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April 2015

Annual Shred Day

April 18, 2015 @ 11:00 am - 1:00 pm
Vertex Capital Advisors, 5925 Carnegie Blvd, Suite 200
Charlotte, 28209 United States
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FREE SHREDDING Join us for sweet tea & BBQ while you watch you papers being shredded. Simply bring any documents you would like to have shredded to our office at 5925 Carnegie Blvd, Charlotte, NC on Saturday, April 18th, 2015 from 11am - 1pm. As always, we are committed to protecting your privacy and providing you with helpful service! Please RSVP to info@vcplanning.com  

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May 2015

Retirement Survival Course

May 15, 2015
UNC Charlotte City Center, 320 East 9th Street
Charlotte, NC 28202 United States
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This educational course is offered through UNC Charlotte Center City. If you are retired or getting close to retirement, this course will teach you fundamental principles to ensure that your money lasts. You will learn how to better manage your investments; consider taxes when making decisions; increase your monthly income; protect your life’s savings from investment mistakes; and prepare for the biggest risks you’ll face in retirement. This course is a must for anyone who wants to educate themselves on how…

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June 2015

Social Security Workshop in Rock Hill, SC

June 25, 2015 @ 6:00 pm - 7:00 pm
Baxter Hood Center, 375 S. Anderson Rd
Rock Hill, 29730 United States
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Sign Up Today if you'd like to learn how to Maximize your Social Security Income--This event is Free to attend, but you MUST be registered. Click on the link for more information or to sign up! http://retirementworkshop.info/vertexcapital/

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Social Security Workshop in Rock Hill, SC

June 30, 2015 @ 6:00 pm - 7:00 pm
Baxter Hood Center, 375 S. Anderson Rd
Rock Hill, 29730 United States
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Sign Up Today if you'd like to learn how to Maximize your Social Security Income--This event is Free to attend, but you MUST be registered. Click on the link for more information or to sign up! http://retirementworkshop.info/vertexcapital/

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October 2015

Retirement Survival Course

October 21, 2015
UNC Charlotte City Center, 320 East 9th Street
Charlotte, NC 28202 United States
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This educational course is offered through UNC Charlotte Center City. If you are retired or getting close to retirement, this course will teach you fundamental principles to ensure that your money lasts. You will learn how to better manage your investments; consider taxes when making decisions; increase your monthly income; protect your life’s savings from investment mistakes; and prepare for the biggest risks you’ll face in retirement. This course is a must for anyone who wants to educate themselves on how…

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