7:00 pm: Webinar: Truth About Annuities

7:00 pm
February 24, 2026

A successful retirement strategy goes beyond saving – it’s about creating income that supports the lifestyle you want for the rest of your life. Yet when it comes to annuities, confusion is common. With so many types, features, pros and cons, it’s easy to feel unsure about how, or even if, they fit into your financial future.

Join us for a complimentary webinar where we’ll uncover the truth about annuities in simple, straightforward terms.

What You’ll Learn:

How annuities can help support a successful retirement plan and mitigate risk
The different types of annuities, including their features, benefits and limitations
Five common annuity misconceptions and the truth behind them

Whether you’re approaching retirement or already there, this workshop will empower you to make informed decisions.

March

6:30 pm: Maximizing Social Security Workshop

6:30 pm
March 10, 2026

Instructor: Joyce Palmer

Location: UNC Charlotte, Cone University Center - Room 112:
9025 University Rd, Charlotte, NC 28223

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.

Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!

CLICK HERE TO REGISTER

6:30 pm: Maximizing Social Security Workshop

6:30 pm
March 12, 2026

Instructor: Joyce Palmer

Location: UNC Charlotte, Cone University Center - Room 112:
9025 University Rd, Charlotte, NC 28223

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.

Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!

Mon	Tue	Wed	Thu	Fri	Sat	Sun
23	24 7:00 pm: Webinar: Truth About Annuities 7:00 pm: Webinar: Truth About Annuities 7:00 pm February 24, 2026 A successful retirement strategy goes beyond saving – it’s about creating income that supports the lifestyle you want for the rest of your life. Yet when it comes to annuities, confusion is common. With so many types, features, pros and cons, it’s easy to feel unsure about how, or even if, they fit into your financial future. Join us for a complimentary webinar where we’ll uncover the truth about annuities in simple, straightforward terms. What You’ll Learn: How annuities can help support a successful retirement plan and mitigate risk The different types of annuities, including their features, benefits and limitations Five common annuity misconceptions and the truth behind them Whether you’re approaching retirement or already there, this workshop will empower you to make informed decisions.	25	26	27	28	March 1
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9	10 6:30 pm: Maximizing Social Security Workshop 6:30 pm: Maximizing Social Security Workshop 6:30 pm March 10, 2026 Instructor: Joyce Palmer Location: UNC Charlotte, Cone University Center - Room 112: 9025 University Rd, Charlotte, NC 28223 For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000! CLICK HERE TO REGISTER	11	12 6:30 pm: Maximizing Social Security Workshop 6:30 pm: Maximizing Social Security Workshop 6:30 pm March 12, 2026 Instructor: Joyce Palmer Location: UNC Charlotte, Cone University Center - Room 112: 9025 University Rd, Charlotte, NC 28223 For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000! CLICK HERE TO REGISTER	13	14	15
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27	28	29	30	May 1	2	3

Events in March–April 2026

7:00 pm: Webinar: Truth About Annuities

March

6:30 pm: Maximizing Social Security Workshop

CLICK HERE TO REGISTER

6:30 pm: Maximizing Social Security Workshop

CLICK HERE TO REGISTER

April

May

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