Women, Wisdom & Wealth

Jessica Patterson

When: April 2, 2019 @ 6:00 pm – 7:30 pm
Where: Lewisville Branch Library, 6490 Shallowford Road, Lewisville, NC 27023

Join us at the Lewisville Branch Library for a complimentary course on Women, Wisdom & Wealth with Debra Mackie of New Horizon Financial Services, Inc. If you are a woman who is retired or is close to retiring, this course will teach you fundamental principles to help your money last. Learn why you need your own retirement strategy as a …

Tax strategies – Part 2

Jessica Patterson

When: November 13, 2018 @ 2:00 pm – 4:00 pm
Where: Lewisville Branch Library, 6490 Shallowford Rd, Lewisville, NC 27023, USA

Join us at the Lewisville Branch Library for a complimentary two-session course on tax strategies for 2018 with local financial planner, John Brais. The Tax Cuts and Jobs Act of 2017 eliminated several deductions and exemptions and created new tax brackets starting this tax year. In light of these changes, John Brais will share simple tax-saving strategies and discuss eight …

Tax strategies – Part 1

Jessica Patterson

When: November 6, 2018 @ 2:00 pm – 4:00 pm
Where: Lewisville Branch Library, 6490 Shallowford Rd, Lewisville, NC 27023, USA

Join us at the Lewisville Branch Library for a complimentary two-session course on tax strategies for 2018 with local financial planner, John Brais. The Tax Cuts and Jobs Act of 2017 eliminated several deductions and exemptions and created new tax brackets starting this tax year. In light of these changes, John Brais will share simple tax-saving strategies and discuss eight …

Thanksgiving holiday – office closed

Jessica Patterson

When: November 21, 2018 @ 8:00 am – November 23, 2018 @ 12:30 pm

Our office will be closed to enjoy the Thanksgiving holiday. Normal hours will resume on Monday, November 26. Wishing you many blessings and a wonderful holiday with your family!

Labor Day – office closed

Jessica Patterson

When: September 3, 2018 all-day

Our office will be closed to enjoy the Labor Day holiday. Normal hours will resume on Tuesday, September 4. Wishing you a wonderful holiday weekend!

Independence Day – office closed

Jessica Patterson

When: July 4, 2018 all-day

In celebration of Independence Day, our office will be closed on Wednesday, July 4. The labor of our past leaders should not be in vain. As we rejoice this year, let’s remember them and pledge to always strive hard towards upholding the freedom and unity they fought for. We want to give a special thank you to those of you …

Memorial Day – office closed

Jessica Patterson

When: May 28, 2018 all-day

In observance of Memorial Day, our office will be closed on Monday, May 28. This Memorial Day we pause to remember those who made the ultimate sacrifice for the freedoms we enjoy every day. We want to give a special thank you to those of you who have served, are serving or have family serving our country. Best wishes for …

Social Security basics

Jessica Patterson

When: May 15, 2018 @ 2:00 pm – 4:00 pm
Where: East Bend Senior Community Center, 473 E Main St, East Bend, NC 27018, USA

 

How To Automate Your Retirement

Jessica Patterson

When: April 24, 2018 @ 2:00 pm – 4:00 pm
Where: Lewisville Branch Library, 6490 Shallowford Rd, Lewisville, NC 27023, USA

Join us at the Lewisville Branch Library for a complimentary class on how to set your savings on autopilot with Financial Advisor, Joe Perkins. Through simple money management steps that can be implemented overnight and proper allocation of investment assets within your retirement plan, automated retirement is truly possible with ease at any age. Space is limited. Register today by calling 336-703-2940.

Social Security basics – part 2

Jessica Patterson

When: March 27, 2018 @ 2:00 pm – 4:00 pm
Where: Lewisville Branch Library, 6490 Shallowford Rd, Lewisville, NC 27023, USA