Attend Our Workshops
Call 910.616.6701 to register for an upcoming course.
Our Events
Taxation in Retirement
Offered through the Prepare Institute, a nonprofit organization, this course focuses on strategies to help minimize the high impact of taxation over your lifetime. This class is designed to help current and future retirees learn ways to:
Leverage the SECURE and the CARES Acts to help maximize tax savings
Help avoid a 50% penalty tax on forced distributions (common advisor mistake)
Build a tax-free retirement
Help minimize the taxation on Social Security benefits
Properly diversify tax risk and optimize retirement spending power
Develop legacy planning techniques to help lessen or eliminate taxes on wealth transfers
Use more tax-efficient gifting strategies
Educational Retirement Course
Offered through the Prepare Institute, a nonprofit organization, this course examines how today’s retirement world is different from the past. This course is designed to help prepare individuals and/or couples who are retired or will be retiring in the next 10 years for today’s global and ever-changing financial world by addressing:
Tax-Efficient Strategies
SECURE Act and CARES Act
Income Planning
Social Security
Wealth Management
Health Care and Insurance
Legacy Strategies
Event Locations
UNCW
803 S College Road, Suite G
Wilmington, NC 28403Brunswick Community College –
Main CampusRoom B-106
50 College Road NE
Bolivia, NC, 28422Brunswick Community College – Leland Center
Room 208/209
2045 Enterprise Blvd
Leland, NC 28451
Watch Us On Youtube
Visit our YouTube channel to view dozens of educational videos, reruns of our Happy Half Hour events and even scenes from some of our events.
