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

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

Event Registration


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