Upcoming Events

2022 Client Appreciation Oktoberfest

When: Thursday, October 13, 2022 - 3:00 pm - 7:00 pm
Where: 5104 Bur Oak Circle, Raleigh, NC 27612
Host: Legacy Wealth Strategies
Phone: 919-341-1730
 

Protection Strategies

Put our knowledge on your side

Earning power could be your greatest asset. If you left the picture tomorrow, your savings might not protect your family as much, as insurance could right now. Insurance can provide financial protection that could mean all the difference to your family.

This workshop focuses on these key issues and demonstrates why owning insurance can offer protection:

  • Your earning power may be tremendous, but it's only realized over time
  • Employer-owned insurance ends when the job ends
  • Being underinsured could jeopardize the stability of your family
  • the need for long-term care could be one of the biggest threat to your assets

GE59236 (Exp 12/12)

When: Thursday, October 13, 2022 - 4:00 pm
Where: 5104 Bur Oak Circle
Raleigh, NC 27612
Host: Rafael Lamo Arbelaez
Phone: 919-341-1730
 

Building Your Retirement Pyramid

Lifestyle decisions, in addition to assets, may determine whether an individual has a successful retirement. Explore the financial, emotional and lifestyle concerns many face when planning for retirement, and when they should be addressed to take appropriate action.

When: Thursday, October 13, 2022 - 4:00 pm
Where: 5104 Bur Oak Circle
Raleigh, NC 27612
Host: Ben Kadlec
Phone: 919-341-1730
 

ABCs of Variable Annuities

Put our knowledge on your side

You’ve maxed out your pension contributions but still need to save more for retirement. Your next investments should be tax-deferred vehicles that offer growth potential, carry a death benefit, and guarantee* income for retirement for as long as you need it.

This workshop explains annuities and what they offer:

  • Tax-deferred growth potential
  • Guaranteed* income for life
  • Guaranteed* death benefit

GE 66090 (Exp 11/13)

* Guarantees are based on the claims-paying ability of the issuing insurance company.

When: Thursday, October 13, 2022 - 4:00 pm
Where: Legacy Wealth Strategies
5104 Bur Oak Circle
Raleigh, NC 27612
Host: David Templeton
Phone: 919-341-1731
 

Building Your Retirement Pyramid

Lifestyle decisions, in addition to assets, may determine whether an individual has a successful retirement. Explore the financial, emotional and lifestyle concerns many face when planning for retirement, and when they should be addressed to take appropriate action.

When: Thursday, October 13, 2022 - 4:30 pm
Where: 5104 Bur Oak Circle
Raleigh, NC 27612
Host: Ben Kadlec
Phone: 919-341-1730
 

Protection Strategies

Put our knowledge on your side

Earning power could be your greatest asset. If you left the picture tomorrow, your savings might not protect your family as much, as insurance could right now. Insurance can provide financial protection that could mean all the difference to your family.

This workshop focuses on these key issues and demonstrates why owning insurance can offer protection:

  • Your earning power may be tremendous, but it's only realized over time
  • Employer-owned insurance ends when the job ends
  • Being underinsured could jeopardize the stability of your family
  • the need for long-term care could be one of the biggest threat to your assets

GE59236 (Exp 12/12)

When: Thursday, October 13, 2022 - 4:30 pm
Where: 5104 Bur Oak Circle
Raleigh, NC 27612
Host: Rafael Lamo Arbelaez
Phone: 919-341-1730
 

ABCs of Variable Annuities

Put our knowledge on your side

You’ve maxed out your pension contributions but still need to save more for retirement. Your next investments should be tax-deferred vehicles that offer growth potential, carry a death benefit, and guarantee* income for retirement for as long as you need it.

This workshop explains annuities and what they offer:

  • Tax-deferred growth potential
  • Guaranteed* income for life
  • Guaranteed* death benefit

GE 66090 (Exp 11/13)

* Guarantees are based on the claims-paying ability of the issuing insurance company.

When: Thursday, October 13, 2022 - 4:30 pm
Where: 5104 Bur Oak Circle
Raleigh, NC 27612
Host: David Templeton
Phone: 919-341-1730
 

ABCs of Variable Annuities

Put our knowledge on your side

You’ve maxed out your pension contributions but still need to save more for retirement. Your next investments should be tax-deferred vehicles that offer growth potential, carry a death benefit, and guarantee* income for retirement for as long as you need it.

This workshop explains annuities and what they offer:

  • Tax-deferred growth potential
  • Guaranteed* income for life
  • Guaranteed* death benefit

GE 66090 (Exp 11/13)

* Guarantees are based on the claims-paying ability of the issuing insurance company.

When: Thursday, October 13, 2022 - 5:00 pm
Where: 5104 Bur Oak Circle
Raleigh, NC 27612
Host: David Templeton
Phone: 919-341-1730
 

Protection Strategies

Put our knowledge on your side

Earning power could be your greatest asset. If you left the picture tomorrow, your savings might not protect your family as much, as insurance could right now. Insurance can provide financial protection that could mean all the difference to your family.

This workshop focuses on these key issues and demonstrates why owning insurance can offer protection:

  • Your earning power may be tremendous, but it's only realized over time
  • Employer-owned insurance ends when the job ends
  • Being underinsured could jeopardize the stability of your family
  • the need for long-term care could be one of the biggest threat to your assets

GE59236 (Exp 12/12)

When: Thursday, October 13, 2022 - 5:00 pm
Where: 5104 Bur Oak Circle
Raleigh, NC 27612
Host: Rafael Lamo Arbelaez
Phone: 919-341-1730
 

Building Your Retirement Pyramid

Lifestyle decisions, in addition to assets, may determine whether an individual has a successful retirement. Explore the financial, emotional and lifestyle concerns many face when planning for retirement, and when they should be addressed to take appropriate action.

When: Thursday, October 13, 2022 - 5:00 pm
Where: 5104 Bur Oak Circle
Raleigh, NC 27612
Host: Ben Kadlec
Phone: 919-341-1730