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
More events are on the way! Check back soon for more information.
Past Events
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