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:
New Rules of Retirement
December 9 @ 5:30 pm - 8:30 pm at Greenville Technical CollegeTaxes in Retirement
December 10 @ 7:00 pm - 8:00 pm at Enka-Candler LibrarySocial Security and Retirement Planning
December 11 @ 11:00 am - 12:00 pm at Lexington County Public Library- LexingtonNew Rules of Retirement
January 13, 2026 @ 6:30 pm - 7:30 pm at VirtualSocial Security and Retirement Planning
January 14, 2026 @ 11:30 am - 12:30 pm at Synergy Business Park – Santee BuildingTaxes in Retirement
January 22, 2026 @ 11:30 am - 12:30 pm at Trident Technical CollegeNew Rules of Retirement
January 24, 2026 @ 9:00 am - 12:00 pm at Greenville Technical CollegeEstate Planning
February 5, 2026 @ 11:30 am - 12:30 pm at The Meech House at Mungo Park
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
