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Workshops and Client Events

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.