Retire Brilliantly
Upcoming Workshops and Events
Estate Planning & Retirement Workshop
Thu, Feb 20
|Charlotte
Are taxes, market downturns, and estate planning uncertainties making you question your retirement strategy? You’re not alone. According to Forbes, 75% of Americans lack a solid retirement plan. Do you have a strategy to secure your financial future?
Time & Location
Feb 20, 2025, 2:00 PM – 2:30 PM
Charlotte, 7015 Carnegie Blvd, Charlotte, NC 28211, USA
About the event
Get professional guidance on tax planning strategy, estate planning (will vs. trust), and market volatility.
What You’ll Learn:
• Strategies to potentially reduce taxes in retirement, including Social Security
• Essential estate planning tips to protect your assets and ensure your legacy
• How to manage market volatility and inflation to secure your financial future
• Our retirement income guardrail system to ensure you never run out