February

10:00 am: Principles of Retirement Planning Event

10:00 am
February 7, 2026

When: Saturday, January 24th – Morning Workshop - Start time: 10:00 AM

Where: Location: JP Financial Group Office Classroom 5821 Fairview Road, Floor G (Classroom) Charlotte 28209

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.

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
26	27	28	29	30	31	February 1
2	3	4	5	6	7 10:00 am: Principles of Retirement Planning Event 10:00 am: Principles of Retirement Planning Event 10:00 am February 7, 2026 When: Saturday, January 24th – Morning Workshop - Start time: 10:00 AM Where: Location: JP Financial Group Office Classroom 5821 Fairview Road, Floor G (Classroom) Charlotte 28209 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.	8
9	10	11	12	13	14	15
16	17	18	19	20	21	22
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
2	3	4	5	6	7	8
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
16	17	18	19	20	21	22
23	24	25	26	27	28	29
30	31	April 1	2	3	4	5

Events in February–March 2026

February

10:00 am: Principles of Retirement Planning Event

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

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