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Bring your biggest concerns and your toughest questions. We’re ready to talk.
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The top money trends, the headlines and the key financial fundamentals — all in an open forum. At our live events, we want to share — and discuss — vital information with our clients and our community.
Find the next live event or webinar that works with your schedule and your areas of interest.
October 8
Seminar: Maximize Social Security – Chapel Hill, NC
12:00 pm | Chapel Hill Library
100 Library Dr.
Chapel Hill, NC 27514 United States
Chapel Hill, NC 27514 United States
October 17
Seminar: Maximize Social Security – Takoma Park, MD
6:00 pm | Montgomery College – Takoma Park-Silver Spring Campus
7600 Takoma Ave
Takoma Park, Maryland 20912 United States
Takoma Park, Maryland 20912 United States
October 17
Seminar: Maximize Social Security – Cary, NC
6:00 pm | Herbert C. Young Community Center
101 Wilkinson Ave
Cary, NC 27513 United States
Cary, NC 27513 United States
October 22
Seminar: Maximize Social Security – Takoma Park, MD
6:00 pm | Montgomery College – Takoma Park-Silver Spring Campus
7600 Takoma Ave
Takoma Park, Maryland 20912 United States
Takoma Park, Maryland 20912 United States
October 22
Seminar: Taxes in Retirement – Durham, NC
6:00 pm | E Harvey Estes Conference Center
1121 Slater Rd
Durham, NC 27703 United States
Durham, NC 27703 United States
November 2
NASA Exclusive: Financial Bootcamp – Houston, TX
8:30 am | Hilton Houston NASA Clear Lake
3000 E NASA Pkwy
Houston, TX 77058 United States
Houston, TX 77058 United States