Achieve a Successful Retirement
Alloy Wealth Management hosts complimentary educational seminars designed to help members of our community achieve a successful retirement. Anyone who has questions about retirement income planning, managing distributions, taxes in retirement, or how to maximize social security is welcome to attend. We have a passion for educating others and want nothing more than to help our friends and neighbors realize the retirement of their dreams.
Although our YouTube channel is loaded with educational videos covering all aspects of financial planning, our seminars are a “Master Class” in retirement planning. Our founder and CEO, Mark Henry was inspired to pursue a career as a fiduciary financial advisor and became passionate about helping others reach their retirement goals after his parents lost half of their retirement savings in a single day, on Black Monday in 1987.
During the master class, Mark, or one of our other fiduciary financial advisors will help you understand what you can do to ensure you won’t run out of money in retirement. You will have an opportunity to ask questions. Our upcoming seminars will be held in Belmont on July 23rd, Greenville on July 30th, and Easley on July 30th. Click HERE for specific locations and times and keep an eye on our website for the August dates and locations. When you’re ready to register, call our office at 800-689-3935. We look forward to seeing you soon!