Workshops and Client Events

Third Annual Red Cap Jazz Concert

GCG Wealth Management would like to invite you to our 3rd Annual Red Cap Holiday Jazz Concert. Join us as we celebrate and support the Ronald McDonald House of Charlotte & Jazz Arts Initiative of Charlotte on Thursday, November 30, 7:30pm at Booth Playhouse. Admission is $30.00. Please RSVP to 704-688-0653.

Booth Playhouse


RSVP to 704-688-0653

Taxes in Retirement Workshop

Join us at Wingate University Ballantyne on Thursday, June 29th, from 6:30pm-8:00pm for an informational seminar on how to minimize taxes, and optimize your financial resources in retirement. In the workshop, you will learn a basic overview of the tax rules as they apply today, identify misconceptions and discuss some possible tools and strategies available to retirees to help address taxes in retirement.

6:30pm - 8:00pm
Wingate University Ballantyne



Social Security Workshop

Deciding when you or your spouse will start retirement or begin taking Social Security benefits can have a tremendous impact on the total amount of benefits you stand to receive over a lifetime. Yet many retirees (and those nearing retirement) do not understand how their Social Security benefits really work, or realize the options available to them.