Your Taxes & Retirement
If you’ve retired or are nearing retirement and want to learn ways to potentially avoid losing part of your IRA or 401k to the IRS in taxes, we invite you to attend this event!
At this "Your Retirement & Taxes" event, you’ll learn ways to help turn your IRA or 401k into a tax-friendly account, reduce or eliminate unnecessary taxes, and even ways to potentially enjoy a tax-free retirement.
We are waiving the registration fee if you sign up here, but seating is limited!
Locations & Dates
UNCW
803 S College Road, Suite G, Wilmington, NC 28403
Brunswick Community College - Main Campus
50 College Road, Bolivia, NC, 28422
Brunswick Community College - Leland Center
2045 Enterprise Dr NE, Leland, NC 28451
Full Retirement Planning Course
If you’re ready to re-think your retirement, we’d love for you to join us at our full retirement program when we present "Retirement Planning in Today's Economy."
Are you missing opportunities for an even better retirement?
Please join us for our full retirement programs.
Some of the topics covered are:
- Income Planning, Investments
- Taxes
- Health Care
- Wills & Trusts
Each workshop is a total of 6 hours. Saturday programs are all day and break for 1.5 hour lunch. Weekday programs are over 2 nights, with 3 hours each night.
Locations
UNCW
803 S College Road, Suite G, Wilmington, NC 28403
Brunswick Community College - Main Campus
50 College Road, Bolivia, NC, 28422
Brunswick Community College - Leland Center
2045 Enterprise Dr NE, Leland, NC 28451
It is our philosophy at Carolina Retirement Planners that the health of our guests, clients and staff come first. With the rise of COVID cases in our area we feel it is better for everyone that we continue to hold virtual events at this time. Please join us for our regularly scheduled retirement event, Happy Half-Hour, every Thursday at 4:30pm on our Facebook page.
Thank you for understanding as we navigate our way through this headache of a pandemic together.
Cheers to good health and staying safe!
Click here to visit the Carolina Retirement Planners Facebook Page
Click here for a listing to watch all past Happy Half-Hour events.
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.