Seminars & Events
June 20, 2019
6:30p - 8:00p
Town of Cary Senior Center
Financial Life Planning for Retirement
This is a 1.5 hour class taught during one evening session.
June 25, 2019
5:45p - 7:00p
Carolina Country Club
Mid-Year Economic Summit 2019
A special workshop for our clients and their guests.
September 19, 2019
6:30p - 8:00p
Town of Cary Senior Center
Financial Life Planning for Retirement
This is a 1.5 hour class taught during one evening session.
October 15 - October 22, 2019
6:30p - 9:30p
Sanderson High School
Financial Life Planning - Session A
Discover strategies to enrich your life in retirement. Build financial foundations you can take home and apply. This exciting knowledge will help you define and achieve your goals.
November 12 - November 19, 2019
6:00p - 9:00p
Sanderson High School
Financial Life Planning - Session B
Discover strategies to enrich your life in retirement. Build financial foundations you can take home and apply. This exciting knowledge will help you define and achieve your goals.