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10 events found.

Events

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  • November 2025

  • Thu 6

    Dine & Discover: Keep More in Retirement at Leblon Brazilian Steakhouse

    November 6, 2025 @ 6:15 pm - 7:30 pm
    Leblon Brazilian Steak House 106 S. Holden Rd, Greensboro, NC, Greensboro, United States

    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 […]

  • Tue 11
    Join us for a FREE lunch!

    Lunch and Learn: Keep More in Retirement at Mimi’s Cafe

    November 11, 2025 @ 11:30 am - 1:30 pm
    Mimi’s Cafe 3322 W Friendly Ave, Greensboro, NC, United States

    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 […]

  • December 2025

  • Mon 1
    Join us for a FREE dinner

    Dine and Discover: Keep More in Retirement at Fratellis Italian Steakhouse

    December 1, 2025 @ 6:15 pm - 7:30 pm
    Fratellis Italian Steakhouse 2000 Reynolda Rd, Winston-Salem, NC, United States

    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 […]

  • Sat 13

    The Annual Old Fashioned Christmas at Asset Guard

    December 13, 2025 @ 2:00 pm - 5:00 pm
    Asset Guard Office 6285 Shallowford Rd STE 120, Lewisville, North Carolina

    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 […]

  • January 2026

  • Wed 21

    Lunch & Learn at River Birch Lodge

    January 21 @ 12:00 pm - 1:00 pm
    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 […]

  • February 2026

  • Wed 4

    Lunch & Learn at Amalfi’s Italian Restaurant

    February 4 @ 12:00 pm - 1:00 pm
    Amalfi's Italian Restaurant 503 Nelson Street, Kernersville, North Carolina, 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 […]

  • Thu 12

    Lunch & Learn at Little Richards Restaurant

    February 12 @ 12:00 pm - 1:00 pm
    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 […]

  • Wed 18

    Lunch & Learn at Mimi’s Cafe

    February 18 @ 12:00 pm - 1:00 pm
    Mimi’s Cafe 3322 W Friendly Ave, Greensboro, 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 […]

  • April 2026

  • Wed 1

    Upcoming Social Security Changes: Lunch & Learn at River Birch Lodge

    April 1 @ 11:30 am - 12:30 pm
    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 […]

  • Thu 2

    Tax Planning: Lunch & Learn at Mimi’s Café

    April 2 @ 11:30 am - 12:30 pm
    Mimi’s Cafe 3322 W Friendly Ave, Greensboro, 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 […]

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