Asset Guard

Dine & Discover: Keep More in Retirement at Leblon Brazilian Steakhouse
2025-11-06 18:15 - 19:30 UTC | Leblon Brazilian Steak House, 106 S. Holden Rd, Greensboro, NC, Greensboro, 27407, 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 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 open at 5:45 pm and will close by 6:30 pm.
Why Attend
A good plan can make life easier for the people you love. We’ll show you simple steps to help protect what you’ve built, reduce avoidable costs and taxes, and make sure your wishes are carried out—without headaches for your family.
What You’ll Learn

Protect your family. How to make things smooth for your spouse, children, or caregivers when you’re no longer able to handle it yourself.
Keep more of what you’ve earned. Practical ideas to lower taxes now and later, so more goes to loved ones and causes you care about.
Avoid delays and extra expenses. Ways to help your beneficiaries receive what you leave them without needing to sell important assets.
Safeguard inheritances. Options to help protect what you leave from lawsuits, divorce, or creditors.
Plan for the next generation. Six straightforward building blocks for long-term, multi-generation planning.
Retirement choices that ripple forward. How investment mix and risk level today can affect your family tomorrow.
529 plans, simply explained. When education accounts can help with legacy goals—even if grandkids are already here.
Roth conversions in plain English. What “filling your current tax bracket” (often called bracket topping) means, and when it may improve a future inheritance.

What to Expect

A relaxed, no-pressure session led by an experienced financial professional.
Clear examples, checklists you can take home, and time for Q&A.
Come solo or bring a spouse/guest.

Ready to feel more confident about your plan? Reserve your seat today.

Lunch and Learn: Keep More in Retirement at Mimi's Cafe
2025-11-11 11:30 - 13:30 UTC | Mimi’s Cafe, 3322 W Friendly Ave, Greensboro, NC, 27410, 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 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 Attend
A good plan can make life easier for the people you love. We’ll show you simple steps to help protect what you’ve built, reduce avoidable costs and taxes, and make sure your wishes are carried out—without headaches for your family.
What You’ll Learn

Protect your family. How to make things smooth for your spouse, children, or caregivers when you’re no longer able to handle it yourself.
Keep more of what you’ve earned. Practical ideas to lower taxes now and later, so more goes to loved ones and causes you care about.
Avoid delays and extra expenses. Ways to help your beneficiaries receive what you leave them without needing to sell important assets.
Safeguard inheritances. Options to help protect what you leave from lawsuits, divorce, or creditors.
Plan for the next generation. Six straightforward building blocks for long-term, multi-generation planning.
Retirement choices that ripple forward. How investment mix and risk level today can affect your family tomorrow.
529 plans, simply explained. When education accounts can help with legacy goals—even if grandkids are already here.
Roth conversions in plain English. What “filling your current tax bracket” (often called bracket topping) means, and when it may improve a future inheritance.

What to Expect

A relaxed, no-pressure session led by an experienced financial professional.
Clear examples, checklists you can take home, and time for Q&A.
Come solo or bring a spouse/guest.

Ready to feel more confident about your plan? Reserve your seat today.

Dine and Discover: Keep More in Retirement at Fratellis Italian Steakhouse
2025-12-01 18:15 - 19:30 UTC | Fratellis Italian Steakhouse, 2000 Reynolda Rd, Winston-Salem, NC, 27106, United States

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.
