Four Sessions · September – February
The Well-Planned Life
Series
Knowledge Today. Confidence Tomorrow. A Legacy That Lasts. Attend one session or all four — each is a focused, one-hour conversation about a different stage of building a secure financial future.
The Full Series
Four topics, one path to a well-planned life.
Registration opens roughly a month before each session so reminders stay timely. Not open yet? Tell us you’re interested and we’ll email you the moment it opens.
SEPTEMBER
• Past event
Financial Freedom
Building a Strong Financial Foundation
Explore financial philosophies and strategies that align with your goals. Define your vision of retirement and learn to make smart financial decisions today that reduce future retirement risks.
Sep 17th 6:30 pm | Sep 19th 10:00 am
OCTOBER
• Past event
Smart Money Strategies
From Debt to Savings
Learn practical financial strategies to help build consistent savings and reallocate your money for growth while reducing debt.
Oct 8th 6:30 pm | Oct 10th 10:00 am
NOVEMBER
• Registration open
Building & Protecting Your Wealth
Provide for Today. Plan for Tomorrow. Build for the Future.
Learn practical strategies to build wealth, protect what you’ve worked for, and prepare your family for the future. Discover how a well-crafted will and trust can help ensure your assets are handled according to your wishes.
Nov 5th 6:30 pm | Nov 7th 10:00 am
FEBRUARY
• Opens Jan 7
Retirement Readiness
Retire with Confidence — Not Uncertainty.
Evaluate your retirement readiness, address healthcare and income planning challenges, and develop strategies to protect your savings in retirement.
Feb 4th 6:30 pm | Feb 6th 10:00 am
location
Chavis Community Center
505 Martin Luther King Jr Blvd
Raleigh, NC 27601
This seminar series is not affiliated with and is offered independently of the venue. For educational purposes only – nothing will be sold at these events.
