Midlands Tech - Harbison Campus
7300 College St
Continued Education Building, Room 113
Irmo, SC 29063
9July 9, 2025
10July 10, 2025
11July 11, 2025
12July 12, 2025
13July 13, 2025
14July 14, 2025
15July 15, 2025
16July 16, 2025
17July 17, 2025
18July 18, 2025
19July 19, 2025
20July 20, 2025
21July 21, 2025
22July 22, 2025
23July 23, 2025
24July 24, 2025
25July 25, 2025
26July 26, 2025
27July 27, 2025
28July 28, 2025
29July 29, 2025●(1 event)
6:00 pm: Principles of Retirement Planning
– July 29, 2025
Location:
Blue Marlin
1200 Lincoln St,
Columbia, SC 29201
What You'll Learn:
Discover how tax legislation may cost your family thousands in tax dollars and what you can do about it.
Retirement Income – Are you worried about running out of money in retirement?
Do you know how volatility in the market may impact your IRA and 401(k).
Potential strategies to cover Long-Term Care costs without expensive annual premiums.
How will rising interest rates affect your portfolio.
How you may increase your interest earnings - while safeguarding your investments from risk.
30July 30, 2025
31July 31, 2025●(1 event)
6:00 pm: Principles of Retirement Planning
– July 31, 2025
Location:
Blue Marlin
1200 Lincoln St,
Columbia, SC 29201
What You'll Learn:
Discover how tax legislation may cost your family thousands in tax dollars and what you can do about it.
Retirement Income – Are you worried about running out of money in retirement?
Do you know how volatility in the market may impact your IRA and 401(k).
Potential strategies to cover Long-Term Care costs without expensive annual premiums.
How will rising interest rates affect your portfolio.
How you may increase your interest earnings - while safeguarding your investments from risk.
August
1August 1, 2025
2August 2, 2025
3August 3, 2025
4August 4, 2025
5August 5, 2025
6August 6, 2025
7August 7, 2025
8August 8, 2025
9August 9, 2025
10August 10, 2025
11August 11, 2025
12August 12, 2025
13August 13, 2025
14August 14, 2025●(1 event)
6:00 pm: Principles of Retirement Planning - Educational Workshop
– August 14, 2025 – August 18, 2025
Location:
Cayce-West Columbia Library
1500 Augusta Rd
West Columbia, SC 29169
Details:
We’ve all been told that retirement success is about knowing and reaching your savings goal. However, retirement success can be made possible by prioritizing retirement income protection. The Principles of Retirement Planning workshop is designed to help you:
Discover which retirement concerns you identify with.
Understand how to help protect income for what you need in retirement.
Identify 5 risks to protected income.
Translate potential retirement risks into retirement planning strategies.
Implement action steps towards protected income.
Registration Coming Soon!
15August 15, 2025●(1 event)
6:00 pm: Principles of Retirement Planning - Educational Workshop
– August 14, 2025 – August 18, 2025
Location:
Cayce-West Columbia Library
1500 Augusta Rd
West Columbia, SC 29169
Details:
We’ve all been told that retirement success is about knowing and reaching your savings goal. However, retirement success can be made possible by prioritizing retirement income protection. The Principles of Retirement Planning workshop is designed to help you:
Discover which retirement concerns you identify with.
Understand how to help protect income for what you need in retirement.
Identify 5 risks to protected income.
Translate potential retirement risks into retirement planning strategies.
Implement action steps towards protected income.
Registration Coming Soon!
16August 16, 2025●(1 event)
6:00 pm: Principles of Retirement Planning - Educational Workshop
– August 14, 2025 – August 18, 2025
Location:
Cayce-West Columbia Library
1500 Augusta Rd
West Columbia, SC 29169
Details:
We’ve all been told that retirement success is about knowing and reaching your savings goal. However, retirement success can be made possible by prioritizing retirement income protection. The Principles of Retirement Planning workshop is designed to help you:
Discover which retirement concerns you identify with.
Understand how to help protect income for what you need in retirement.
Identify 5 risks to protected income.
Translate potential retirement risks into retirement planning strategies.
Implement action steps towards protected income.
Registration Coming Soon!
17August 17, 2025●(1 event)
6:00 pm: Principles of Retirement Planning - Educational Workshop
– August 14, 2025 – August 18, 2025
Location:
Cayce-West Columbia Library
1500 Augusta Rd
West Columbia, SC 29169
Details:
We’ve all been told that retirement success is about knowing and reaching your savings goal. However, retirement success can be made possible by prioritizing retirement income protection. The Principles of Retirement Planning workshop is designed to help you:
Discover which retirement concerns you identify with.
Understand how to help protect income for what you need in retirement.
Identify 5 risks to protected income.
Translate potential retirement risks into retirement planning strategies.
Implement action steps towards protected income.
Registration Coming Soon!
18August 18, 2025●(1 event)
6:00 pm: Principles of Retirement Planning - Educational Workshop
– August 14, 2025 – August 18, 2025
Location:
Cayce-West Columbia Library
1500 Augusta Rd
West Columbia, SC 29169
Details:
We’ve all been told that retirement success is about knowing and reaching your savings goal. However, retirement success can be made possible by prioritizing retirement income protection. The Principles of Retirement Planning workshop is designed to help you:
Discover which retirement concerns you identify with.
Understand how to help protect income for what you need in retirement.
Identify 5 risks to protected income.
Translate potential retirement risks into retirement planning strategies.
Implement action steps towards protected income.
Registration Coming Soon!
19August 19, 2025
20August 20, 2025
21August 21, 2025●(1 event)
4:00 pm: Principles of Retirement Planning - Dinner Seminar
– August 21, 2025
Location:
The Bistro
1085 Lake Murray Blvd
Irmo, SC 29063
Details:
We’ve all been told that retirement success is about knowing and reaching your savings goal. However, retirement success can be made possible by prioritizing retirement income protection. The Principles of Retirement Planning workshop is designed to help you:
Discover which retirement concerns you identify with.
Understand how to help protect income for what you need in retirement.
Identify 5 risks to protected income.
Translate potential retirement risks into retirement planning strategies.
Implement action steps towards protected income.
Registration Coming Soon!
22August 22, 2025
23August 23, 2025
24August 24, 2025
25August 25, 2025
26August 26, 2025●(1 event)
6:00 pm: Principles of Retirement Planning - Dinner Seminar
– August 26, 2025
Location:
The Bistro
1085 Lake Murray Blvd
Irmo, SC 29063
Details:
We’ve all been told that retirement success is about knowing and reaching your savings goal. However, retirement success can be made possible by prioritizing retirement income protection. The Principles of Retirement Planning workshop is designed to help you:
Discover which retirement concerns you identify with.
Understand how to help protect income for what you need in retirement.
Identify 5 risks to protected income.
Translate potential retirement risks into retirement planning strategies.
Implement action steps towards protected income.
Registration Coming Soon!
27August 27, 2025
28August 28, 2025
29August 29, 2025
30August 30, 2025
31August 31, 2025
SCHEDULE YOUR COMPLIMENTARY REVIEW
The Carolinas' Trusted Financial Planner Since 1999
