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Upcoming Classes

Smart Women, Smart Retirement:

Dates:

Thursday, September 5th 5:30pm

Wednesday, September 11th 5:30pm

Location:

City Club of Wilmington

Info:

This is a champagne cocktail dinner for Women ONLY!

Space is very limiter and your must RSVP to receive a confirmation letter to attend.

Join us and discover strategies to help you live & finish rich!

Based on the time-tested ideas and principles on 'Smart Women Finish Rich®’ by 9-time New Your Times best-selling author, David Bach!

What you’ll Learn:

How to align your money with what matters to you most (note"Retirement is supposed to be about far more than just finances!)

What you need to do to make sure you and your family are prepared if something should happen to you or your spouse.

Why millions of informed women who have lived in financial fear have come to realize their best days are actually ahead.

Discover the good news for women facing and enjoying retirement.

3 simple moves you can make to help take control of your financial future before and during retirement.

And much more...

In small print: This presentation is designed to provide general information on the subjects covered. Please note that Carolina Retirement Planners and its representatives do not give legal or tax advice. You are encouraged to consult your own tax advisor or attorney. All investing involves risk, including the potential loss of principal. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Carolina Retirement Planners are not affiliated companies. Carolina Retirement Planners is not affiliated with the US government or any governmental agency. Neither the firm nor its agents or representatives may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 00234328

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 class!

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, October 5th 10:30am

 

UNCW - CIE Building:

803 S College Road, Suite G, Wilmington, NC 28403

Saturday, September 14th 10:30am

Tuesday, September 17th 6:30pm

 

Brunswick Community College - Main Campus

50 College Road, Bolivia, NC, 28422

Building, B - Room B-106

Monday, October 7th 6:30pm

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

2045 Enterprise Dr NE, Leland, NC 28451

Room 206

Saturday, August 24th 9am

Saturday, October 26th 9am

 

UNCW - CIE Building:

803 S College Road, Suite G, Wilmington, NC 28403

Saturday, September 28th 9am

Tuesdays, October 1st & 8th (2-nights) 6:30pm

 

Brunswick Community College - Main Campus

50 College Road, Bolivia, NC, 28422

Building, B - Room B-106

Mondays, August 12th & 19th (2-nights) 6:30pm

Mondays, October 21st & 28th (2-nights) 6:30pm

City Club Luncheon:

Info:

Recent Development & Trends in Estate Planning

Space is very limiter and your must RSVP to receive a confirmation letter to attend.

Attorney Dick Horgan will discuss a number of significant estate planning developments that can help you insure your estate plan is flexible enough to roll with the upcoming changes.

Thursday, August 29th 11:15am

Smart Women, Smart Retirement

Smart Women, Smart Retirement: Dates: Thursday, September 5th 5:30pm Wednesday, September 11th 5:30pm Thursday, September 26th 5:30pm Wednesday, October 3rd 5:30pm Location: City Club of Wilmington Info: This is a champagne cocktail dinner for Women ONLY! Space is very limiter and your must RSVP to receive a confirmation letter to attend. Join us and discover strategies to help you live & finish rich! Based on the time-tested ideas and principles on ‘Smart Women Finish Rich®’ by 9-time New Your Times best-selling author, David Bach! What you’ll Learn: How to align your money with what matters to you most (note”Retirement is supposed to be about far more than just finances!) What you need to do to make sure you and your…

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Retirement Planning in Today’s Economy

Brunswick Community College: Main Campus It’s Never Too Late To Start Planning Your Retirement ~ There’s Still Time To Make A Difference! Planning for retirement can be overwhelming. We make the process simple and show you how to avoid common, often costly, mistakes. This complimentary event has been tailored to provide you with the insight you need to avoid potential pitfalls when planning for retirement. You’ll also gain access to strategies you could use to make strides in the right direction. Gain the right knowledge today to create a well-planned retirement for tomorrow. Come meet our professional advisors and leave with the confidence to build a rewarding retirement. We limit our event attendance. This makes it easier for you to…

Read More

Retirement Planning in Today’s Economy

Brunswick Community College: Main Campus It’s Never Too Late To Start Planning Your Retirement ~ There’s Still Time To Make A Difference! Planning for retirement can be overwhelming. We make the process simple and show you how to avoid common, often costly, mistakes. This complimentary event has been tailored to provide you with the insight you need to avoid potential pitfalls when planning for retirement. You’ll also gain access to strategies you could use to make strides in the right direction. Gain the right knowledge today to create a well-planned retirement for tomorrow. Come meet our professional advisors and leave with the confidence to build a rewarding retirement. We limit our event attendance. This makes it easier for you to…

Read More

Retirement Planning in Today’s Economy

Brunswick Community College: Main Campus It’s Never Too Late To Start Planning Your Retirement ~ There’s Still Time To Make A Difference! Planning for retirement can be overwhelming. We make the process simple and show you how to avoid common, often costly, mistakes. This complimentary event has been tailored to provide you with the insight you need to avoid potential pitfalls when planning for retirement. You’ll also gain access to strategies you could use to make strides in the right direction. Gain the right knowledge today to create a well-planned retirement for tomorrow. Come meet our professional advisors and leave with the confidence to build a rewarding retirement. We limit our event attendance. This makes it easier for you to…

Read More

Your Retirement & Taxes

Brunswick Community College Main Campus Gain the right knowledge today to create a well-planned retirement for tomorrow. Receive Personalized, Professional Advice! We limit our event attendance. This makes it easier for you to receive guidance, have questions answered and provide you with additional knowledge to achieve your retirement goals. You will also have the opportunity to schedule a one-on-one consultation with the instructor ollowing the event. Come meet our professional advisors and leave with the confidence to build a rewarding retirement. Link to register: https://event.retirementelevated.com/rpfc-shucavage-bcc-leland-main/ Or Call 910.815.3100 or email info@CarolinaRP.com to register

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