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:
September 15
Educational Class
Lexington County Public Library
5440 Augusta Rd
Lexington, SC 29072 United States
5440 Augusta Rd
Lexington, SC 29072 United States
September 17
Educational Class
Lexington County Public Library
5440 Augusta Rd
Lexington, SC 29072 United States
5440 Augusta Rd
Lexington, SC 29072 United States
October 27
The Psychology of Retirement Movie
Regal Northlake Village
929 N Lake Dr.
Lexington, SC 29072 United States
929 N Lake Dr.
Lexington, SC 29072 United States
Educational Webinars:
Special Events:
October 1
Movie Night
Regal Columbiana Grande
1250 Bower Parkway
Columbia, SC 29212 United States
1250 Bower Parkway
Columbia, SC 29212 United States
October 15
Octoberfest
For PS Clients Only
Preservation Specialists LLC
700 Saturn Parkway
Columbia, SC 29212 United States
700 Saturn Parkway
Columbia, SC 29212 United States
November 25
Thanksgiving Pie Pickup
For PS Clients Only
Preservation Specialists LLC
700 Saturn Parkway
Columbia, SC 29212 United States
700 Saturn Parkway
Columbia, SC 29212 United States
Rather meet One-on-one?
Schedule a meeting with one of our team members to create your financial strategy today.