Broker Check

Events

As a break from Zoom fatigue that we may all be experiencing...our events are on pause.

Check back soon!

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 1, 2026

10:00a - 12:00p

HUB - The Pecan Room

November 13, 2025

9:30a - 11:30a

Dimensional Fund Advisors Charlotte

September 19, 2025

9:30a - 11:30a

HUB at thExchange - Pecan Room

April 24, 2025

10:00a - 11:30a

HUB at thExchange

January 16, 2025

10:00a - 11:30a

HUB at thExchange

August 19, 2021

6:00p - 6:45p

Zoom Webinar

Savvy Social Security Seminar for Women

Learn the value of Social Security, all about Spousal Benefits, Survivor Benefits, and rules and strategies pertaining to you Retirement and Social Security.

July 15, 2021

6:00p - 6:45p

Zoom Webinar

Savvy Social Security Seminar for Women

Learn the value of Social Security, all about Spousal Benefits, Survivor Benefits, and rules and strategies pertaining to you Retirement and Social Security.

May 20, 2021

6:00p - 7:00p

Zoom Webinar

Savvy Social Security Seminar for Women

Learn the value of Social Security, all about Spousal Benefits, Survivor Benefits, and rules and strategies pertaining to you Retirement and Social Security.

April 15, 2021

6:00p - 7:00p

Zoom Webinar

Savvy Social Security Seminar for Women

Learn the value of Social Security, all about Spousal Benefits, Survivor Benefits, and rules and strategies pertaining to you Retirement and Social Security.

March 25, 2021

6:00p - 7:00p

Zoom Webinar

Should I Stay or Should I Go?

Should I Stay or Should I Go? An Overview of the Factors to Consider When Making IRA Rollover Decisions

March 18, 2021

1:00p - 2:00p

Zoom Webinar

Savvy Social Security Seminar for Women

Learn the value of Social Security, all about Spousal Benefits, Survivor Benefits, and rules and strategies pertaining to you Retirement and Social Security.

February 18, 2021

6:00p - 7:00p

Zoom

Savvy Social Security Seminar for Women

What Women need to know about Retirement Income and Social Security. Learn the value of Social Security, all about Spousal Benefits, Survivor Benefits, and rules and strategies pertaining to your Retirement and Social Security.

November 5, 2020

6:00p - 7:00p

Zoom

Savvy Social Security Seminar

What baby boomers need to know to help maximize retirement income. Learn the answers to your questions: Will Social Security be there for me?  How much can I expect to receive? When should I apply for Social Security? How can I maximize my benefits?  Will Social Security be enough to live on retirement?

June 25, 2020

6:00p - 7:00p

Zoom

Savvy Social Security Seminar

What baby boomers need to know to help maximize retirement income. Learn the answer to your questions: - Will Social Security be there for me? - How much can I expect to receive? - When should I apply for Social Security? - How can I maximize my benefits? - Will Social Security be enough to live on in retirement?

Event Registration

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