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Today's Date:
Wednesday, April 24, 2024
Home of the Retirement Geeks


Seminar Schedule / Calendar of Events

All Seminar/event dates and topics are proposed and are subject to change.

Seminars and Educational Workshops are currently suspended due to COVID-19 restrictions.

Please call (919) 881-2850 to schedule a future seminar or event.

Companies We Have Helped

Genworth Financial
To help you stay on top of your financial goals and the constantly evolving financial world, we offer educational seminars on most retirement planning topics. We also offer group or company-specific seminars and individual family-education sessions. Please do not hesitate to request a session customized for you or your group. We provide most of our one-hour local seminars at no cost, and we often provide food, drink, and/or door prizes to make them not only educational, but also fun! Please bring a friend!

We offer a broad-based seminar entitled "Meeting the Retirement Challenge" with a different focus covering three areas:

  1. Today's Trends in Retirement Planning.
  2. Where You Are Now and What Immediate Actions Can You Take?
  3. How to Maximize your Long-Term Retirement Resources?

In the workshops we often touch on the Five Fundamentals of Financial Fitness (we can go to any level of detail desired by the group):

  1. Cash Flow Maximizing
  2. Insurance Optimizing
  3. Estate Planning
  4. Real Estate and Debt
  5. Tax-Smart Investing
We will never sell, rent, or otherwise share your information with a third party.

Alternative strategies will be discussed. Investing in alternative investments may not be suitable for all investors and involve special risks such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, potentially illiquidity. There is no assurance that the investment objective will be attained. 


Securities, fee-based, and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2019.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: California, Florida, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, Texas, and Virginia. RetirementGeeks & Legacy Life Group, Inc. are independent of LPL Financial.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck
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2840 Plaza Place
Suite 206
Raleigh, NC 27612

Local: 919-881-2850
Toll Free eFax: 800-785-1070
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