Blowing Rock: (828)355-5834 | Morehead City: (252) 240-2400
Email: jerry@estateplanningctr.com

Events

At the Estate Planning Center, we frequently hold financial events for prospective and existing clients to help them navigate Social Security and retirement. Register for our upcoming events below.

Social Security Seminar

Location: 
Daniel Boone Inn - Boone, NC
Date: 
Thursday, August 24, 2017 - 5:30pm - 8:00pm

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Here are some of the events we have done in the past: 

May 11, 2017 – Retirement Roundtable
May 9, 2017 – Retirement Roundtable
May 4, 2017 – Getting the Most from Social Security
April 4, 2017 – Social Security And Your Retirement: Making The Most Of It
March 16, 2017 – Retirement Roundtable: Managing Your Money in the New Economy
March 14, 2017 – Retirement Roundtable: Managing Your Money in the New Economy
November 10, 2016 – Getting the Most from Social Security
November 3, 2016 – 7 Steps to Prepare Your Retirement Plan for Our New President
November 1, 2016 – Retirement Roundtable
October 4, 2016 – Getting the Most From Social Security
September 29, 2016 – 7 Steps to Prepare Your Retirement for Our New President
August 16, 2016 – Retirement Roundtable
August 11, 2016 – Retirement Roundtable
April 7, 2016 – Social Security Seminar
April 5, 2016 – Social Security Seminar
March 22, 2016 – Social Security Seminar
March 15, 2016 – Social Security Seminar
March 10, 2016 – Retirement Roundtable
March 8, 2016 - Retirement Roundtable
November 12, 2015 - Getting the Most From Social Security
November 10, 2015 - The Next Financial Storm
November 9, 2015 - Getting the Most from Social Security
October 1, 2015 - Getting the Most from Social Security
September 29, 2015 - What You Need to Know About Your IRA
June 2, 2015 - Getting the Most from Social Security
March 19, 2015 - Next Storm
March 19, 2015 - Social Security Seminar
February 10, 2015 - Portformulas Seminar
November 12, 2014 - Money Traps Original
October 15, 2014 - Social Security Seminar
October 15, 2014 - Retirement Investing for 2015 and Beyond
September 17, 2014 - Retirement Investing for 2015 and Beyond
September 25, 2014 - Money Traps Original
September 25, 2014 - Social Security Seminar

Gerald Hanifan is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Estate Planning Center is not affiliated with USA Financial Securities.

Gerald Hanifan is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AL, CA, CT, FL, IA, IL, MO, NC, NJ, NY, OH, SC, TN. For investment advisory services these states include: AL, CA, CT, FL, IA, MA, MO, NC, NJ, OH, OK, SC.  This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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