Taxable vs. Tax-Deferred Savings

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Upcoming Events

Please join us as we learn clever ways to use our Apple devices more effectively and efficiently from a former Apple store genius! Please feel welcome to bring a guest to join you for this unique event. Be sure to RSVP quickly as seating is limited.
April 25, 2019
1:00p - 2:30p

Please see the attached flyer for our upcoming informational discussion on Medicare, Medicaid and Long-Term Care Planning to be held on Thursday, May 9th at 2 pm. Research shows that 70% of people age 65 and older will need some type of long-term care at some point of their lives, and the costs continue to increase greatly. Our expert speaker, Paul Yokabitus, will address this concern, discuss Medicare and Medicaid eligibility, and provide proactive planning strategies. You will not want to miss this important discussion! Please feel welcome to bring a guest to join you for this event, and be sure to RSVP quickly as seating is limited.
May 9, 2019
2:00p - 3:30p

Last year’s shredding event was received so well that we have decided to make it an annual event! Safe and secure destruction of personal information is critical in this day and age and we are excited to have Proshred Security bring one of their shredding trucks to our parking lot again on Saturday, May 18th from 9-11am so you can watch your documents being destroyed and feel confident that your personal information will not fall into the wrong hands.
May 18, 2019
9:00a - 11:00a

Office:	919-460-4688
Fax:	919-460-3989