How Money Works

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.

A Closer Look at Your Social Security Benefits

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.

Financial Challenges That Matter Most

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

Helping you achieve economic success

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.

Financial Literacy Seminars

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.

Career Development

Wednesday, April 22nd, 2015

  • Importance of Continuing Education/Internal Cross Training/ Volunteer work
  • Creating a self-assessment
  • Setting your career objectives
  • Know you value (strengths, weakness, interest personality)
  • Understand your industry (trends, educational paths, career options)

Identity Theft

Friday, August 22nd, 2014

Join us Southeast Retirement Planners for a complimentary workshop and learn….

  • Who is at risk for identity theft-
  • How thieves get your information and what they can do with it-
  • What you can do to protect your personal and financial information-
  • What you can do if you become a victim of identity theft-
  • How identity theft can affect you!

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

Life Insurance Seminar

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.

Topics covered:

  • Replacing lost income for your family
  • Covering debts and final expenses
  • Reviewing existing policies to make sure you have appropriate coverage
  • Creating a legacy through wealth transfer

Legacy Planning: Charitable Gifting

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.

Topics covered:

  • Gifting Basics
  • Gifting in Trust
  • Various Gifting Strategies
  • Tax Considerations

Could a Trust Help You and Your Family

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.

Topics covered:

  • Trust Basics
  • Commonly Used Trusts
  • Estate Taxes
  • Choosing a Trustee
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