Events
Register today for our pre-retirement and post-retirement personal financial education courses conducted at schools and universities across our area.
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call at 910-754-6921. We’ll be happy to add you to our guest list.
Upcoming Events
April 22, 2021
9:00a - 12:30p
Brunswick Community College - Main Campus
Stimulate Your Retirement Class at Brunswick Community College
-3 years, 3 sweeping tax changes -New Biden tax proposals and how it could impact your family -SLASH your tax bill 50% with two tips many don't know about -3 simple tax free strategies the wealthy use, but may fit anyone -Strategies to stretch your savings and minimize tax -2021 IRA rules, new SECURE and CARES Act -Change taxable IRA to tax free ROTH
April 22, 2021
2:00p - 5:30p
Brunswick Community College - Main Campus
Stimulate Your Retirement Class at Brunswick Community College (copy)
-3 years, 3 sweeping tax changes -New Biden tax proposals and how it could impact your family -SLASH your tax bill 50% with two tips many don't know about -3 simple tax free strategies the wealthy use, but may fit anyone -Strategies to stretch your savings and minimize tax -2021 IRA rules, new SECURE and CARES Act -Change taxable IRA to tax free ROTH
May 19, 2021
1:00p - 2:00p
Brendan Hall at St. Brendan The Navigator Catholic Church
Taxes & Retirement
Tax and Retirement Strategies to Help with Financial Peace.
Past Events
February 17, 2021
9:00a - 10:00a
Live Webinar
Investing for the Above Average Investor
Investing for the Above Average Investor. Are you one?
January 28, 2021
3:00p - 4:00p
Live Webinar
Estate Planning Essentials with Guest Attorney Juliet Casper
Estate Planning Essentials with Special Guest Attorney Juliet Casper
January 6, 2021
9:00a - 9:45a
Webinar
The Silent Stalker - Long Term Care - Exclusive Webinar
The Silent Stalker - Long Term Care - Exclusive Webinar
October 14, 2020
9:00a - 9:45a
Live Webinar
Taxes, the Election and Your Retirement - Free Educational Webinar
40 Minutes of Value, Free Educational Webinar
September 15, 2020
9:00a - 9:45a
virtual
August 20, 2020
9:00a - 10:00a
Live Webinar
Long Term Care - The Silent Stalker - Live Webinar
Long-term care - How to plan for it, how to pay for it! - What are the options if I need long-term care? - What is the risk that I might need long-term care? - What are the current and projected costs of care? - How do I pay for long term care? - What action should I consider now? Invite friends, loved ones, beneficiaries.
July 15, 2020
4:00p - 4:45p
Live Zoom Meeting
Estate Planning Essentials
Estate Planning Essentials with special guest attorney Juliet Casper
January 8, 2020
1:00p - 2:30p
Saint Brendan the Navigator Church
Retirement & Estate Planning Essentials
Join us with special guest speaker, Attorney Juliet Casper
December 4, 2019
3:00p - 5:00p
The Brunswick Center at Shallotte (Senior Center in Shallotte)
Year End Tax and Retirement Tips
Learn important tax and retirement tips with Special Guest Speaker Phyllis McCoy, Elph's Accounting.
November 15, 2018
11:00a - 12:30p
Brunswick Community College
Tax & Retirement Strategies
Tax & Retirement Strategies
October 4 - October 16, 2018
1:00p - 3:00p
Shallotte Senior Resource Center
Rejuvenate Your Retirement
An Educational Course for Retirees Age 64 to 75