Next-Level Financial Goals: More Income. More Protection. More Confidence.
About this Event
Next-Level Financial Goals: More Income. More Protection. More Confidence.
🧠 Event Overview
If you’re still relying on traditional retirement strategies… you’re already behind.
This high-impact financial seminar is designed to help individuals, families, and business owners take control of their financial future using smarter, more strategic planning.
We’re not talking theory—we’re showing you real strategies used to:
✔️ Create tax-efficient retirement income
✔️ Protect your wealth from market volatility
✔️ Reduce unnecessary taxes (now and in retirement)
✔️ Build long-term care protection into your plan
✔️ Leave a meaningful legacy for your family
💡 What You’ll Learn
- Why most retirement plans fall short (and how to fix it)
- How to generate income you won’t outlive
- The truth about taxes in retirement (and how to minimize them)
- Strategies to protect your money while still growing it
- How to turn your savings into a lifetime income stream
👥 Who Should Attend
- Pre-retirees & retirees
- Families serious about building wealth
- Business owners & professionals
- Anyone wanting more control, less risk, and better outcomes
📍 Event Details
📅 Date: Sat. Aug 22nd, 2026
📍 Location: Hilton Garden Inn Charlotte/Ayrsley
1920 Ayrsley Town Blvd, Charlotte, NC 28273
⏰ Time: 10:00 AM (see complete agenda below)
🎟️ Admission: *$10+ entry including: lite lunch and refreshments
✅ BONUS: Supercharged Your Mindset with Life's Coach
Bring your questions—we’ll also offer complimentary strategy sessions for attendees who want a personalized game plan.
Seats are limited and this topic is in high demand.
👉 Reserve your spot now and take the first step toward financial clarity and confidence.
If you need to speak with anyone before registration, call/text message Polly at 704.609.1313.
See you soon!
Agenda
🕑: 09:00 AM - 10:00 AM
Speed Networking
🕑: 10:15 AM - 12:30 PM
Next-Level Financial Goals: More Income. More Protection. Career Opportunity
🕑: 12:30 PM - 03:00 PM
Lunch Break-Networking | Associates Training
Where is it happening?
Event Location & Nearby Stays:
USD 13.42
