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Call Us Today!  704-947-6985

"I can do all things through Him who gives me strength."

- Philippians 4:1


Our firm is dedicated to educating our clients and their family and friends. Paul is hosting various retirement dinner seminars. Please bring a guest and join us to ensure you have up to date information on protecting your retirement future.

Gain Insight and Understanding as Paul discusses:

  • Market Volatility
  • Wealth Management
  • Wealth Preservation
  • Retirement Planning

Enjoy The Retirement Lifestyle Of Your Dreams

Check back for future dates!

Seating is limited, so if any of our informational and entertaining events look interesting, please give us a call at 704-947-6985. We’ll be happy to add you to our guest list.



Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

Complimentary Retirement Planning Dinner

October 10, 2019

6:30p - 8:00p Eastern Standard Time

Dressler's Restaurant

Enjoy The Retirement Lifestyle Of Your Dreams!

Complimentary Retirement Planning Dinner

June 20, 2019

6:30p - 7:30p Eastern Standard Time

On the Nines

Attend our exclusive dinner event to learn about wealth preservation, market volatility, wealth management, retirement planning, and more!

Event Registration

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