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
July 7 @ 6:30 pm - 8:30 pm at The Post HouseTaxes in Retirement
July 8 @ 1:00 pm - 2:00 pm at Five Forks Library- Five ForksTaxes in Retirement
July 8 @ 6:00 pm - 7:00 pm at Irmo Library- ColumbiaTaxes in Retirement
July 8 @ 6:30 pm - 8:30 pm at The Post HouseTaxes in Retirement
July 15 @ 11:30 am - 12:30 pm at Trident Technical CollegeEstate Planning
July 15 @ 11:30 am - 12:30 pm at Greenville Tech Barton CampusTaxes in Retirement
July 21 @ 9:30 am - 10:30 am at Founders HallTaxes in Retirement
July 21 @ 12:30 pm - 1:30 pm at Founders Hall
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
