FOCUSED ON EDUCATION

At Berry Financial Group we are committed to helping retirees and pre-retirees Build, Protect and Preserve their assets.  Throughout the year we host many complementary dinner events aimed to educate and provide crucial information for those at or nearing retirement.  Important Topics Covered Include:

THE SEVEN COMMON FINANCIAL TOOLS

Are they suitable for your retirement portfolio?

THE MARKETS

Will your retirement income come up short if the markets drop sometime during your retirement?

TAXES

What tax bracket will you likely be in during retirement, and how does that influence your financial strategy?

RETIREMENT SAVINGS

How much money will you need to save so that you don’t run out?

SOCIAL SECURITY

How can you maximize your benefits and protect your spouse?

LONGEVITY RISKS

At what age will you likely need assisted care, and how much will it likely cost?

RETIREMENT INCOME

How much money can you take each year? How does that change if the markets decline?

 

SELECT YOUR LOCATION TO VIEW SEMINAR DATES

MYRTLE BEACH, SC

10

THUR

JUN

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

15

TUES

JUN

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

17

THUR

JUN

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

20

TUES

JUL

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

22

THUR

JUL

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

27

TUES

JUL

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

 
 

WILMINGTON, NC

25

TUES

MAY

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

26

WED

MAY

DINNER SEMINAR  /

RUTH'S CHRIS STEAK HOUSE

03

THUR

JUN

DINNER SEMINAR  /

PORT CITY CHOP HOUSE

08

TUES

JUN

DINNER SEMINAR  /

PORT CITY CHOP HOUSE

 

SOUTHPORT, NC

09

THUR

SEP

DINNER SEMINAR  /

MR. P'S BISTRO