Latest Past Events

Lunch & Learn at Mimi’s Cafe

Mimi’s Cafe 3322 W Friendly Ave, Greensboro

Protect What You’ve Built: Simple Legacy & Tax Planning (Lunch Included)Join us for a free educational lunch and learn how upcoming Social Security changes could affect your future financial independence and what practical steps you can consider now to stay on track. We value your time, so we will begin the conversation promptly at 12:15 […]

Lunch & Learn at Little Richards Restaurant

Little Richards BBQ 109 South Stratford Road, Winston-Salem

Protect What You’ve Built: Simple Legacy & Tax Planning (Lunch Included)Join us for a free educational lunch and learn how upcoming Social Security changes could affect your future financial independence and what practical steps you can consider now to stay on track. We value your time, so we will begin the conversation promptly at 12:15 […]

Lunch & Learn at Amalfi’s Italian Restaurant

Amalfi's Italian Restaurant 503 Nelson Street, Kernersville

Protect What You’ve Built: Simple Legacy & Tax Planning (Lunch Included)Join us for a free educational lunch and learn how upcoming Social Security changes could affect your future financial independence and what practical steps you can consider now to stay on track. We value your time, so we will begin the conversation promptly at 12:15 […]