Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our 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 seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming EVENTS:

June 22
Estate Planning 101
12:00 pm | Columbia Area Restaurant
June 22
Estate Planning 101
6:30 pm | Columbia Area Restaurant
June 24
New Rules of Retirement Class (June 17 & 24)
10:30 am | Lexington Chamber & Visitors Center
June 24
New Rules of Retirement Class (June 17 & 24)
6:30 pm | Lexington Chamber & Visitors Center
June 29
What Every Woman Should Know About Retirement
12:00 pm | Columbia Area Restaurant
June 29
What Every Woman Should Know About Retirement
6:30 pm | Columbia Area Restaurant
June 30
What Every Woman Should Know About Retirement
12:00 pm | Columbia Area Restaurant
July 8
Smart Retirement Tax
10:30 am | Columbia Metropolitan Convention Center
July 8
Smart Retirement Tax
2:00 pm | Columbia Metropolitan Convention Center
July 20
Smart Retirement Tax
11:30 am | Asheville Area Public Meeting Space- Register For Details

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