Events

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Planning for retirement isn't just about saving — it's about creating a strategy to generate reliable income, minimize taxes, and protect what you've worked so hard for. Whether you're approaching retirement or already enjoying it, the right plan can help you reduce uncertainty and create lasting peace of mind.

Topics of Discussion

How to create reliable retirement income you can't outlive.
Understanding Social Security and strategies to maximize your benefits.
Protecting your savings from inflation, taxes, and market volatility.
How to reduce unnecessary taxes in retirement.
Coordinating retirement accounts, investments, and healthcare planning.
Estate and legacy considerations as part of your overall retirement plan.

To reserve your spot at an upcoming event, please call us at
(800) 689-3935.

September

Belmont, NC

Sep 8^th @ 10:30 PM

Wellness in Retirement

Drift on Lake Wylie

315-M Lanyard Lane
Belmont, NC 28012

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Mooresville, NC

Sep 9^th @ 10:30 PM

Wellness in Retirement

On The Nines Bistro

205 Golf Course Drive
Mooresville, NC 28115

Chaz Hammond

Chaz HammondFinancial Advisor

Charlotte, NC

Sep 9^th @ 10:30 PM

Wellness in Retirement

Napa Bistro & Wine Bar - Stonecrest

7708 Rea Road
Charlotte, NC 28227

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Greenville, SC

Sep 10^th @ 10:30 PM

Taxes & Retirement

Greenville Tech - Primsa Health Center for Health & Life Sciences

506 S. Pleasantburg Drive
Building #101 Multipurpose Room
Greenville, SC 29607

Marcel Kelley

Marcel KelleySenior Financial Advisor

Waxhaw, NC

Sep 10^th @ 10:30 PM

Wellness in Retirement

Emmet's Social Table

401 E South Main St.
Waxhaw, NC 28173

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Greenville, SC

Sep 15^th @ 10:30 PM

Taxes & Retirement

Halls Chophouse

550 S Main Street
Greenville, SC 29601

Marcel Kelley

Marcel KelleySenior Financial Advisor

Mint Hill, NC

Sep 15^th @ 10:30 PM

Estate Planning Simplified

Mint Hill Community Center

11524 Bain School Road
Classroom C - Room 304
Mint Hill, NC 28227

Mark Henry

Mark HenryFounder/CEO

Sherrills Ford, NC

Sep 15^th @ 10:30 PM

Wellness in Retirement

Lineberger's Cattle Company Steakhouse & Saloon

6747 North Carolina 150
Sherrills Ford, NC 28673

Chaz Hammond

Chaz HammondFinancial Advisor

Greenville, SC

Sep 17^th @ 10:30 PM

Taxes & Retirement

Greenville Tech - Primsa Health Center for Health & Life Sciences

506 S. Pleasantburg Drive
Building #101 Multipurpose Room
Greenville, SC 29607

Marcel Kelley

Marcel KelleySenior Financial Advisor

Greenville, SC

Sep 22^nd @ 10:30 PM

Taxes & Retirement

Greenville Tech - Primsa Health Center for Health & Life Sciences

506 S. Pleasantburg Drive
Building #101 Multipurpose Room
Greenville, SC 29607

Marcel Kelley

Marcel KelleySenior Financial Advisor

Fort Mill, SC

Sep 23^rd @ 10:30 PM

Wellness in Retirement

Epic Chophouse

1365 Broadcloth Street Suite 101
Fort Mill, SC 29715

Mark Henry

Mark HenryFounder/CEO

Greenville, SC

Sep 24^th @ 10:30 PM

Taxes & Retirement

Ruth's Chris Steakhouse

Crowne Plaza Hotel
851-A Congaree Road
Greenville, SC 29607

Marcel Kelley

Marcel KelleySenior Financial Advisor

Cornelius, NC

Sep 30^th @ 10:30 PM

Wellness in Retirement

LakeHouse Wine Bar & Grill

18665 Harborside Dr.
Cornelius, NC 28031

Chaz Hammond

Chaz HammondFinancial Advisor

October

Mooresville, NC

Oct 7^th @ 10:30 PM

Estate Planning Simplified

Charles Mack Citizen Center

215 N Main Street
Moore Room
Mooresville, NC 28115

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Albemarle, NC

Oct 7^th @ 10:30 PM

Wellness in Retirement

Five Points Public House

304 E Main St.
Albemarle, NC 28001

Mark Henry

Mark HenryFounder/CEO

Fort Mill, SC

Oct 8^th @ 10:30 PM

Wellness in Retirement

Fish Market Bar & Grill

990 Market St.
Fort Mill, SC

Mark Henry

Mark HenryFounder/CEO

Charlotte, NC

Oct 12^th @ 10:30 PM

Wellness in Retirement

Del Frisco's Double Eagle Steakhouse

4527 Piedmont Row Dr. Suite 170
Charlotte, NC 28210

Mark Henry

Mark HenryFounder/CEO

Charlotte, NC

Oct 14^th @ 10:30 PM

Wellness in Retirement

The Porter's House

7417 Waverly Walk Ave
Charlotte, NC 28277

Jonathan Kirk

Jonathan KirkSenior Financial Advisor

Belmont, NC

Oct 15^th @ 10:30 PM

Wellness in Retirement

Drift on Lake Wylie

315-M Lanyard Lane
Belmont, NC 28012

Mark Henry

Mark HenryFounder/CEO

Greenville, SC

Oct 27^th @ 10:30 PM

Taxes & Retirement

Ruth's Chris Steakhouse

Crowne Plaza Hotel
851-A Congaree Road
Greenville, SC 29607

Kristin Oakley

Hosted By

Kristin OakleyFinancial Educator

Locust, NC

Oct 28^th @ 10:30 PM

Wellness in Retirement

The Local Room

215 S Central Ave.
Locust, NC 28097

Mark Henry

Mark HenryFounder/CEO