The New Rules to Retirement – A Workshop

Join us in beautiful downtown Greenville, SC for a FREE 1.5 hour workshop on retirement planning in a safe, non-judgemental, non-sales environment.

You will gain fresh insights on new planning opportunities that can potentially add thousands of dollars to your retirement accounts in the years to come.

What you will learn:

  • Why conventional strategies are out-of-date and can wreak your retirement
  • Gain insight into new approaches specifically designed to work in our current environment
  • Recognizing and capturing tax savings opportunities to grow your accounts

After the workshop you will have the opportunity to schedule your personal one-on-one consultation to get insights specific to your situation. No sales pitch!


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Seating is limited to allow for social distancing