Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our 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 seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming EVENTS:

January 18
Smart Retirement Tax
10:30 am | Irmo Branch Library
January 18
Smart Retirement Tax
2:30 pm | Irmo Branch Library
January 25
Surviving Retirement
6:30 pm | Rioz Brazilian Steakhouse
January 27
Surviving Retirement
6:30 pm | Rioz Brazilian Steakhouse
February 22
Take Back Control Of Your Retirement
6:30 pm | Travinia Italian Kitchen
February 24
Take Back Control Of Your Retirement
6:30 pm | Travinia Italian Kitchen
March 1
De-Risk Your Retirement Webinar
10:30 am | Webinar
March 2
New Rules of Retirement Class (February 23 & March 2)
10:30 am | Midlands Technical College – Beltline Campus
March 2
New Rules of Retirement Class (February 23 & March 2)
6:30 pm | Midlands Technical College – Beltline Campus

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