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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 April–May 2026
April 14, 2026 (1 event)
April 14, 2026Instructor: Joyce Palmer
Location: Pineville Library
505 Main Street, Suite 100, Pineville, NC 28134Know What You Can Do, So You Know What You Should Do!Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!- When your benefits may begin and how the age at which you apply will affect the amount you receive.
- How to maximize Social Security benefits and how to minimize taxes on them.
- Strategies to consider before deciding to apply for benefits.
- When it makes sense to delay benefits - and when it does not.
- How the wrong Social Security decision can cost you money.
- How your current employment will affect benefits.
- How cost-of-living adjustments (COLAs) impact benefits.
- What Medicare does and does not cover, and how to avoid costly gaps.
- The differences between Medicare Parts A, B, C & D, and what each one really means for you.
- What the “One Big Beautiful Bill” means for your Social Security and Medicare.
Webinars
Events in April–May 2026
- There are no events scheduled during these dates.
