Events and Seminars

 

Save the Dates!

 

You are always invited to bring a guest!  Remember to call or email our office to RSVP for workshops and events. 

The investor should carefully consider the investment objectives, risks, charges and expenses of the mutual funds offered by American Funds. This and other important information is contained in the prospectus which can be obtained by calling your Registered Representative at (843) 402-0514. Read the prospectus carefully before investing. 

Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC Cetera is under separate ownership from any other named entity.

 

 

In addition to pre-retirement seminars, we also host monthly informative workshops on financial topics. If you are interested in learning more about college funding, family insurance, retirement investment strategies, identity theft, or purchasing a home, check this page periodically for updates on upcoming seminars to attend. 

We also host social events for our clients that are just plain fun. So if you're already a client, please check this page for upcoming events!