Take the first step toward reaching your Financial Goals
Get the information that can help you live a confident retirement.
Attend an Event
Our events focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our events to learn how addressing these concerns can help you feel more confident about the days ahead:
Tax Planning Seminars:
January 22, 2026 - January 22, 2026
Educational Class
Lexington County Public Library
February 3, 2026 - February 3, 2026
Retirement Planning Today
Midlands Technical College Irmo Campus
February 5, 2026 - February 5, 2026
Retirement Planning Today
Midlands Technical College Irmo Campus
February 12, 2026 - February 12, 2026
Retirement Planning Today
Midlands Technical College Irmo Campus
April 14, 2026 - April 14, 2026
Educational Class
Ballentine Library
May 7, 2026 - May 7, 2026
Retirement Planning Today
Midlands Technical College Northeast Campus
May 12, 2026 - May 12, 2026
Retirement Planning Today
Midlands Technical College Northeast Campus
May 14, 2026 - May 14, 2026
Retirement Planning Today
Midlands Technical College Northeast Campus
May 19, 2026 - May 19, 2026
Retirement Planning Today
Midlands Technical College Northeast Campus
October 27, 2026 - October 27, 2026
Educational Class
Ballentine Library
Educational Webinars:
Special Events:
February 24, 2026
Wine and Wisdom
Preservation Specialists LLC
March 19, 2026
Movie Night
Regal Sandhill Village
April 18, 2026
Family Picnic
Saluda Shoals Park (The WaterOak Shelter)
October 1, 2026
Movie Night
Regal Columbiana Grande
October 15, 2026
Octoberfest
Preservation Specialists LLC
November 25, 2026
Thanksgiving Pie Pickup
Preservation Specialists LLC
Rather meet One-on-one?
Schedule a meeting with one of our team members to create your financial strategy today.