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It is imperative that seniors understand the importance of planning to achieve security in retirement. Therefore to provide important information on financial issues facing retirees and to introduce ourselves to prospective clients, we conduct senior educational workshops throughout North Carolina.
Seniors who receive an announcement in the mail are invited to register and attend a seminar in their area. Workshops, lasting about an hour, are usually held at local restaurants, with a complimentary meal following. At the conclusion of each seminar, attendees are offered a free consultation for us to visit with them at a convenient time.
If you are interested in attending a senior financial seminar in your area, please
contact us.
If you would like for us to visit with you, schedule an appointment for a free consultation.
Also, if you would like to discuss the possibility of our conducting a "mini financial seminar" or appearing on the program of your senior civic or church group contact us.