Upcoming Events

March 2024


Monday, March 11: Seminar: 6 Reasons You May Need More Money for Retirement and Steps You Can Take Now to Address These Issues – Bluffton, South Carolina
 
Wednesday, March 13: Seminar: 6 Reasons You May Need More Money for Retirement and Steps You Can Take Now to Address These Issues – Bluffton, South Carolina


The seminar hosted on March 11 is sponsored and financially supported by T. Rowe Price Investment Services, Inc.  The seminar hosted on March 13 is sponsored and financially supported by BlackRock.  They are educational in nature – no company specific products will be discussed.



April 2024


Tuesday, April 9: Seminar: 6 Reasons You May Need More Money for Retirement and Steps You Can Take Now to Address These Issues – Savannah, Georgia

Thursday, April 11: Seminar: 6 Reasons You May Need More Money for Retirement and Steps You Can Take Now to Address These Issues – Savannah, Georgia

 
The seminar hosted on April 9 is sponsored and financially supported by PIMCO Global Wealth Management and Invesco.  The seminar hosted on April 11 is sponsored and financially supported by Macquarie Asset Management.  They are educational in nature – no company specific products will be discussed.

 

May 2024


Monday, May 6: Seminar: 6 Reasons You May Need More Money for Retirement and Steps You Can Take Now to Address These Issues – Bluffton, South Carolina

Thursday, May 9: Seminar: 6 Reasons You May Need More Money for Retirement and Steps You Can Take Now to Address These Issues – Bluffton, South Carolina


The seminar hosted on May 6 is sponsored and financially supported by PGIM Investment LLC.  The seminar hosted on May 9 is sponsored and financially supported by PIMCO Global Wealth Management and Fidelity.  They are educational in nature – no company specific products will be discussed.

 

September 2024


Tuesday, September 10: Seminar: 6 Reasons You May Need More Money for Retirement and Steps You Can Take Now to Address These Issues – Savannah, Georgia
 
Thursday, September 12: Seminar: 6 Reasons You May Need More Money for Retirement and Steps You Can Take Now to Address These Issues – Savannah, Georgia


The September seminars are sponsored and financially supported by First Trust. They are educational in nature – no company specific products will be discussed.

 

October 2024


Tuesday, October 15: Seminar: 6 Reasons You May Need More Money for Retirement and Steps You Can Take Now to Address These Issues – Bluffton, South Carolina
 
Thursday, October 17: Seminar: 6 Reasons You May Need More Money for Retirement and Steps You Can Take Now to Address These Issues – Bluffton, South Carolina

 
The seminar hosted on October 15 is sponsored and financially supported by First Trust.  The seminar hosted on October 17 is sponsored and financially supported by Lincoln Financial Group, WestEnd Advisors, and Goldman Sachs.  They are educational in nature – no company specific products will be discussed.

 


For more information on the events above or to attend, please contact Tracy Dreary, Client Associate at (912) 921-3439 or Tracy.Dreary@WFAdvisors.com.

If you would like to see educational seminars on topics of interest not included here, please click on the “Contact Us” button above and let us know what you would like to learn more about.