We Can’t Wait To See You

Join Us For An Event

Click on an event for more information.

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 June–July 2026

  • There are no events scheduled during these dates.

Webinars

Events in June–July 2026

  • There are no events scheduled during these dates.

Fill out your information below to RSVP!

Interested In JP Financial Group?

Browse Our Services To See How We Can Help!

Retirement Income Modeling for Longer Lifespans

Financial Guidance for Divorce & Widowhood Transitions

Sudden Wealth & Equity Planning for Executive Women

Values-Based Investment Management in Charlotte

Tax-Efficient Retirement Withdrawal Strategies

Long-Term Care & Asset Protection Planning

Estate & Lifestyle Planning

Wealth Management