Hear about financial strategies that can help good people prepare for a great retirement.

Passport to Retirement is an in-depth, retirement planning seminar held at some of the upstate of South Carolina’s leading universities. The course covers a broad range of financial topics that may help you maximize your investments, reduce the burden of taxes, and prepare for a successful retirement.

We find that saving for retirement involves careful planning and tough decisions. There are many obstacles that retirees can face, and it’s important to know what those roadblocks are ahead of time and how to potentially avoid them. One such challenge, health care, is uncertain, and its costs are rising. Social Security and Medicare may require changes to ensure their long term dependability. In addition, countless hard working people have lost money investing in the market and are unsure of where to turn. Do these concerns sound familiar? Are you planning for the road ahead? Passport to Retirement can help.


Financial Basics
Long Term Care
Retirement Distributions
Social Security
Tax Strategies
Estate Planning
Passport to Retirement is a two-session informational seminar offered in the Spring and Fall at the below locations. For details on upcoming course dates and times email or call 864-520-8000.
Corporate & Community Seminars

If you represent an employer, community organization, or local club then you may be interested in having us as a guest speaker. We will consult with your group prior to the event and help you choose a topic and setup what works best for you. These seminars are usually single 30 minute to 1 hour sessions and are occasionally held as a lunch-n-learn. We do not currently charge to speak, instead our goal for these events is to meet new people and to help spread financial literacy in the community.


Budgeting / Personal Finance
Marketing Update / Economic Forecast
Investment Concepts / Diversification
Life Insurance / Risk Management
Social Security / Retirement Income
Healthcare in Retirement / Medicare
Tax Strategies for Retirement
Pre-Retirement Planning
Estate Planning Strategies
Below are a few of the locations that our corporate and community events have been held at. If you’re interested in having us speak, email or call 864-520-8000.