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
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