Resources
Upcoming Events
Retirement Readiness Workshop
Close the Gaps That Threaten Your Financial Future
Tuesday, April 21 • 5:30–6:30pm
Retirement Reality Check is a candid, RSVP conversation designed for individuals who want real clarity around their retirement — not a seminar, or slideshow.
This is a relaxed, small-group discussion focused on the questions we hear every single week from people approaching or navigating retirement. We’ll talk openly about common gaps, overlooked risks, and planning blind spots that can quietly threaten long-term financial confidence.
Held at Other Lands Neighborhood Brewery & Café, this event offers a welcoming atmosphere with coffee, cocktails, and a full café menu available. Your first drink is on us.
Space is intentionally limited to keep the conversation meaningful and personal. RSVP is required.
Tax Seminar at CityRange
What To Do Next To Protect & Cut Your Taxes in 2026
Thursday, April 30 • 6:30pm
Held at CityRange Steakhouse Grille, this tax seminar is by invite only, or call our office to RSVP.
Shield & Serve
Pickleball Fundraiser for Shriners Children’s Hospital
Friday, May 22 • 12:00–4:00pm
Join us for our Shield & Serve All Skill Levels Fundraiser at The Pickle Yard in Mauldin, SC. This fun and competitive afternoon with two rounds of King of the Court, welcoming players of all experience levels, whether you’re brand new or a seasoned player. Round 1 will be 12:00–2:00pm and Round 2 will be 2:00–4:00pm.
Bring your friends and family to enjoy great food, cornhole, and a lively atmosphere, all for a great cause. Registration is $30 per player, and all proceeds will benefit Shriners Children’s Hospital. Space is limited, so be sure to reserve your spot in advance. RSVP is required to play!
Previous Events
Hosting educational workshops, client events, and community seminars since 2004.
2026
February 5, 2026 – 2026 State of the Markets at Topgolf
2025
November 6, 2025 – What to Do Before Year-End with Your Taxes & Estate Plan: The Big Bill’s Impact
October 28, 2025 – Taxes, Medicare & the Big Bill
October 5 & 9, 2025 – Stewardship Strategies: Tax Savings Seminar
August 21, 2025 – Client Exclusive Halftime Report at Topgolf
April 3, 2025 – Client Exclusive State of the Markets Webinar
June 5, 2025 – Meet the New Advisor at Stella’s Southern Brasserie
2024
November 23, 2024 – Client Exclusive Cigar Rolling
October 29, 2024 – Medicare Seminar
September 19, 2024 – Medicare Seminar
September 26, 2024 – Wine Tasting Client Social
August 7, 2024 – Client Exclusive Halftime Report
2023
September 23, 2023 – Social Security Seminar
August 23, 2023 – Social Security Seminar
August 23, 2025 – Investment Manager Webinar
August 21, 2023 – Client Exclusive Halftime Report
July 23, 2023 – Taco Tuesday Client Social
June 23, 2023 – Social Security Seminar
March 23, 2023 – Social Security Seminar
February 23, 2023 – Client Exclusive State of the Markets
2022
December 21, 2022 – Social Security Seminar
November 10, 2022 – Social Security Seminar
October 13, 2022 – Social Security Seminar
September 23, 2022 – Medicare Seminar
September 22, 2022 – Ambassadors Exclusive Dinner at Soby’s
August 7, 2022 – Unity Church Presentation: How to Keep More & Pay Less to Uncle Sam, While Helping Your Church
June 18, 2022 – Picnic in the Park Client Social
April 5, 2022 – The War on Inflation Seminar
