The Annual Old Fashioned Christmas at Asset Guard
2025-12-13 14:00 - 17:00 UTC | Asset Guard Office, 6285 Shallowford Rd STE 120, Lewisville, North Carolina, 27023
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 seasonal treats
Face painting and prizes
Hot cocoa and cider to keep you warm
And so much more!

This is a free, family-friendly event, but we do ask guests to bring non-perishable food donations to support Lewisville Community Assistance Program and help those in need this holiday season. If you would like to know more about LCAP you can see all the amazing work they do here: https://lcaplewisville.org/services/
✨ NONPERISHABLE FOOD ITEMS: Canned goods like meats and vegetables, dried goods such as rice, pasta, and beans, and other pantry staples like sugar, salt, and honey. Other examples are dried fruits, crackers, and powdered milk.
✨ RSVP TODAY and let us know you’re coming!We can’t wait to celebrate an old-fashioned Christmas with you.

Lunch & Learn at River Birch Lodge
2026-01-21 12:00 - 13:00 UTC | River Birch Lodge, 3324 Robinhood Rd, Winston-Salem, NC, 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 12:15 and conclude at 12:45.
Date: Wednesday, January 21, 2026 at 12:00 pm (doors open at 11:45 am)Location: River Birch LodgeCost: 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.

Lunch & Learn at Amalfi's Italian Restaurant
2026-02-04 12:00 - 13:00 (America/New_York) | Amalfi’s Italian Restaurant, 503 Nelson Street, Kernersville, North Carolina, 27284, 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 12:15 and conclude at 12:45.
Date: Wednesday, February 4, 2026 at 12:00 pm (doors open at 11:45 am)Location: Amalfi’s Italian Restaurant
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.

Lunch & Learn at Little Richards Restaurant
2026-02-12 12:00 - 13:00 (America/New_York) | Little Richards BBQ, 109 South Stratford Road, Winston-Salem, NC, 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 12:15 and conclude at 12:45.
Date: Thursday, February 12, 2026 at 12:00 pm (doors open at 11:45 am)Location: Little Richards Restaurant 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.

Lunch & Learn at Mimi's Cafe
2026-02-18 12:00 - 13:00 (America/New_York) | 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 12:15 and conclude at 12:45.
Date: Wednesday, February 18, 2026 at 12:00 pm (doors open at 11:45 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 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 UTC | 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 UTC | 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 UTC | 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 UTC | 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 UTC | 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 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 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.
