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Want to better understand your risk tolerance for investing? Want to know why your portfolio doesn’t earn what your friend’s does? Risk tolerance may be the answer. Instructor: Reid Harris, […]
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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: 2026
Pre-Planning
Magnolia Event Space in
the Davis Community
980 Roundhouse Circle, Wilmington, NC, United States
february 18
Insurance
Magnolia Event Space in
the Davis Community
980 Roundhouse Circle, Wilmington, NC, United States
march 18
Risk Management
Magnolia Event Space in
the Davis Community
980 Roundhouse Circle, Wilmington, NC, United States
april 15
M.O.S.T. (Medical Orders for Scope of Treatment)
Magnolia Event Space in
the Davis Community
980 Roundhouse Circle, Wilmington, NC, United States
may 20
To Be Decided
Magnolia Event Space in
the Davis Community
980 Roundhouse Circle, Wilmington, NC, United States
june 17
To Be Decided
Magnolia Event Space in
the Davis Community
980 Roundhouse Circle, Wilmington, NC, United States
july 15
Selecting Securities
Magnolia Event Space in
the Davis Community
980 Roundhouse Circle, Wilmington, NC, United States
august 19
Fraud and Scam Awareness
Magnolia Event Space in
the Davis Community
980 Roundhouse Circle, Wilmington, NC, United States
September 16
Trust Management
Magnolia Event Space in
the Davis Community
980 Roundhouse Circle, Wilmington, NC, United States
October 21
Annual Tax Update
Magnolia Event Space in
the Davis Community
980 Roundhouse Circle, Wilmington, NC, United States
November 18
End Of Year Planning
Magnolia Event Space in
the Davis Community
980 Roundhouse Circle, Wilmington, NC, United States
December 19