Empowering Individuals. Embracing Confidence in Retirement

workshops & events

Join us for a complimentary event.

Attend one of our workshops

Our aim is to guide you towards achieving all your retirement aspirations and needs. Through our workshops, we unravel complex financial concepts and provide straightforward, effective tips. Register for our upcoming events below and embark on the path to a fulfilling retirement.

Financial Workshops

Events in September–October 2025

  • September 25, 2025 (1 event)


    September 25, 2025

    Location: 
    Za’s on Devine
    2930 Devine St
    Columbia, SC 29205

    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!

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COMMUNITY EVENTS

Not First Friday Networking Hosted by Beckett Financial Group
Every 2nd Friday of the month

June Not First Friday Networking + Clothing, Shoe & Toiletry Drive
June 13, 2025

Irmo Town Limits: Concert Series
April 5, May 2 & 9 2025

SCHEDULE YOUR COMPLIMENTARY REVIEW

The Carolinas' Trusted Financial Planner Since 1999