Events
Join an Exclusive Private Briefing Designed for Retired Professionals, Aspiring Retirees, Business Owners, and Women Navigating Retirement Solo—discover tailored strategies for reducing income tax and eliminating estate tax.
Invitation Details
This is a complimentary, confidential session just for you and peers facing similar financial crossroads. In a warm, welcoming setting, learn actionable insights that address your unique circumstances—whether you’re preparing for retirement, managing a business transition, or planning as a woman on your own.
Why Attend?
Receive tax-saving solutions specifically curated for retired and soon-to-retire professionals.
Connect with fellow attendees who share your financial journey, concerns, and aspirations. Don't miss this opportunity to take charge of your financial legacy with the support of specialists and a like-minded community. Reserve your spot for this private event designed to make a real impact on your financial future.
Don't miss this opportunity to take charge of your financial legacy with the support of specialists and a like-minded community. Reserve your spot for this private event designed to make a real impact on your financial future.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 11, 2026
6:00p - 8:00p
Greenville County Library, Five Forks Branch
The New Reality in Retirement Free Class -Greenville SC
The Old rules of retirement no longer apply in our New Reality. The growth of the national debt and unfunded liabilities has given rise to new threats, while markets continue to grow more volatile.
May 5, 2026
6:30p - 8:30p
University of Pittsburgh - Greensburg
October 16, 2025
11:15a - 12:50p
Greenville Marriott
Income Tax Reduction and Estate Tax Elimination
Discover proven strategies to keep more of what you’ve worked for. This exclusive briefing is designed for retired professionals, those preparing for retirement, business owners, and women managing their financial future on their own. Learn how to significantly reduce income tax
October 14, 2025
5:15p - 6:30p
GREENVILLE MARRIOTT
Income Tax Reduction and Estate Tax Elimination
Discover proven strategies to keep more of what you’ve worked for. This exclusive briefing is designed for retired professionals, those preparing for retirement, business owners, and women managing their financial future on their own. Learn how to significantly reduce income tax
September 26, 2024 - October 8, 2024
6:30p - 9:30p
St. Vincent College, Fred Rogers Center
The Changing World of Retirement Planning Workshop
The rules of a retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirement.