Join us for a delicious lunch and conversation about planning well for the years ahead. We’ll share simple, practical ideas to help you protect what you’ve built and care for the people you love. Come enjoy a good meal, meet neighbors, and ask your questions in a no-pressure setting.Adults 55+ only. No children, please. Why […]
Join us for a delicious dinner and conversation about planning well for the years ahead. We’ll share simple, practical ideas to help you protect what you’ve built and care for the people you love. Come enjoy a good meal, meet neighbors, and ask your questions in a no-pressure setting.Adults 55+ only. No children, please. Doors […]
Saturday, December 13 | 2:00–5:00 PM6285 Shallowford Rd, Lewisville, NC Step back in time and celebrate the season at our Annual Old Fashioned Christmas — a joyful community event filled with warmth, laughter, and timeless holiday charm. Bring the whole family and enjoy: Horse-drawn carriage rides Train rides for the kids Photos with Santa Delicious […]
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 […]
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 […]
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 […]
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 […]
Protect What You’ve Built: Simple Legacy & Social Security 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 […]
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 11:45 […]
Protect What You’ve Built: Simple Legacy & Social Security 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 […]