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 April–May 2026
May 14, 2026 (1 event)
May 14, 2026Location:
Lexington County Main Library
Large Meeting Room (Downstairs)
5440 Augusta Rd
Lexington, SC 29072What You’ll Learn
- IRA WITHDRAWALS: How withdrawals from your IRA could cause you to lose up to one-third of your Social Security.
- Learn how you may be able to DEFER & REDUCE TAXES in retirement.
- Reduce or potentially ELIMINATE TAXES on your Social Security.
- Learn how to get tax-free INCOME, tax-free LONG-TERM CARE protection, and a tax-free LEGACY to your heirs.
- What steps you can take NOW to stay ahead of INFLATION!
- Discover how to PROTECT your portfolio from market losses while still growing along with the market.
- RETIREMENT INCOME strategies you can use so you don’t outlive your money.
- Maximize the LEGACY left to your children, grandchildren, and charity.
- Learn to navigate STOCK MARKET VOLATILITY and protect your assets.
Registration Coming Soon
RSVP YOUR SPOT
COMMUNITY EVENTS
Not First Friday Networking Hosted by Beckett Financial Group
Every 2nd Friday of the month
- WECO Bottle & Biergarten: 626 Meeting St., West Columbia, SC 29169
- 2:00pm - 4:00pm