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:
Social Security and Retirement Planning
April 16 @ 11:00 am - 12:00 pm at Lexington County Public Library- LexingtonSocial Security and Retirement Planning
April 21 @ 11:30 am - 12:30 pm at Trident Technical CollegeEstate Planning
April 21 @ 2:00 pm - 3:00 pm at Midlands Tech Beltline Campus- ColumbiaTaxes in Retirement
April 22 @ 6:30 pm - 8:30 pm at City Club of GreenvilleTaxes in Retirement
April 23 @ 6:30 pm - 8:30 pm at City Club of GreenvilleTaxes in Retirement
April 29 @ 11:30 am - 12:30 pm at AB Technical CollegeTaxes in Retirement
May 5 @ 6:30 pm - 8:30 pm at Cork & Cleaver SteakhouseEstate Planning
May 6 @ 11:30 am - 12:30 pm at Five Forks Library- Five Forks
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
