Explore Our Schedule Below

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.

Retirement Academy Seminar Dates: 2025

Selling Appreciated Assets

Magnolia Event Space

in the Davis Community 

980 Roundhouse Circle, Wilmington, NC

September 17 @ 3:00 PM

RSVP

Qualified Charitable Distributions (QRDs)

Magnolia Event Space

in the Davis Community 

980 Roundhouse Circle, Wilmington, NC

October 15 @ 3:00 PM

RSVP

Annual Tax Update

Magnolia Event Space

in the Davis Community 

980 Roundhouse Circle, Wilmington, NC

November 19 @ 3:00 PM

RSVP

End Of Year Planning

Magnolia Event Space

in the Davis Community

980 Roundhouse Circle, Wilmington, NC

December 17 @ 3:00 PM

RSVP

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Annual Tax Update
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