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 Brandon volunteers regularly as a guest speaker for American Retirement Institute to provide education and retirement planning guidelines. We love hosting these fun and exciting events around town because they help those near and in retirement plan towards the financial independence they deserve.

We also hold regular events to celebrate our clients, including sunset cruises, golf outings, painting workshops, wine-tasting, movie premiers, and more!

Trump's Tax Plan - Help or Hindrance

Monday, February 3rd at 6pm

Mt. Pleasant
This complimentary educational course will cover how Trump's tax plan will affect taxes in retirement. For additional information or to register for this course, please contact the office!

Baby Boomer Basics

Tuesday, March 3rd at 11am

Mt. Pleasant
This complimentary educational course is designed to help retirees and pre-retirees for life after work. We will cover the state of the economy, debt & taxes, general investing, social security, and more. For additional information or to register for this course, please contact the office!

Baby Boomer Basics

Tuesday, March 24th at 6pm

Summerville
This complimentary educational course is designed to help retirees and pre-retirees for life after work. We will cover the state of the economy, debt & taxes, general investing, social security, and more. For additional information or to register for this course, please contact the office!

Baby Boomer Basics

Tuesday, April 14th at 6pm

James Island
This complimentary educational course is designed to help retirees and pre-retirees for life after work. We will cover the state of the economy, debt & taxes, general investing, social security, and more. For additional information or to register for this course, please contact the office!

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

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