Retirement Planning Workshops

Manny, George, and Renan hold educational workshops and classes throughout the Triangle. Our objective is to provide members of the community with the education they need to be able to retire with confidence. Our team is active in the community and proud donors to Hospice. If you'd like to join us at one of our next events, call us at 888-403-6929 or register for one of our upcoming classes below.

Maximizing Social Security (classroom)

Presented by The Retirement Education Academy

The difference between the best and worst claiming strategy could cost you in excess of $100,000. Find out everything you need to know to avoid making the wrong decision!

Reserve your seat today !

Your Dream Retirement (classroom)

Presented by The Retirement Education Academy

How do all of your assets work together to create the income you need to enjoy the lifestyle you want. Learn how you can develop and implement a highly effective retirement income plan.

Reserve your seat today !

Annuities 360 (dinner)

Presented by Olympic Golden Retirements

Thinking about buying an annuity? Find out everything you need to know about annuities so you can make the best decision and avoid possibly making an expensive and irreversible mistake!

Reserve your seat today !

Retirement Pitfalls (dinner)

Presented by Olympic Golden Retirements

Join us for a complimentary dinner event where you will learn some of the key threats to effective retirement planning and what you can do to mitigate or completely avoid  these threats!

Reserve your seat today !

We host educational events for you and your guest to attend throughout the year. All you need to do is register. Please see our schedule and register for the date and location that works best for you.

Our dinner events, classroom workshops, speaking engagements and presentations provide an opportunity for you to receive additional financial information about the topics that are of most concern to retirees and those about to retire.. Please take the opportunity at these events to request a private Strategy Session that we will schedule at your convenience.

Already Been to one of our Educational Dinner Events?

If you are an existing client, you are always welcome to come to any of our dinner events and encourage you to bring a friend who you think might get some value from their time with us.

If you haven't yet become a client, we encourage you to attend attend one of the other classes  and encourage you to call our office and schedule a Strategy Session with us regarding your unique retirement needs.

If you are a Financial Advisor please do not register for this event unless you need our assistance with your retirement planning.

Make sure you check back at the beginning of each month for updated registration information!