Your Taxes & Retirement


If you’ve retired or are nearing retirement and want to learn how 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 how to turn your IRA or 401k into a tax-friendly account, how to reduce or eliminate unnecessary taxes, and even how 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 class 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 students, guests, clients and staff come first. With the rise of COVID cases in our area we feel it is in the best interest of 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.

© Copyright 2021. Carolina Retirement Planners. All Rights Reserved.
Website & Hosting by BlueTone Media