Southeast Retirement Planners

CONNECT

Address:

74 Eighth Street SE
Hickory, NC 28602

Phone:

828.855.2067

CLIENT EVENTS


Upcoming Events:   (email Crystal@SERetirementPlanners.com to RSVP)

September 21st, 2017 - Washington to Wallstreet, Client Workshop (#13351693)


Past Events:

*Back to Basics Summer Workshop August 17th & 21st

Back to Basics 2017 from Southeast Retirement Planners on Vimeo.

Quick video discussing our upcoming "Back to Basics" workshop - an educational workshop designed to go over the fundamental building blocks of a successful financial plan.

invite 13187802

June 1st, 2017 - Identity Theft and Cyber Security, Client Workshop (#12892091)

April 6 & 11, 2017 – Private Client Event: Investing in a Low Interest Rate Environment (#12775077)

March 16, 2017 – Quarterly Client Economic Workshop

January 13, 2017 – Client Advocate Appreciation Event – Casino Night

December 15, 2016 – Christmas Open House 2016

November 10, 2016 – Workshop:  The Presidential Election Result and What To Expect

July 12 & 14, 2016 –  Effect of the Brexit Vote on Your Investments and 401K

 

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Check the background of this financial professional on FINRA's BrokerCheck