Next-Level Financial Goals: More Income. More Protection. More Confidence.

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

• 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

• Pre-retirees & retirees
• Families serious about building wealth
• Business owners & professionals
• Anyone wanting more control, less risk, and better outcomes

📅 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!

Event Venue & Nearby Stays

Hilton Garden Inn Charlotte/Ayrsley, 1920 Ayrsley Town Boulevard, Charlotte, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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