Explore Our Schedule Below

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


Qualified Charitable Distributions (QRDs)

Magnolia Event Space

in the Davis Community 

980 Roundhouse Circle, Wilmington, NC

October 15 @ 3:00 PM


Gifting

Magnolia Event Space

in the Davis Community 

980 Roundhouse Circle, Wilmington, NC

November 19 @ 3:00 PM


Annual Tax Update

Magnolia Event Space

in the Davis Community

980 Roundhouse Circle, Wilmington, NC

December 17 @ 3:00 PM

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