Retirement isn’t the end of learning—it’s just a new chapter. Our seminars are free to attend thanks to the generous support of local sponsors who believe in clear, accessible financial education without a sales pitch.
Seminar Schedule
Explore our schedule below to find a date and location that works for you. Whether you’re nearing retirement or already there, these in-person sessions are a valuable step toward making confident, informed decisions about your financial future. Seating is limited, so don’t wait to reserve your spot.
Selling Appreciated Assets
Magnolia Event Space
in the Davis Community
1101 Manly Ave, Wilmington, NC, United States
September 17 @ 3:00 PM
Qualified Charitable
Magnolia Event Space
in the Davis Community
1101 Manly Ave, Wilmington, NC, United States
October 15 @ 3:00 PM
November 19 @ 3:00 PM
Annual Tax Update
Magnolia Event Space
in the Davis Community
1101 Manly Ave, Wilmington, NC, United States
December 17 @ 3:00 PM