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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 November–December 2025

  • November 5, 2025 (1 event)


    November 5, 2025

    Location: 5821 Fairview Rd Floor G Room G15, Charlotte NC 28209

  • November 8, 2025 (1 event)


    November 8, 2025

    Location: 5821 Fairview Rd Floor G Room G15, Charlotte NC 28209

  • November 15, 2025 (1 event)

    N/A
    November 15, 2025

    Location: 5821 Fairview Rd, Charlotte NC  28209

    Parking Lot

  • November 18, 2025 (1 event)


    November 18, 2025

    Location: 5821 Fairview Rd Floor G Room G15, Charlotte NC 28209

  • November 22, 2025 (1 event)


    November 22, 2025

    Location: 5821 Fairview Rd Floor G Room G15, Charlotte NC 28209

Webinars

Events in November–December 2025

  • There are no events scheduled during these dates.

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Browse Our Services To See How We Can Help!

Lifetime Cash Flow Modeling

Divorce & Widowhood Preparedness

Executive Women & Sudden Wealth Planning

Investment & Money Management

Tax-Smart Planning

Protection & Long-Term Care Planning

Estate & Lifestyle Planning

Wealth Management