Asset Guard

Upcoming Social Security Changes: Lunch & Learn at River Birch Lodge
2026-04-01 11:30 - 12:30 UTC | River Birch Lodge, 3324 Robinhood Rd, Winston-Salem, NC, United States
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.
Date: Wednesday, April 1, 2026 at 11:30 pm (doors open at 11:15 am)Location: River Birch Lodge Cost: FREE (Registration required)
What you’ll walk away with:

The most common planning gaps that create headaches for families—and how to avoid them
Straightforward ways to potentially reduce taxes now and later
How to organize beneficiaries and key documents so your wishes are easier to carry out
Options that can help protect inheritances for children and grandchildren
A simple framework for multi-generation planning (six building blocks)

Also covered (as time allows): 529 plans, Roth conversion basics, and retirement risk decisions.
Registration is above!Seating and lunch is limited. Note: Adults 55+ only. No children, please.

Tax Planning: Lunch & Learn at Mimi's Café
2026-04-02 11:30 - 12:30 | Mimi’s Cafe, 3322 W Friendly Ave, Greensboro, NC, 27410, United States
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.
Date: Thursday, April 2, 2026 at 11:30 pm (doors open at 11:15 am)Location: Mini’s Cafe Cost: FREE (Registration required)
What you’ll walk away with:

The most common planning gaps that create headaches for families—and how to avoid them
Straightforward ways to potentially reduce taxes now and later
How to organize beneficiaries and key documents so your wishes are easier to carry out
Options that can help protect inheritances for children and grandchildren
A simple framework for multi-generation planning (six building blocks)

Also covered (as time allows): 529 plans, Roth conversion basics, and retirement risk decisions.
Registration is above!Seating and lunch is limited. Note: Adults 55+ only. No children, please.

Upcoming Social Security Changes: Lunch & Learn at Little Richards BBQ
2026-04-08 11:30 - 12:30 | Little Richards BBQ, 109 South Stratford Road, Winston-Salem, NC, United States
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.
Date: 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)
What you’ll walk away with:

The most common planning gaps that create headaches for families—and how to avoid them
Straightforward ways to potentially reduce taxes now and later
How to organize beneficiaries and key documents so your wishes are easier to carry out
Options that can help protect inheritances for children and grandchildren
A simple framework for multi-generation planning (six building blocks)

Also covered (as time allows): 529 plans, Roth conversion basics, and retirement risk decisions.
Registration is above!Seating and lunch is limited. Note: Adults 55+ only. No children, please.

Tax Planning: Lunch & Learn at Logan's Roadhouse
2026-04-09 11:30 - 12:30 | Logan’s Roadhouse, 1300 Bridford Pkwy, Greensboro, NC, 27407, United States
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.
Date: Thursday, April 9, 2026 at 11:30 pm (doors open at 11:15 am)Location: Logan’s Roadhouse Cost: FREE (Registration required)
What you’ll walk away with:

The most common planning gaps that create headaches for families—and how to avoid them
Straightforward ways to potentially reduce taxes now and later
How to organize beneficiaries and key documents so your wishes are easier to carry out
Options that can help protect inheritances for children and grandchildren
A simple framework for multi-generation planning (six building blocks)

Also covered (as time allows): 529 plans, Roth conversion basics, and retirement risk decisions.
Registration is above!Seating and lunch is limited. Note: Adults 55+ only. No children, please.

Upcoming Social Security Changes: Lunch & Learn at Foothills Brewing
2026-04-14 11:30 - 12:30 | Foothills Brewing, 638 West Fourth St, Winston-Salem, NC, 27101
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.
Date: Tuesday, April 14, 2026 at 11:30 pm (doors open at 11:15 am)Location: Foothills Brewing Cost: FREE (Registration required)
What you’ll walk away with:

The most common planning gaps that create headaches for families—and how to avoid them
Straightforward ways to potentially reduce taxes now and later
How to organize beneficiaries and key documents so your wishes are easier to carry out
Options that can help protect inheritances for children and grandchildren
A simple framework for multi-generation planning (six building blocks)

Also covered (as time allows): 529 plans, Roth conversion basics, and retirement risk decisions.
Registration is above!Seating and lunch is limited. Note: Adults 55+ only. No children, please.

Upcoming Social Security Changes: Lunch & Learn at Don Juan's | Kernersville
2026-04-21 11:30 - 12:30 | Don Juan’s Mexican Restaurant, 201 Century Boulevard, Kernersville, NC, 27284
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.
Date: Wednesday, April 21, 2026 at 11:30 pm (doors open at 11:15 am)Location: Don Juan’s Kernersville Cost: FREE (Registration required)
What you’ll walk away with:

The most common planning gaps that create headaches for families—and how to avoid them
Straightforward ways to potentially reduce taxes now and later
How to organize beneficiaries and key documents so your wishes are easier to carry out
Options that can help protect inheritances for children and grandchildren
A simple framework for multi-generation planning (six building blocks)

Also covered (as time allows): 529 plans, Roth conversion basics, and retirement risk decisions.
Registration is above!Seating and lunch is limited. Note: Adults 55+ only. No children, please.

Upcoming Social Security Changes: Lunch & Learn at River Birch Lodge
2026-04-22 11:30 - 12:30 | River Birch Lodge, 3324 Robinhood Rd, Winston-Salem, NC, United States
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.
Date: Wednesday, April 22, 2026 at 11:30 pm (doors open at 11:15 am)Location: River Birch Lodge Cost: FREE (Registration required)
What you’ll walk away with:

The most common planning gaps that create headaches for families—and how to avoid them
Straightforward ways to potentially reduce taxes now and later
How to organize beneficiaries and key documents so your wishes are easier to carry out
Options that can help protect inheritances for children and grandchildren
A simple framework for multi-generation planning (six building blocks)

Also covered (as time allows): 529 plans, Roth conversion basics, and retirement risk decisions.
Registration is above!Seating and lunch is limited. Note: Adults 55+ only. No children, please.
