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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

February 21, 2024

1:00p - 2:00p

zoom

Maximizing Your Social Security Benefits

We would like to invite you to our upcoming webinar on Social Security, where you'll gain valuable insights on optimizing your benefits. During this webinar, you'll learn key strategies and essential tips to make the most out of your Social Security benefits. Whether you are approaching retirement or planning for the future, our expert speakers will cover crucial information to help you navigate the complexities of the Social Security system. As your financial advisor, I can provide personalized insights ensuring that your Social Security decisions align seamlessly with your overall financial plan. Don't miss this opportunity to gain valuable knowledge that can significantly impact your financial future. The webinar is free to attend, and a Q&A session will follow the presentation for any specific questions you may have. Feel free to share this invitation with friends and family who may also benefit from this valuable information.

September 14, 2023

2:00p - 4:00p

Woman's Club of Raleigh

"Breached"- Protect Yourself from Identity Theft Seminar

We hope you can join us for an important seminar on Identity Theft. Did you know? • You are 8 times more likely to be a victim of identity theft than any other crime • Identity theft has tripled since the start of COVID-19 • You will come away with at least 10 recommendations as to what you can do to protect against identity theft Our guest speaker will be Tim Cintolo from Prudential.

July 26, 2022

5:00p - 6:00p

Zoom Webinar

Webinar 7/26: Share Your Love- Importance of Estate Planning

Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. The Share Your Love webinar is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests.

July 12, 2022

12:00p - 1:00p

Zoom Webinar

Webinar 7/12: Share Your Love- Importance of Estate Planning

Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. The Share Your Love webinar is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests.

Event Registration