Call 910.616.6701 to register for an upcoming course.


803 S College Road, Suite G, Wilmington, NC 28403

Brunswick Community College - Main Campus
Room B-106
50 College Road, Bolivia, NC, 28422

Brunswick Community College - Leland Center
Room 208/209
2045 Enterprise Dr NE, Leland, NC 28451

Taxation In Retirement

Offered Through the Prepare Institute, a non-profit organization. Prepare Logo

This course will focus on strategies to minimize the high impact of taxation over your lifetime.

This class is designed to help current and future retirees learn ways to:

  • Leverage the Secure and the Cares Acts to help maximize tax savings.
  • Avoid a 50% penalty tax on forced distributions (common advisor mistake).
  • Build a tax-free retirement.
  • Minimize the taxation on Social Security benefits.
  • Properly diversify tax risk and optimize retirement spending power.
  • Develop legacy planning techniques to lessen or eliminate taxes on wealth transfers.
  • Use more tax-efficient gifting strategies.

Brunswick Community Colleges

Tuesday, April 16th from 10am-11:30am at Brunswick Community College - Leland
Wednesday, April 17th from 6pm-7:30pm at Brunswick Community College - Main Campus

Tuesday, September 10th from 6pm-7:30pm at Brunswick Community College - Main Campus
Wednesday, September 11th from 10am-11:30am


Thursday, August 1st from 10am-11:30am
Tuesday, August 6th from 6pm-7:30pm

Tuesday, October 15th from 10am-11:30am
Wednesday, October 16th from 6pm-7:30pm

Educational Retirement Course

Offered Through the Prepare Institute, a non-profit organization. Prepare Logo

Learn about how Today’s Retirement World is different from the past and strategies designed to help prepare for and maintain a retirement plan in today’s global and ever-changing financial world.

This Course Will Address The Following Subjects:

  • Tax-Efficient Strategies
  • SECURE Act and CARES Act
  • Income Planning
  • Social Security
  • Wealth Management
  • SECURE Act and CARES Act
  • Health Care and Insurance
  • Legacy Strategies

This Class is Designed Specifically for:

  • Individuals and/or couples who are retired or will be retiring in the next 10 years.
  • Individuals looking for important retirement education and knowledge that is not available in most schools and universities.
  • Investors looking for easy-to-understand information on how investments and the markets really work.
  • Current and future retirees who are concerned about the future of U.S. tax rates and trends

Brunswick Community Colleges

Click Here to Register!

Wednesday, April 24th and May 1st from 5pm-9:30pm (class from 6pm-9pm) - Leland
Tuesdays, April 30th and May 7th 9am-1:30pm (class from 10am-1pm) - Leland

Tuesdays, September 17th & 24th from 6pm-9pm at Brunswick Community College - Leland
Wednesdays, September 25th & October 2nd from 10am-1pm at Brunswick Community College - Leland


Thursdays, August 8th & 15th from 10am-1pm
Tuesdays, August 13th & 20th from 6pm-9pm

Wednesdays, October 23rd & 30th from 6pm-9pm
Tuesdays, October 29th & November 5th from 10am-1pm

It is our philosophy at Carolina Retirement Planners that our guests, clients and staff come first. Please join us for our regularly scheduled retirement workshops, our monthly Happy Half-Hour event, the 1st Thursday of each month at 4:30pm on our Facebook page

Cheers to good health, staying safe and your best retirement!

Click here to visit the Carolina Retirement Planners Facebook Page

Click here for a listing to watch all past Happy Half-Hour events.

Click here to be added to our email list for upcoming event.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
These events are not sponsored or endorsed by, nor affiliated with UNCW or Brunswick Community College.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Carolina Retirement Planners is stated or implied. Our firm is not affiliated with the U.S. government or any governmental agency.

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