What we're about

Designed to educate pre-retirees and retirees on what they are invested in currently, what their risk tolerance is, and how to avoid unnecessary fees in the brokerage industry.

Upcoming events (1)

Investing and Planning for Retirement Educational Workshop

2326 NC-16 Business

Introduce myself to any new members that have joined. Member social time. Discuss the differences of annuity options/products. Open question time for the last 20min.

Photos (10)