Broker Check

Events

Upcoming Events

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

Past Events

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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