Thursday, October 27th, 2016
This workshop will provide financial education and strategies for building financial independence. Some of the topics discussed will include: Debt Elimination, Saving vs. Investing, Planning for Retirement and The Importance of Having A Financial GPS. This is an informative and interactive workshop.
Monday, July 27th, 2015
Social Security will be an important part of retirement resources. Significant funds can be lost if you do not plan in advance, especially, if you are married. This seminar will provide an in-depth explanation on the retirement, disability and death benefits of social security.
Monday, July 27th, 2015
Educational seminar that helps your employees assess their current financial situation and focus on bringing stability to their finances with insurance protection
Wednesday, June 17th, 2015
At BB&T, we work hard every day to do what’s in the best interest of our clients. It’s our mission to help you meet your financial goals, and our BB&T Community Outreach seminars are designed to get you started. This series of financial seminars presents guidelines for smart money managemet, and helping to ensure that you finish well.
Friday, May 1st, 2015
BB&T is committed to educating and being a strong financial partner within our communities. We offer seminars on a wide varitey of topics including Budgeting, Identity Theft Protection, Financial Planning, and 1st time home buyers seminars.
These seminars do not cost your company anything to offer to your employees.
Wednesday, April 22nd, 2015
Friday, August 22nd, 2014
Join us Southeast Retirement Planners for a complimentary workshop and learn….
Attendees will receive a special client Identity Theft Report!
August 28th 12-1pm
Court Street Grill, Lincolnton
Seating is limited please call to reserve your seat today 828-855-2067
Friday, August 16th, 2013
This Seminar discusses why now is a great time to make sure that you and your family are adequately protected. We will take a look at what life insurance is, the different types offered, and how it can be used as an investment vehicle.
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Friday, August 16th, 2013
This presentation will provide an overview of the basics of gifting and gifting strategies for charitably inclined individuals, including the pros and cons of various gifting techniques.
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Friday, August 16th, 2013
For many families, the use of a trust can be an important part of their estate and incapacity plan. This presentation provides an introduction to trusts as well as an overview of the uses of various trusts for differing estate planning needs.
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