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:
Estate Planning
June 16 @ 11:30 am - 12:30 pm at Trident Technical CollegeTaxes in Retirement
June 16 @ 6:30 pm - 8:30 pm at City Club of GreenvilleTaxes in Retirement
June 17 @ 6:30 pm - 8:30 pm at City Club of GreenvilleSocial Security and Retirement Planning
June 18 @ 11:30 am - 12:30 pm at Charleston Learning CenterTaxes in Retirement
June 24 @ 11:00 am - 12:00 pm at Lexington County Public Library- LexingtonEstate Planning
June 30 @ 11:00 am - 12:00 pm at Columbia Convention CenterTaxes in Retirement
June 30 @ 12:30 pm at AB Technical CollegeEstate Planning
June 30 @ 1:30 pm - 2:30 pm at Columbia Convention Center
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
