Descripción
Presented by Dyer & CompanyWednesday, October 28 | 5:30–7:30 p.m.You’ve spent decades building a financial life. Now the questions change.Join The Charlotte Ledger and Dyer & Company for a free conversation designed specifically for Gen X Charlotteans. We’ll bring together financial experts to break down the money questions you’re probably thinking about but might not know who to ask.We’ll talk about:How to think about your money differently as you move from saving for retirement to using what you’ve builtTax-efficient strategies for taking distributions from retirement accountsThe estate-planning basics worth having in place, including wills, trusts and powers of attorneyHow to approach legacy planning and charitable giving in a way that reflects what matters to youThe financial information and documents your family should be able to find and understandHow to start productive conversations with your family about money, inheritance and your wishesPractical ways to recognize and protect yourself from financial fraud and scamsHave a question you’d like our panelists to answer? You can submit your question when you register or bring it to the event!Event details:Free to attendFree beer or wine and refreshments provided5:30–6 p.m.: Networking and refreshments6–7 p.m.: Panel discussionAfter the event, stick around and walk around the museum free of charge!Location:Mint Museum Randolph: Ivey Forum2730 Randolph RoadCharlotte, NC 28207Questions? Contact Ava Mikeal at [email protected]’d also like to thank our official banking sponsor, Huntington Bank, and our supporting partners, The Mint Museum and Caregiving Corner, for helping make this series possible!Dyer & Company is the official sponsor of the Charlotte Ledger’s Financial Education Series, providing monetary and educational support. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Dyer & Company’s sponsorship of the series does not constitute an endorsement of Dyer & Company by The Charlotte Ledger or its associates. The Charlotte Ledger is not a client of Dyer & Company.By signing up for this event, you are also signing up for a free subscription to The Charlotte Ledger. You may unsubscribe at any time.