Upcoming Events

Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us for an informative workshop to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Event Details
Courtyard Marriott
1600 Westbrook Plaza, Winston Salem, NC 27103


Event Options:
– Tuesday, January 24 at 6:00 p.m.
​– Thursday, January 26 at 6:00 p.m.

RSVP NOW!