Upcoming Events

We are passionate about helping you win in retirement! We also know this is a scary and confusing time in your financial journey. That’s why we provide financial town hall events specifically designed to help retirees and pre-retirees just like you make better decisions. Come meet our team and learn how to achieve the financial independence you deserve!

The New Reality in Our Retirement - Part 2 of 2

Tuesday, September 25th at 6:30 PM

West Ashley
On the second night of this two part course, topics will include proper portfolio construction, estate and long-term care planning. Please call or email for more details.

The New Reality in Our Retirement- Part 1 of 2

Tuesday, October 9th at 6:30 PM

West Ashley
On the first night of this course, topics will include tax reform, income distribution and social security maximization. Please call or email for more details.

The New Reality in Our Retirement- Part 1 of 2

Monday, October 15th at 6:00 PM

Mount Pleasant
On the first night of this course, topics will include tax reform, income distribution and social security maximization. Please call or email for more details.

The New Reality in Our Retirement- Part 2 of 2

Tuesday, October 16th at 6:30 PM

West Ashley
On the second night of this two part course, topics will include proper portfolio construction, estate and long-term care planning. Please call or email for more details.

The New Retirement in Our Reality - Part 2 of 2

Monday, October 22nd at 6:00 PM

Mount Pleasant
On the second night of this two part course, topics will include proper portfolio construction, estate and long-term care planning. Please call or email for more details.

For more information about an upcoming event, fill out the form below.

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