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 March–April 2026

  • March 19, 2026 (1 event)


    March 19, 2026

    Location:
    Midlands Tech
    Beltline Campus, Center for Business & Information Technology Building Room 101, 316 Beltline Blvd, Columbia, SC 29205

    What 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.

    Click Here to Register

  • March 24, 2026 (1 event)


    March 24, 2026

    Location:
    Midlands Tech
    Beltline Campus, Center for Business & Information Technology Building Room 101, 316 Beltline Blvd, Columbia, SC 29205

    What 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.

    Click Here to Register

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COMMUNITY EVENTS

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

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The Carolinas' Trusted Financial Planner Since 1999