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
September 29 @ 6:00 pm - 7:00 pm at Daniel Island RecreationEstate Planning
September 30 @ 11:30 am - 12:30 pm at Midlands Tech Northeast CampusTaxes in Retirement
October 6 @ 11:30 am - 12:30 pm at Greenville Tech Barton CampusSocial Security and Retirement Planning
October 6 @ 1:00 pm - 2:00 pm at Irmo Library- ColumbiaEstate Planning
October 7 @ 11:30 am - 12:30 pm at Trident Technical CollegeTaxes in Retirement
October 20 @ 6:30 pm - 8:30 pm at Edmund’s OriginalTaxes in Retirement
October 20 @ 6:30 pm - 8:30 pm at Posana – Biltmore ParkEstate Planning
October 21 @ 11:30 am - 12:30 pm at Midlands Technical College- Harbison
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
