that decision is very important. If you or anyone you know are between 50-67 then this may be good event to attend. (save the date)
Panthers, Patriots, Pups & Peeps
August 22, 2019 6:00p - 9:00p Eastern Standard Time
Lucky Dog Bark and Brew (Steele Creek Location)
Come out and enjoy the Panthers and Patriots preseason game at the Lucky Dog Bark and Brew (Steele Creek). I would like to invite my dog loving clients and possibly their friends to come out and enjoy some food and beverage with their fur-baby while watching the Panthers play. *Pet must be sprayed/neutered *Must be 21 and older to attend