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Join Us For An Event
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For the past 40 years, we have been committed to making a positive difference in our clients’ lives. Most people don’t have the time, energy or desire to learn about the things that make a drastic difference for their financial future.
Please join your instructor, Joyce Palmer, for an upcoming educational event. Using her vast knowledge of financial planning, she has designed this course to give you the important information you need to properly prepare for your retirement.
Live Events
Events in May–June 2026
May 20, 2026 (1 event)
May 20, 2026When: Wednesday, May 20th – Evening Workshop - Start time: 6:00 PM
Where: Mountain Island Library Community Room 4420 Hoyt Galvin Way Charlotte, NC 28214
You'll learn the fundamental working knowledge that can help guide a successful retirement. You will gain access to tools, insights, and strategies that will help you understand 5 risks to retirement income and the strategies to mitigate those risks. At the end of this course, you will be able to take specific action steps that will lead you to your ideal retirement.
By the end of this course, you should be able to:
- Discover which retirement concerns you identify with
- Understand how to protect the income for what you need in retirement
- Identify 5 risks to protected income
- Translate potential retirement risks into retirement planning strategies
- Implement action steps towards protected income
We’ll be providing light breakfast refreshments, including breakfast sandwiches from Panera Bread.
Register Here
May 30, 2026 (1 event)
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May 30, 2026Location:
5821 Fairview Road (Office Parking Lot)
Charlotte, NC 28209Free Shred It & Protect It Event.
Live DJ & Food. Documents shredded on the spot!
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Properly dispose of personal documents to safeguard and protect your personal information and prevent identity theft!
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Fast, secure, and confidential shredding
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Free event open to the community
Donations will be accepted online and at the event.
Register using the form on this page.
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Webinars
Events in May–June 2026
- There are no events scheduled during these dates.
