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 June–July 2025

  • July 8, 2025 (1 event)


    July 8, 2025

    Location:

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

  • July 29, 2025 (1 event)


    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 31, 2025 (1 event)


    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.

RSVP YOUR SPOT

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

It’s Your Money, Your Future, Your Move

see what else WE HAVE TO OFFER

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The Carolinas' Trusted Financial Planner Since 1999