FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.


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

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

Past Events

January 6, 2021

9:00a - 9:45a


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


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

Event Registration

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