Educational
Essential Retirement Strategies for a COVID Economy – July 28
Bermuda Run Country Club 324 Bermuda Run Drive, Bermuda Run, NC, United StatesDiscover what thousands of retirees and pre-retirees are doing right now to protect and preserve their assets and legacy. Important topics we will discuss include: The Stock Market and Economy: Learn where we believe both are headed in 2022 and what you should do to benefit regardless of the direction. Market Volatility: Strategies to help…
Essential Retirement Strategies for a COVID Economy – August 1
Five Points Public House 304 E Main St, Albemarle, NC, United StatesDiscover what thousands of retirees and pre-retirees are doing right now to protect and preserve their assets and legacy. Important topics we will discuss include: The Stock Market and Economy: Learn where we believe both are headed in 2022 and what you should do to benefit regardless of the direction. Market Volatility: Strategies to help…
Essential Retirement Strategies for a COVID Economy – August 2
Gary's Barbecue 620 US-29, China Grove, NC, United StatesDiscover what thousands of retirees and pre-retirees are doing right now to protect and preserve their assets and legacy. Important topics we will discuss include: The Stock Market and Economy: Learn where we believe both are headed in 2022 and what you should do to benefit regardless of the direction. Market Volatility: Strategies to help…
Essential Retirement Strategies for a COVID Economy – August 23
La Cava 329 S. Church St., Salisbury, NC, United StatesDiscover what thousands of retirees and pre-retirees are doing right now to protect and preserve their assets and legacy. Important topics we will discuss include: The Stock Market and Economy: Learn where we believe both are headed in 2022 and what you should do to benefit regardless of the direction. Market Volatility: Strategies to help…
Dinner Seminar – January 17
Cross Ties Restaurant and Catering 11 E Main St, Thomasville, NC, United StatesDo you have friends, colleagues, neighbors, or family members who are retired or retiring soon? Let us help them get their affairs in order. Having them attend one of our seminars is the best place to start. Clients who refer friends, colleagues, neighbors, or family members to this event will qualify to attend our popular…
Dinner Seminar – April 18
La Cava 329 S. Church St., Salisbury, NC, United StatesDo you have friends, colleagues, neighbors, or family members who are retired or retiring soon? Let us help them get their affairs in order. Having them attend one of our seminars is the best place to start. Clients who refer friends, colleagues, neighbors, or family members to this event will qualify to attend our popular…
Dinner Seminar – March 26
Five Points Public House 304 E Main St, Albemarle, NC, United StatesDiscover the benefits of enhanced planning. Learn how enhanced planning may help you: Transfer assets efficiently Reduce taxes Leave a legacy Preserve family harmony Wills. Trusts. Beneficiaries. These aren’t just for the ultra-rich. It’s a common misconception that only the wealthy need to bother with wills and trusts. The truth is, without careful planning, the…
Dinner Seminar – April 16
Bermuda Run Country Club 324 Bermuda Run Drive, Bermuda Run, NC, United StatesDiscover the benefits of enhanced planning. Learn how enhanced planning may help you: Transfer assets efficiently Reduce taxes Leave a legacy Preserve family harmony Wills. Trusts. Beneficiaries. These aren’t just for the ultra-rich. It’s a common misconception that only the wealthy need to bother with wills and trusts. The truth is, without careful planning, the…
Beneficiary Information Session
Bostian Retirement Planning Event Center 1410 N. Main St, salisbury, NC, United StatesYou are prepared, but are they? Come enjoy a delicious meal and bring your beneficiaries! Part of enhanced planning is making sure that everything you have planned is carried out the way you desire. This information session will help your chosen beneficiaries fulfill your wishes when the time comes. Call Mindy at 704-630-0899 with questions…
Enhanced Planning Seminar – July 18
Restaurant 101 101 N Main St, Mocksville, NC, United StatesDiscover the benefits of enhanced planning. Learn how enhanced planning may help you: • Transfer assets efficiently • Reduce taxes • Leave a legacy • Preserve family harmony Wills. Trusts. Beneficiaries. These aren’t just for the ultra-rich. It’s a common misconception that only the wealthy need to bother with wills and trusts. The truth is,…
Enhanced Planning Seminar – July 23
La Cava 329 S. Church St., Salisbury, NC, United StatesDiscover the benefits of enhanced planning. Learn how enhanced planning may help you: • Transfer assets efficiently • Reduce taxes • Leave a legacy • Preserve family harmony Wills. Trusts. Beneficiaries. These aren’t just for the ultra-rich. It’s a common misconception that only the wealthy need to bother with wills and trusts. The truth is,…
Enhanced Planning Seminar – July 29
La Cava 329 S. Church St., Salisbury, NC, United StatesDiscover the benefits of enhanced planning. Learn how enhanced planning may help you: • Transfer assets efficiently • Reduce taxes • Leave a legacy • Preserve family harmony Wills. Trusts. Beneficiaries. These aren’t just for the ultra-rich. It’s a common misconception that only the wealthy need to bother with wills and trusts. The truth is,…