Event Details:
- Date: Thursday, March 26th, 2026
- Time: 12:00 PM (Noon)
- Location: 33 Market Point Drive, Greenville, SC 29607
- Cost: Complimentary, but seating is strictly limited.
Navigating AI, the 2026 Tax Landscape, and Spring Cleaning Your Finances
Are you prepared for the massive shifts coming to retirement planning? Between the rapid rise of artificial intelligence and the looming expiration of major tax laws in 2026, the rules of the game are changing fast.
Join us for our exclusive Spring Forward Into Retirement event. We will cut through the noise, help you organize the clutter, and equip you with actionable strategies to protect your wealth and maximize your life.
With the recent military actions in Iran and the ensuing market volatility, it is natural to feel a sense of “financial clutter” and anxiety. When oil surges and the S&P 500 dips, the questions get louder:
- Is my retirement plan still on track?
- Should I be moving to “safe havens” like gold?
- How does this conflict affect my long-term legacy?
But before we can tackle the future, we have to fix the present.
What We Will Cover:
- Recent Geopolitical Events- What does this mean for my portfolio?
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Spring Cleaning Your “Financial Junk Drawer”: Many pre-retirees and retirees are weighed down by a “financial junk drawer”—a stressful, disorganized mix of old 401(k)s, forgotten insurance policies, and scattered accounts. We will introduce our Intelligrations® process—our unique method for taking all your scattered financial pieces and intelligently integrating them into one cohesive, stress-free plan.
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The AI & Fintech Revolution: Learn how artificial intelligence is changing the way we plan for longevity, optimize portfolios, and protect your nest egg from sophisticated new scams.
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The 2026 Tax Cliff: With major provisions of the 2017 tax law set to sunset next year, we will discuss how to proactive “spring clean” your tax strategy. We’ll cover Roth conversions, tax-efficient withdrawals, and how to avoid an unexpected tax hit.
