JP FINANCIAL GROUP
UPCOMING EVENTS
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Maximizing Your Social Security Benefits & Retirement Income
Coordinating Social Security And Retirement Income In A Tax Efficient Manner
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Wed, June 26th
6:00 p.m. 

Matthews Library
230 Matthews Station St.
Matthews, NC 28105
Planning For Long Term Care
Learn Ways to Help Protect Your Retirement

Tues, July 23rd
6:00 p.m. 

University Regional Library
301 E W.T. Harris Blvd
Charlotte, NC 28262
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Wed, July 24th
6:00 p.m. 

Morrison Regional Library
7015 Morrison Blvd
Charlotte, NC 28211

Thurs, July 25th
6:00 p.m. 

Beatties For Regional Library
2412 Beatties Ford Rd
Charlotte, NC 28216
Women, Wisdom and Wealth ~ Retire NOW!

Thursday, November 8th,  6:00 p.m. 
Steel Creek Library

13620 Steel Creek Rd
Charlotte NC 28273
Annual Health & Wealth Symposium

Saturday, February 23rd,  
11:30 a.m - 1:30 p.m. 
Carole Hoefener Center

610 East 7th Street
Charlotte, NC 28202
Women, Wisdom and Wealth ~ Retire NOW!

Tuesday, December 11th,  6:00 p.m. 
The Packhouse Restaurant

500 E. Morehead Street, Suite 150-A
Charlotte, NC 28202
Women, Wisdom and Wealth ~ Retire NOW!

Tuesday, December 6th,  6:00 p.m. 
LOCATION TBD

Location tbd
Women, Wisdom and Wealth ~ Retire NOW!

Thursday, December 13th,  6:00 p.m. 
LOCATION TBD

Location tbd
What Women Need To Know About Social Security

Thursday, Oct. 4th,  10:00 a.m. 
Morrison Regional Library

7015 Morrison Blvd
Charlotte, NC 28211 
What Women Need To Know About Social Security

Thursday, Oct. 4th,  6:00 p.m.
Morrison Regional Library

7015 Morrison Blvd
Charlotte, NC 28211 
Your Information
Select Your Date & Time
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Women of all ages are beginning to realize the importance of being informed and becoming actively involved in securing their financial futures. 

These informative and fun workshops are specifically designed to address the financial issues faced by women ages 50 and older. Expect to have a little fun and obtain some meaningful information with none of the usual financial double-talk. There are no costs of any kind, and no obligation.

Among Other Things, You Will Learn:
  • ​How much money will you need in retirement?
  • ​People are living longer. Learn why a 30+ year retirement Is possible, how to preserve capital, and how to create income designed to last throughout retirement. 
  • ​The role of Social Security plays in your overall income plan 
  • ​How today’s economic environment might challenge traditional assumptions about asset allocation. 
  • ​How much can you safely withdraw annually from your retirement assets to help ensure an income that lasts? 
  • ​How do health care expenses factor into your retirement income strategy?   

Someone turning age 65 today has almost a 70% chance of needing long-term care at some point in their lives. 
What is your plan for care? 
We will discuss:
  • ​What is long-term care?
  • ​Why long-term care is a critical component of your retirement strategy. 
  • ​How planning ahead can benefit you and your loved ones. 
  • ​A new hybrid approach to long-term care coverage. 
  • ​How to leverage your retirement portfolio to help minimize long-term care costs. 
50% of Americans will either have and have a close relative like a spouse, parent, or someone living with them with Alzheimer and will be touched personally and directly. 
You should plan on attending this impactful workshop to learn more!

REGISTER TODAY!
At JP Financial Group, we believe in empowering ladies with the financial resources and confidence to make safe, simple, and smart financial decisions. 

 As a financial boutique for ladies our focus is having a different conversation with ladies as it pertains to their finances. 

 Learn why every woman should plan financially to be single, even if she’s not… 90% of women will need to manage their own finances at some point; whether divorce, widowhood, or never having been married or because they have chosen the single life. 

This workshop will be fun, informative and address the concern of “Outliving Your Retirement Savings!"

Among Other Things, You Will Learn:
  • ​Safe and secure money strategies. 
  • ​How to feel confident about your retirement savings. 
  • ​What you should know about IRAs and tax deferral characteristics.
  • ​How our clients have kept their money safe from market declines (and how you can do the same.)
  • ​Options that allow you to avoid taxes on IRA distributions.
Among Other Things, You Will Learn:
  • ​Safe and secure money strategies. 
  • ​How to feel confident about your retirement savings. 
  • ​What you should know about IRAs and tax deferral characteristics.
  • ​How our clients have kept their money safe from market declines (and how you can do the same.)
  • ​Options that allow you to avoid taxes on IRA distributions.

Aug. 9 ~ 11:00am and 6pm 
Morrison Regional Library

7015 Morrison Blvd
Charlotte, NC 28211 

Aug.  11 ~ 10:00am
The Packhouse Restaurant

500 E. Morehead St
Suite 150A
Charlotte NC 28202 

Your Host, Joyce Palmer

CEO & Managing Partner of JP Financial Group, will make the most of your time by sharing her over two decades of experience helping create financial legacies for ladies throughout Charlotte.
 COPYRIGHT © 2021 - ALL RIGHTS RESERVED
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