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Events

Upcoming Events

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

Past Events

Savvy Social Security Planning

January 31, 2024

7:00p - 8:00p Eastern Standard Time

Webinar

Everyone needs a personalized Social Security claiming analysis to understand when to apply and how their monthly benefit wiII fit into their overall retirement income plan! Join us at our FREE educational webinar on Jan. 31 to learn more

Medicare education November 2023

November 8, 2023

11:00a - 1:00p Eastern Standard Time

Golden Corral

Medicare Seminar

October 10, 2023

11:00a - 12:00p Eastern Standard Time

Medicare Seminar

IRA Savvy in Brunswick County

June 15, 2023

6:30p - 8:30p Eastern Standard Time

Town Creek District Community Building

Join us at a FREE educational seminar titled "Savvy IRA Planning,” June 15 at 6:30 p.m. in Brunswick County to look at the key concepts every person must consider when making IRA Planning decisions.

IRA SAVVY IN WILMINGTON

June 13, 2023

6:30p - 8:30p Eastern Standard Time

University of North Carolina Wilmington

Join us at a FREE educational seminar titled "Savvy IRA Planning,” June 13 at 6:30 p.m. at UNCW Wilmington, to look at the key concepts everyone must consider when making IRA Planning decisions.

Are you IRA Savvy?

April 20, 2023

12:00p - 1:00p Eastern Standard Time

Online

Join us online to look at the key concepts every client must consider when making IRA Planning decisions, including: • What is an IRA? • Who is eligible to contribute to a traditional IRA? • Traditional IRA contributions • How IRA withdrawals are taxed • Other potential “side effects” of IRA distributions • Roth IRA contributions • Roth IRA conversions • Tax-advantaged Roth IRA qualified distributions • Other Roth IRA distributions • What investments are allowed within an IRA? • Benefits of tax-deferred growth • Retirement assets held in employer-sponsored retirement plans • Moving retirement account money

Event Registration

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