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
April 24 @ 11:30 am - 12:30 pm at Lexington County Public Library- LexingtonTaxes in Retirement
April 29 @ 12:30 pm - 1:30 pm at Midlands Tech Beltline Campus- ColumbiaEstate Planning
May 1 @ 11:30 am - 12:30 pm at Five Forks Library- Five ForksSocial Security and Retirement Planning
May 15 @ 10:30 am - 11:30 am at Five Forks Library- Five ForksNew Rules of Retirement
May 20 @ 5:30 pm - 8:30 pm at Greenville Technical CollegeTaxes in Retirement
May 28 @ 6:30 pm - 8:30 pm at Ruth’s Chris Steakhouse – ColumbiaTaxes in Retirement
May 29 @ 6:30 pm - 8:30 pm at Ruth’s Chris Steakhouse – ColumbiaTaxes in Retirement
June 3 @ 6:30 pm - 8:30 pm at Ruth’s Chris Steakhouse – Greenville
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
