Retire Brilliantly
Upcoming Workshops and Events
Estate Planning & Retirement Workshop
Date and time is TBD
|South Park Regional Library
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
Date and time is TBD
South Park Regional Library, 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