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X-ORIGINAL-URL:https://assetguardnc.com
X-WR-CALDESC:Events for Asset Guard
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DTSTART;TZID=America/New_York:20260204T120000
DTEND;TZID=America/New_York:20260204T130000
DTSTAMP:20260119T154908Z
CREATED:20251230T210048Z
LAST-MODIFIED:20260119T154908Z
UID:8853-1770206400-1770210000@assetguardnc.com
SUMMARY:Lunch & Learn at Amalfi's Italian Restaurant
DESCRIPTION: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 and conclude at 12:45. \nDate: Wednesday\, February 4\, 2026 at 12:00 pm (doors open at 11:45 am)Location: Amalfi’s Italian Restaurant\n Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/lunch-and-learn-at-amalfis/
LOCATION:Amalfi’s Italian Restaurant\, 503 Nelson Street\, Kernersville\, North Carolina\, 27284\, United States
ATTACH;FMTTYPE=image/jpeg:https://assetguardnc.com/wp-content/uploads/2025/12/AG-MonthlyEvents-20260105_1920x1080-Amalfis-2-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260212T120000
DTEND;TZID=America/New_York:20260212T130000
DTSTAMP:20260207T152100Z
CREATED:20260119T154855Z
LAST-MODIFIED:20260207T152100Z
UID:8920-1770897600-1770901200@assetguardnc.com
SUMMARY:Lunch & Learn at Little Richards Restaurant
DESCRIPTION: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 and conclude at 12:45. \nDate: Thursday\, February 12\, 2026 at 12:00 pm (doors open at 11:45 am)Location: Little Richards Restaurant Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/lunch-learn-at-little-richards-restaurant/
LOCATION:Little Richards BBQ\, 109 South Stratford Road\, Winston-Salem\, NC\, United States
ATTACH;FMTTYPE=image/jpeg:https://assetguardnc.com/wp-content/uploads/2026/01/AG-MonthlyEvents-20260105_1920x1080-LittleRich-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260218T120000
DTEND;TZID=America/New_York:20260218T130000
DTSTAMP:20260209T141119Z
CREATED:20260119T195900Z
LAST-MODIFIED:20260209T141119Z
UID:8925-1771416000-1771419600@assetguardnc.com
SUMMARY:Lunch & Learn at Mimi's Cafe
DESCRIPTION: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 and conclude at 12:45. \nDate: Wednesday\, February 18\, 2026 at 12:00 pm (doors open at 11:45 am)Location: Mini’s Cafe Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/at-minis-cafe/
LOCATION:Mimi’s Cafe\, 3322 W Friendly Ave\, Greensboro\, NC\, 27410\, United States
ATTACH;FMTTYPE=image/jpeg:https://assetguardnc.com/wp-content/uploads/2026/01/AG-MonthlyEvents-20260105_1920x1080-Mimis-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260401T113000
DTEND;TZID=UTC:20260401T123000
DTSTAMP:20260318T173309Z
CREATED:20260318T171559Z
LAST-MODIFIED:20260318T173309Z
UID:9001-1775043000-1775046600@assetguardnc.com
SUMMARY:Upcoming Social Security Changes: Lunch & Learn at River Birch Lodge
DESCRIPTION: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 11:45 and conclude at 12:15. \nDate: Wednesday\, April 1\, 2026 at 11:30 pm (doors open at 11:15 am)Location: River Birch Lodge Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/lunch-and-learn-at-river-birch-lodge/
LOCATION:River Birch Lodge\, 3324 Robinhood Rd\, Winston-Salem\, NC\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260402T113000
DTEND;TZID=UTC:20260402T123000
DTSTAMP:20260320T133345Z
CREATED:20260318T170820Z
LAST-MODIFIED:20260320T133345Z
UID:8998-1775129400-1775133000@assetguardnc.com
SUMMARY:Tax Planning: Lunch & Learn at Mimi's Café
DESCRIPTION: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 and conclude at 12:15. \nDate: Thursday\, April 2\, 2026 at 11:30 pm (doors open at 11:15 am)Location: Mini’s Cafe Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/mimiscafe/
LOCATION:Mimi’s Cafe\, 3322 W Friendly Ave\, Greensboro\, NC\, 27410\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260408T113000
DTEND;TZID=UTC:20260408T123000
DTSTAMP:20260319T141852Z
CREATED:20260318T173221Z
LAST-MODIFIED:20260319T141852Z
UID:9014-1775647800-1775651400@assetguardnc.com
SUMMARY:Upcoming Social Security Changes: Lunch & Learn at Little Richards BBQ
DESCRIPTION: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 11:45 and conclude at 12:15. \nDate: Wednesday\, April 8\, 2026 at 11:30 pm (doors open at 11:15 am)Location: Little Richard’s BBQ on Stratford Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/upcoming-social-security-changes-lunch-learn-at-little-richards-bbq/
LOCATION:Little Richards BBQ\, 109 South Stratford Road\, Winston-Salem\, NC\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260409T113000
DTEND;TZID=UTC:20260409T123000
DTSTAMP:20260319T142044Z
CREATED:20260318T173650Z
LAST-MODIFIED:20260319T142044Z
UID:9017-1775734200-1775737800@assetguardnc.com
SUMMARY:Tax Planning: Lunch & Learn at Logan's Roadhouse
DESCRIPTION: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 and conclude at 12:15. \nDate: Thursday\, April 9\, 2026 at 11:30 pm (doors open at 11:15 am)Location: Logan’s Roadhouse Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/tax-planning-lunch-learn-at-logans-roadhouse/
LOCATION:Logan’s Roadhouse\, 1300 Bridford Pkwy\, Greensboro\, NC\, 27407\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260414T113000
DTEND;TZID=UTC:20260414T123000
DTSTAMP:20260407T145409Z
CREATED:20260407T145409Z
LAST-MODIFIED:20260407T145409Z
UID:9100-1776166200-1776169800@assetguardnc.com
SUMMARY:Upcoming Social Security Changes: Lunch & Learn at Foothills Brewing
DESCRIPTION: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 11:45 and conclude at 12:15. \nDate: Tuesday\, April 14\, 2026 at 11:30 pm (doors open at 11:15 am)Location: Foothills Brewing Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/foothills-brewing/
LOCATION:Foothills Brewing\, 638 West Fourth St\, Winston-Salem\, NC\, 27101
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260421T113000
DTEND;TZID=UTC:20260421T123000
DTSTAMP:20260407T151438Z
CREATED:20260319T140742Z
LAST-MODIFIED:20260407T151438Z
UID:9024-1776771000-1776774600@assetguardnc.com
SUMMARY:Upcoming Social Security Changes: Lunch & Learn at Don Juan's | Kernersville
DESCRIPTION: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 11:45 and conclude at 12:15. \nDate: Wednesday\, April 21\, 2026 at 11:30 pm (doors open at 11:15 am)Location: Don Juan’s Kernersville Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/does-your-plan-need-a-second-opinion-lunch-learn-at-don-juans-kernersville/
LOCATION:Don Juan’s Mexican Restaurant\, 201 Century Boulevard\, Kernersville\, NC\, 27284
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260422T113000
DTEND;TZID=UTC:20260422T123000
DTSTAMP:20260319T142653Z
CREATED:20260319T142653Z
LAST-MODIFIED:20260319T142653Z
UID:9033-1776857400-1776861000@assetguardnc.com
SUMMARY:Upcoming Social Security Changes: Lunch & Learn at River Birch Lodge
DESCRIPTION: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 11:45 and conclude at 12:15. \nDate: Wednesday\, April 22\, 2026 at 11:30 pm (doors open at 11:15 am)Location: River Birch Lodge Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/upcoming-social-security-changes-lunch-learn-at-river-birch-lodge/
LOCATION:River Birch Lodge\, 3324 Robinhood Rd\, Winston-Salem\, NC\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260512T120000
DTEND;TZID=UTC:20260512T130000
DTSTAMP:20260421T142138Z
CREATED:20260421T142138Z
LAST-MODIFIED:20260421T142138Z
UID:9134-1778587200-1778590800@assetguardnc.com
SUMMARY:Upcoming Social Security Changes: Lunch & Learn at River Birch Lodge
DESCRIPTION: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 12:15 and conclude at 12:45. \nDate: Tuesday\, May 12\, 2026 at 12:00 pm (doors open at 11:45 am)Location: River Birch Lodge Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/upcoming-social-security-changes-lunch-learn-at-river-birch-lodge-may12/
LOCATION:River Birch Lodge\, 3324 Robinhood Rd\, Winston-Salem\, NC\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260514T120000
DTEND;TZID=UTC:20260514T130000
DTSTAMP:20260430T211108Z
CREATED:20260430T210717Z
LAST-MODIFIED:20260430T211108Z
UID:9148-1778760000-1778763600@assetguardnc.com
SUMMARY:Upcoming Social Security Changes: Lunch & Learn at 2520 Tavern
DESCRIPTION: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 12:15 and conclude at 12:45. \nDate: Thursday\, May 14\, 2026 at 12:00 pm (doors open at 11:45 am)Location: 2520 TavernCost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/upcoming-social-security-changes-lunch-learn-at-2520-tavern/
LOCATION:2520 Tavern\, 2520 Lewisville Clemmons Rd\,\, Clemmons\, 27012
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260602T120000
DTEND;TZID=UTC:20260602T130000
DTSTAMP:20260520T122630Z
CREATED:20260520T122630Z
LAST-MODIFIED:20260520T122630Z
UID:9151-1780401600-1780405200@assetguardnc.com
SUMMARY:Upcoming Social Security Changes: Lunch & Learn at Firebirds Wood Fire Grill
DESCRIPTION: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 12:15 and conclude at 12:45. \nDate: Tuesday\, June 2\, 2026 at 12:00 pm (doors open at 11:45 am)Location: Firebirds Wood Fire Grill Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/upcoming-social-security-changes-lunch-learn-at-firebirds-wood-fire-grill/
LOCATION:Firebirds Wood Fired Grill\, 1215 Creekshire Way\, Winston-Salem\, NC\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260603T120000
DTEND;TZID=UTC:20260603T130000
DTSTAMP:20260520T122925Z
CREATED:20260520T122925Z
LAST-MODIFIED:20260520T122925Z
UID:9153-1780488000-1780491600@assetguardnc.com
SUMMARY:Upcoming Social Security Changes: Lunch & Learn at Little Richard's BBQ
DESCRIPTION: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 12:15 and conclude at 12:45. \nDate: Wednesday\, June 3\, 2026 at 12:00 pm (doors open at 11:45 am)Location: Little Richard’s BBQ Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/upcoming-social-security-changes-lunch-learn-at-little-richards-bbq-2/
LOCATION:Little Richards BBQ\, 109 South Stratford Road\, Winston-Salem\, NC\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260616T120000
DTEND;TZID=UTC:20260616T130000
DTSTAMP:20260608T173205Z
CREATED:20260608T173205Z
LAST-MODIFIED:20260608T173205Z
UID:9159-1781611200-1781614800@assetguardnc.com
SUMMARY:Lunch & Learn: Are You Paying More in Taxes Than You Have To? Bonefish Grill in Greensboro
DESCRIPTION: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 12:00 and conclude at 1:00. \nDate: Tuesday\, June 16\, 2026 at 12:00 pm (doors open at 11:45 am)Location: Bonefish Grill in Greensboro Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/lunch-learn-are-you-paying-more-in-taxes-than-you-have-to-bonefish-grill-in-greensboro/
LOCATION:Bonefish Grill\, 2100 Koury Blvd\, Greensboro\, NC\, 27407\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260617T120000
DTEND;TZID=UTC:20260617T130000
DTSTAMP:20260603T160930Z
CREATED:20260602T140618Z
LAST-MODIFIED:20260603T160930Z
UID:9156-1781697600-1781701200@assetguardnc.com
SUMMARY:Lunch & Learn: Keep More in Retirement at Don Juan's | Kernersville
DESCRIPTION: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 11:45 and conclude at 12:15. \nDate: Wednesday\, June 17\, 2026 at 12:00 pm (doors open at 11:45 am)Location: Don Juan’s Kernersville Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/lunch-learn-keep-more-in-retirement-at-don-juans-kernersville/
LOCATION:Don Juan’s Mexican Restaurant\, 201 Century Boulevard\, Kernersville\, NC\, 27284
END:VEVENT
END:VCALENDAR