Take the first step toward reaching your
Financial Goals
Get the information that can help you live a confident retirement by attending our financial planning seminars.
ATTEND A FINANCIAL PLANNING SEMINAR
Our financial planning seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our financial seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
Continue to check back here for new events.
Upcoming EVENTS:
Taxes in Retirement
February 17 @ 6:30 pm - 8:30 pm at Stella’s Southern BistroTaxes in Retirement
February 18 @ 6:30 pm - 8:30 pm at Stella’s Southern BistroNew Rules of Retirement
February 21 @ 9:00 am - 12:00 pm at Midlands Tech Beltline Campus- ColumbiaTaxes in Retirement
February 24 @ 11:30 am - 12:30 pm at Trident Technical CollegeEstate Planning
February 25 @ 6:30 pm - 7:30 pm at Lexington County Public Library- LexingtonTaxes in Retirement
March 5 @ 11:30 am - 12:30 pm at Columbia Convention CenterSocial Security and Retirement Planning
March 11 @ 1:00 pm - 2:00 pm at Irmo Library- ColumbiaSocial Security and Retirement Planning
March 12 @ 12:00 pm - 1:00 pm at Serendipity Labs
rather meet
ONE-ON-ONE?
Schedule a meeting with one of our advisors to create your financial strategy today.
Or give us a call at 803.782.0671
