Workshops

Our workshops focus on common financial concerns that individuals and families face in retirement including things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

 

Attend one of our workshops to learn how addressing these concerns

can help you feel more confident about the days ahead.

UPCOMING WORKSHOPS:

Retirement Planning Dinner Event at Fleming’s, Raleigh
October 29th 2026 @ 6:30 pm
4325 Glenwood Ave, Suite 5004, Raleigh, NC 27612
Retirement Planning Dinner Event at Dancing Bear
December 8th 2026 @ 6:30 pm
7140 E. Lamar Alexander Pkwy, Townsend, TN 37882