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Upcoming Classes

Wealth Management Strategies Educational Events

When it comes to your retirement, the choices you make can have a long-lasting impact. Learning about your choices before you retire can save you literally thousands of dollars. Our first priority is helping you and your family. We want to learn more about your situation and identify your goals and dreams. Open and honest communication has been the cornerstone of our foundation of success.

Taxes In Retirement

Taxes In Retirement

   Live
   Instructor: Wealth Management Strategies
    Date: 03/19/2024
    Time: 6:00 pm
    Carteret Community College ~ Wayne West Building, Room #322 ~ 3505 Arendell St. Morehead City, NC 28557

Taxes In Retirement

Taxes In Retirement

   Live
   Instructor: Wealth Management Strategies
    Date: 03/20/2024
    Time: 1:00 pm
    Carteret Community College ~ Wayne West Building, Room #322 ~ 3505 Arendell St. Morehead City, NC 28557

Taxes In Retirement

Taxes In Retirement

   Live
   Instructor: Wealth Management Strategies
    Date: 04/02/2024
    Time: 6:00 pm
    Carteret Community College ~ Wayne West Building, Room #322 ~ 3505 Arendell St. Morehead City, NC 28557

Taxes In Retirement

Taxes In Retirement

   Live
   Instructor: Wealth Management Strategies
    Date: 04/03/2024
    Time: 1:00 pm
    Carteret Community College ~ Wayne West Building, Room #322 ~ 3505 Arendell St. Morehead City, NC 28557

Taxes In Retirement

Taxes In Retirement

   Live
   Instructor: Wealth Management Strategies
    Date: 04/23/2024
    Time: 6:00 pm
    Carteret Community College ~ Wayne West Building, Room #322 ~ 3505 Arendell St. Morehead City, NC 28557

Taxes In Retirement

Taxes In Retirement

   Live
   Instructor: Wealth Management Strategies
    Date: 04/25/2024
    Time: 1:00 pm
    Carteret Community College ~ Wayne West Building, Room #322 ~ 3505 Arendell St. Morehead City, NC 28557

Understanding Social Security & Medicare

Understanding Social Security & Medicare

   Live
   Instructor: Wealth Management Strategies
    Date: 06/11/2024
    Time: 6:00 pm
    Carteret Community College ~ Room # TBD ~ 3505 Arendell St. Morehead City, NC 28557

Understanding Social Security & Medicare

Understanding Social Security & Medicare

   Live
   Instructor: Wealth Management Strategies
    Date: 06/12/2024
    Time: 1:00 pm
    Carteret Community College ~ Room # TBD ~ 3505 Arendell St. Morehead City, NC 28557

Social Security Benefit Options

Social Security Benefit Options

   Live
   Instructor: Wealth Management Strategies
    Date: 09/10/2024
    Time: 6:00 pm
    Carteret Community College ~ Room # TBD ~ 3505 Arendell St. Morehead City, NC 28557

Social Security Benefit Options

Social Security Benefit Options

   Live
   Instructor: Wealth Management Strategies
    Date: 09/11/2024
    Time: 1:00 pm
    Carteret Community College ~ Room # TBD ~ 3505 Arendell St. Morehead City, NC 28557

Social Security Benefit Options

Social Security Benefit Options

   Live
   Instructor: Wealth Management Strategies
    Date: 10/01/2024
    Time: 6:00 pm
    Carteret Community College ~ Room # TBD ~ 3505 Arendell St. Morehead City, NC 28557

Social Security Benefit Options

Social Security Benefit Options

   Live
   Instructor: Wealth Management Strategies
    Date: 10/02/2024
    Time: 1:00 pm
    Carteret Community College ~ Room # TBD ~ 3505 Arendell St. Morehead City, NC 28557