This class is specifically for those with more than $250k in retirement savings. This material is not for industry professionals.

After registering, a member of our team will call you to confirm your registration.

Limited Seating - Register Today

$49 registration - Complimentary

OR

Tuesday
July 27th
6:00pm - 9:30pm

Saturday
July 24th
9:00am - 1:00pm

University of North Carolina Wilmington
601 S. College Rd. 
Wilmington, NC 28403

Retirement Planning in Today’s Economy

Local financial advisor reveals how NORTH CAROLINA residents are building a thriving retirement plan in order to help maximize the impact of their retirement strategy. 


You, too, could plan an enjoyable retirement using these easy-to-follow principles. 

It’s Never Too Late To Start Planning Your Retirement. 
There's Still Time To Make A Difference!

Planning for retirement can be overwhelming. We make the process simple and show you how to potentially avoid common, often costly, mistakes. 

This free event has been tailored to provide you with the insight you need to avoid potential pitfalls when planning for retirement. You'll also gain access to strategies you could use to make strides in the right direction. 

Gain the right knowledge today to create a well-planned retirement for tomorrow.

Come meet our professional advisors and leave with the confidence to build a rewarding retirement.

REGISTRATION BONUS: 
Register today and you'll receive our value-packed 164-page workbook.

Complimentary Live Event: 
For NORTH CAROLINA Residents Who Want To Live Comfortably In Retirement

Learn how to align your retirement and financial goals.

Receive Personalized
Professional Advice

We limit our event attendance. This makes it easier for you to receive guidance, have questions answered and provide you with additional knowledge to help achieve your retirement goals.  

You will also have the opportunity to schedule a one-on-one consultation with your advisor following the event.

You'll Walk Away From This Event With...

Your Complimentary, Take-Home Workbook

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Goal Setting

Expert Guidance

Understand investment taxes and discover tax-friendly strategies.

Peace Of Mind

Embrace your future, financial freedom, and independence.

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Start Your Journey Toward A Stress-Free Retirement Today

Normal Price $49Register Now

YES! I DESERVE A STRESS-FREE RETIREMENT

*Limited Spots Available, Register Now To Reserve Your Seat!

(Additional workbooks are available for $24.)

When you attend the event, you will receive a comprehensive 164-page workbook to use as a resource. 

Inside, you'll find all of the content that is covered in the course, as well as a valuable take-home resource for your retirement planning journey.

**VENUE NAME**
**VENUE Address**

EVENT LOCATION

EVENT TIME & DATE

July **th & **th: 6:30 - 9:00pm 

July **h: 9:00am - 1:00pm

*This event is in no way sponsored or endorsed by, nor affiliated with the venue.

RESERVE MY FREE SEAT TODAY

EVENT LOCATION

EVENT TIMES & DATES

University of North Carolina Wilmington
601 S. College Rd. 
Wilmington, NC 28403

or

or

Saturday
July 24th
9:00am - 1:00pm

Tuesday
July 27th
6:00pm - 9:30pm

University of North Carolina Wilmington
601 S. College Rd. 
Wilmington, NC 28403

Saturday
July 24th
9:00am - 1:00pm

Tuesday
July 27th
6:00pm - 9:30pm

Carolina Retirement Planners is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Carolina Retirement Planners are not affiliated companies

Copyright © 2021 Emerging Advisor, LLC | Privacy Policy

This is not a part of the Facebook website and is not endorsed by Facebook, Inc. This workshop and insurance sales presentation is strictly informational. Not sponsored by or in any way affiliated with the venue where the event is being held or any governmental agency. No specific products will be promoted; however, you will be offered an opportunity to schedule a follow up consultation with the presenter where investments and/or insurance products may be presented or offered. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance carrier. By providing your phone number, you are consenting to receive calls and SMS/MMS msgs, including autodialed and automated calls and texts, to that number from the event. Msg&data rates may apply. Terms & conditions/privacy policy apply. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of the hosting firm is stated or implied. 

Meet Your Instructors

David & Sam Shucavage 

David & Sam are the Founders of Carolina Retirement Planners located in Wilmington, NC. For over 15 years they have helped people reach and maintain their financial goals. They are passionate about providing financial education to people in their community.
David & Sam specialize in income planning with an emphasis on safe-money retirement strategies. One of the most rewarding parts of their career is helping their neighbors take advantage of strategic tax planning that may allow them to keep more of their hard-earned retirement savings. Hosting events like this is an important way for them to help those in the Wilmington area.