My Calendar

Events in July–August 2025

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
June 30, 2025

July

July 1, 2025
July 2, 2025
July 3, 2025
July 4, 2025
July 5, 2025
July 6, 2025
July 7, 2025
July 8, 2025(1 event)

6:00 pm: Retirement Education Workshop


July 8, 2025

Location:

Midlands Tech - Harbison Campus
7300 College St
Continued Education Building, Room 113
Irmo, SC 29063

July 9, 2025
July 10, 2025
July 11, 2025
July 12, 2025
July 13, 2025
July 14, 2025
July 15, 2025
July 16, 2025
July 17, 2025
July 18, 2025
July 19, 2025
July 20, 2025
July 21, 2025
July 22, 2025
July 23, 2025
July 24, 2025
July 25, 2025
July 26, 2025
July 27, 2025
July 28, 2025
July 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.
July 30, 2025
July 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

August 1, 2025
August 2, 2025
August 3, 2025
August 4, 2025
August 5, 2025
August 6, 2025
August 7, 2025
August 8, 2025
August 9, 2025
August 10, 2025
August 11, 2025
August 12, 2025
August 13, 2025
August 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!

August 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!

August 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!

August 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!

August 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!

August 19, 2025
August 20, 2025
August 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!

August 22, 2025
August 23, 2025
August 24, 2025
August 25, 2025
August 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!

August 27, 2025
August 28, 2025
August 29, 2025
August 30, 2025
August 31, 2025

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The Carolinas' Trusted Financial Planner Since 1999