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Upcoming Classes

All classes are postponed until further notice.

Upcoming EVENTS

City Club Luncheons:

Info:

Different topics are discussed at each luncheon event. Space is very limited and you MUST call 910.815.3100 to RSVP and receive a confirmation letter to attend.
Dates:
Thursdays:
2/20/20
4/16/20
6/11/20
8/13/20
10/8/20
12/3/20

Your Taxes & Retirement:

Info:

If you’ve retired or are nearing retirement and want to learn how to potentially avoid losing part of your IRA or 401k to the IRS in taxes, we invite you to attend this event!

At this “Your Retirement & Taxes” event, you’ll learn how to turn your IRA or 401k into a tax-friendly account, how to reduce or eliminate unnecessary taxes and even how to potentially enjoy a tax-free retirement.

We are waiving the registration fee if you sign up here, but seating is limited!

Locations & Dates:

Brunswick Community College – Leland Center

2045 Enterprise Dr NE, Leland, NC 28451

Room 206
Saturday: 2/15/20 10:30am – 12noon
Saturday: 5/9/20 10:30am – 12noon
Saturday: 10/3/20 10:30am – 12noon

UNCW – CIE Building:

803 S College Road, Suite G, Wilmington, NC 28403
Monday: 1/13/20 6:30pm – 8pm
Saturday: 1/18/20 10:30am – 12noon
Wednesday: 3/11/20 6:30pm – 8pm
Saturday: 3/14/20 10:30am – 12noon
Saturday: 8/29/20 10:30am – 12noon
Tuesday: 9/1/20 6:30pm – 8pm

Brunswick Community College – Main Campus
50 College Road, Bolivia, NC, 28422
Building, B – Room B-106
Wednesday: 2/12/20 6:30pm – 8pm
Monday: 5/4/20 6:30pm – 8pm
Thursday: 10/1/20 6:30pm – 8pm

Full Retirement Planning Course

Info:

If you’re ready to re-think your retirement, we’d love for you to join us at our full retirement program when we’ll present “Retirement Planning in Today’s Economy.”

Are you missing opportunities for an even better retirement?

Please join us for our full retirement programs.

Some of the topics covered are:

Income Planning, Investments, Taxes, Health Care and Wills & Trusts!

Each class is a total of 6 hours. Saturday programs are all day and break for 1.5 hour lunch. Weekday programs are over 2 nights, with 3 hours each night.

Locations & Dates:

Brunswick Community College – Leland Center
Brunswick Community College – Leland Center
2045 Enterprise Dr NE, Leland, NC 28451

Room 209
Saturday: 2/29/20 9:00am – 4:30pm – with a 1.5 hour lunch break at 12noon
Saturday: 5/16/20 9:00am – 4:30pm – with a 1.5 hour lunch break at 12noon
Saturday: 10/17/20 9:00am – 4:30pm – with a 1.5 hour lunch break at 12noon

UNCW – CIE Building:

803 S College Road, Suite G, Wilmington, NC 28403
Over 2-Monday Evenings: 1/27/20 & 2/3/20 6:30pm – 9:30pm (2-night class)
Saturday: 2/1/20 9:00am – 4:30pm – with a 1.5 hour lunch break at 12noon
Over 2-Wednesday Evenings: 3/25/20 & 4/1/20 6:30pm – 9:30pm (2-night class)
Saturday: 3/21/20 9:00am – 4:30pm – with a 1.5 hour lunch break at 12noon
Saturday: 9/12/20 9:00am – 4:30pm with a 1.5 hour lunch break at 12noon
Over 2-Tuesday Evenings: 9/15/20 & 9/22/20 5:30pm – 9:30pm (2-night class)

Brunswick Community College – Main Campus
50 College Road, Bolivia, NC, 28422
Building, B – Room B-106
Over 2-Wednesday Evenings: 2/26/20 and 3/4/20 6:30pm – 9:30pm (2-night class)
Over 2-Monday Evenings: 5/11/20 and 5/18/20 6:30pm – 9:30pm (2-night class)
Over 2 Thursday Evenings: 10/15/20 and 10/22/20 6:30pm – 9:30pm (2-night class)
Register

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CONTACT US

 

910-815-3100

info@carolinarp.com

 

OUR LOCATION

620 Market Street
Wilmington, NC 28401

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Carolina Retirement Planners, LLC, Retirement Planning Service, Wilmington, NC

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Carolina Retirement Planners are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The firm is not affiliated with the US government or any governmental agency.

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