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Educational Seminars and Workshops:

To help you stay on top of your financial goals and the constantly evolving financial world, we offer educational seminars on most retirement planning topics. We also offer group or company-specific seminars and individual family-education sessions. Please do not hesitate to request a session customized for you or your group. We provide most of our one-hour local seminars at no cost, and we often provide food, drink, and/or door prizes to make them not only educational, but also fun. Please bring a friend!

Each month, we also offer a broad-based seminar entitled "Meeting the Retirement Challenge" with a different focus covering three areas:

  1. Today's Trends in Retirement Planning.
  2. Where You Are Now and What Immediate Actions Can You Take?
  3. How to Maximize your Long-Term Retirement Resources?

In the workshops we often touch on the Five Fundamentals of Financial Fitness (we can go to any level of detail desired by the group):

  1. Cash Flow Maximizing
  2. Insurance Optimizing
  3. Estate Planning
  4. Real Estate and Debt
  5. Tax-Smart Investing

Seminar Schedule / Calendar of Events for the Next Twelve Months 

All seminar/event dates and topics are proposed and subject to change.

August 20th
Seminar: Retirement Planning for Small Business Owners
Financial Thought of the Month:
Consider reducing transportation expenses by working at home periodically (if you can), carpooling with a coworker, or taking public transit if it is available. When maintaining a vehicle, practices such as keeping your tires properly inflated, being mindful of sudden stops and starts, and driving within the speed limit on highways can result in better gas mileage.
September 17th Event: Annual Tennispalooza/Bowl-A-Thon to benefit Junior Achievement, sponsored by RetirementGeeks.
Financial Thought of the Month:
As winter approaches remember that, a programmable thermostat, new windows or doors, and other improvements may help reduce wasted energy. Certain improvements may qualify for utility company rebates, which reduce your out-of-pocket cost, or tax credits.
October 15th Seminar: Private Event
Financial Thought of the Month:
Set a budget for year-end holiday gifts. You can economize by buying on sale, purchasing fewer gifts, or participating in group gifts with other family members.
November 5th Event: Annual Bowl-A-Thon to benefit Junior Achievement, sponsored by RetirementGeeks.
Financial Thought of the Month:
Consider scheduling a year-end review with your financial advisor. As part of the discussion, determine whether your investments reflect your risk tolerance and time horizon. Ask your advisor how you can make changes if necessary.
December 9th Seminar: S.M.A.R.T. Strategies for Maximizing Your Retirement Assets
Financial Thought of the Month:
Determine whether you are on track to invest as much as you can afford for retirement. If you are not investing the maximum permitted by your employer-sponsored plan or your IRA, consider whether you can afford to increase your contribution for the following year. Consult your financial advisor about whether you are on track to invest as much as you will need for living expenses during your later years. If not, consider strategies that will help you save more.
January 30th Seminar: Private Educational Seminar
Financial Thought of the Month:
Pay off any holiday season credit card bills as soon as the charges show up on your monthly statement or else the cost of those items will continue to rise. Next attack your other resolutions like refinancing any item billed to you periodically. Lastly attack those additional financial resolutions like updating your estate planning!
February 2nd Event: Super Bowl LIV
8th Event: 14th Annual Valentine's Vegas Gala
18th Seminar: We're doing several private corporate educational seminars this month - contact us now to schedule one for your group at no cost to you.
Financial Thought of the Month:
Consider getting tax-related documents ready ahead of time to avoid a last-minute rush. Make sure that you have received all necessary paperwork from your employer and your financial institutions. Gather receipts that can document tax deductions. Remember to max out contributions for which you qualify to SEP, Traditional and Roth IRA's that you can afford.
March 19th Seminar: Private Educational Seminar
Financial Thought of the Month:
Review your retirement plan, insurance policies, and other financial accounts to make sure your beneficiary designations are correct. Make changes if necessary. Note that if you are married and participate in an employer-sponsored retirement plan, you are required to name your spouse as your beneficiary. If you desire to designate someone else, your spouse is required to consent in writing.
April 19th Seminar: Private Event
Financial Thought of the Month:
If you don't have a will, consider contacting an estate planning attorney to start the process of creating one. If you do have a will, determine whether any revisions are necessary.
May 5th Event: RetirementGeek 17-Year Anniversary on Cinqo De Mayo and Client Appreciation Event.
  21st Seminar: The Five Fundamentals of Financial Fitness
  • Cash Flow Maximizing
  • Insurance Optimizing
  • Tax-Smart Investing
  • Real Estate and Debt Management
  • Estate Planning
Financial Thought of the Month:
Review memberships, premium cable channels, and other discretionary items to determine whether they are being used on a regular basis. For those that are not being used, consider cancelling and allocating this money to more productive areas.
June 18th Seminar: Strategies for a Sustainable Income in Retirement
Financial Thought of the Month:
Warmer weather prompts many households to plan a vacation. Determine whether you could enjoy an affordable vacation near your home, a getaway during the off-season, or a "staycation" where you plan something pleasant locally.
July 23rd Seminar: 2020 Mid-Year Outlook.
Financial Thought of the Month:
Make sure you have adequate emergency savings that you can access for medical bills, home repairs, a period of unemployment, or another unexpected event. Many financial planners recommend keeping between three and six months' worth of income on hand.

Register For This Seminar
Day Phone*    
  This form is temporarily disabled. Please call 919-881-2850 to register for an upcoming seminar.

Alternative strategies will be discussed. Investing in alternative investments may not be suitable for all investors and involve special risks such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, potentially illiquidity. There is no assurance that the investment objective will be attained. 

We will never sell, rent, or otherwise share your information with a third party.


A Partial List of Some Companies We Have Helped

IntraHealth International

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ATF Logo
US Marshals
Sony Ericsson
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Our Lady of Lourdes

Broughton High School

The above companies and the products and services they provide are not affiliated or endorsed by LPL Financial.



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