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Seminars & Events

Upcoming Events

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

Past Events

November 28, 2023

1:00p - 2:00p

Webinar Details to Follow

401k ERISA Update Webinar

Pertinent Information for the Plan Sponsor of Retirement Plans. Student Loan Matching Programs. Self-Correction of Retirement Plan Errors. ´╗┐Earn HRCI and SHRM CE credits. This session is pre-approved!

November 2, 2023

6:00p - 8:00p

Carolina Country Club

November 2 In-Person Event - 2023 Year-End Planning Dinner

Tax and investment planning ideas to wrap-up 2023 and begin planning for 2024. You are encouraged to bring a friend, but attendance is limited so please register with us in advance.

October 30, 2023

6:30p - 9:30p

Anne Gordon Center for Active Adults

Anne Gordon Center for Active Adults: Retirement Planning Today - Second Session Option B

In Retirement Planning Today®, you’ll learn exactly how to plan for retirement, organize your finances and develop a personalized plan that empowers you to reach your long-term goals. Prepare for the future by discovering how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

October 26, 2023

6:30p - 9:30p

Anne Gordon Center for Active Adults

Anne Gordon Center for Active Adults: Retirement Planning Today - Second Session Option A

In Retirement Planning Today®, you’ll learn exactly how to plan for retirement, organize your finances and develop a personalized plan that empowers you to reach your long-term goals. Prepare for the future by discovering how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

October 23, 2023

6:30p - 9:30p

Anne Gordon Center for Active Adults

Anne Gordon Center for Active Adults: Retirement Planning Today - First Session Option B

In Retirement Planning Today®, you’ll learn exactly how to plan for retirement, organize your finances and develop a personalized plan that empowers you to reach your long-term goals. Prepare for the future by discovering how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

October 20, 2023

9:30a - 10:30a

Cary Senior Center

Cary Senior Center: Planning for Lifetime Income in Retirement

Will your income outlive you or will you outlive your income? A refreshing course on retirement income to last a lifetime without annuities. Presented by Gray Pendleton, CFP®

October 19, 2023

6:30p - 9:30p

Anne Gordon Center for Active Adults

Anne Gordon Center for Active Adults: Retirement Planning Today - First Session Option A

In Retirement Planning Today®, you’ll learn exactly how to plan for retirement, organize your finances and develop a personalized plan that empowers you to reach your long-term goals. Prepare for the future by discovering how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

September 26, 2023

1:00p - 4:00p

Five Points Center for Active Adults

Five Points Center for Active Adults: Strategies for a Successful Retirement

While financial news can be found almost anywhere, it can be challenging to interpret it accurately and apply it effectively to your retirement planning. This course provides comprehensive, reliable, and unbiased information that will save you time and enable you to make informed decisions that are tailored to your unique situation. When it comes to such important topics as retirement planning, it's essential to learn from a trustworthy and knowledgeable source to ensure that you have the best chance of success.

September 19, 2023

1:00p - 4:00p

Five Points Center for Active Adults

Five Points Center for Active Adults: Strategies for a Successful Retirement

While financial news can be found almost anywhere, it can be challenging to interpret it accurately and apply it effectively to your retirement planning. This course provides comprehensive, reliable, and unbiased information that will save you time and enable you to make informed decisions that are tailored to your unique situation. When it comes to such important topics as retirement planning, it's essential to learn from a trustworthy and knowledgeable source to ensure that you have the best chance of success.

August 31, 2023

9:30a - 11:00a

Cary Senior Center

Cary Senior Center: Death & Divorce After 50

Life is not the same after surviving a death or divorce. In this class we focus on special considerations for those going through these events after age 50. There are many planning similarities for both events as you begin to navigate your new life, including Social Security, estate planning, and retirement planning. Presented by Gray Pendleton, CFP®

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