Serving Clients for Nearly Half a Century
Join us for an upcoming event!
Want to know more retirement income planning? We occasionally offer retirement income planning workshops, seminars and webinars. Join the mailing list to be informed of upcoming events here.
Or, feel free to register below for any upcoming events we are hosting!
Social Security: Basics You Need to Know to Maximize Your Benefits
Do you have a plan to help maximize your Social Security benefits and minimize your taxes? Social Security may be your largest source of income in retirement while taxes may be your largest expense. Not properly planning for both can lead to less income in retirement. Join us for a special event at Methodist University (Clark Hall) where we will discuss must-know topics pertaining to Social Security and taxes in retirement.
Event Venue
Methodist University (Clark Hall)
5400 Ramsey St, Fayetteville, NC 28311
Event Options
– Methodist University on October 1st at 6:00 p.m.
– Methodist University on October 3rd at 6:00 p.m.
Future Events
| Event | Date | Location | RSVP |
|---|---|---|---|
| Fed Impact Event | February 7, 2025 | Cape Fear Botanical Garden 536 N. Eastern Blvd. Fayetteville, NC 28301 | RSVP Now! |
| Fed Impact Event | August 5, 2025 | Cape Fear Botanical Garden 536 N. Eastern Blvd. Fayetteville, NC 28301 | RSVP Now! |
| Fed Impact Event | May 21, 2025 | Methodist University 5400 Ramsey St, Fayetteville, NC 28311 (Alumni Dining room) | RSVP Now! |
| Fed Impact Event | October 29, 2025 | Methodist University 5400 Ramsey St, Fayetteville, NC 28311 (Alumni Dining room) | RSVP Now! |
| Social Security | November 7, 2025 | Methodist University 5400 Ramsey St, Fayetteville, NC 28311 (Clark Hall - Room 128) | RSVP Now! |
| Social Security | November 12, 2025 | Methodist University 5400 Ramsey St, Fayetteville, NC 28311 (Clark Hall - Room 128) | RSVP Now! |
