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EVENT DETAILS
Luke Maloney-Grimes NSSA®
Financial Advisor
Luke is an accomplished financial analyst who joined Big Money in 2023, bringing with him a wealth of experience as a brokerage stock trader from Auckland, New Zealand. A graduate with top honors in Financial Economics, he excels in investment research and client onboarding. At Big Money, Luke leverages his expertise to deliver exceptional financial optimization services, drawing on his global perspective and analytical acumen to enhance client portfolios and financial strategies.
Tuesday, May 13th @ 6:30 PM or
Thursday, May 15th @ 6:30 PM
Saskatoon Steaks, Fish, and Wild Game
681 Halton Rd Suite #3, Greenville, SC 29607
Navigating Retirement Can Be Challenging ... We Are Here To Help
Enjoy a night out (plus complimentary dinner!) and learn how to prepare for your Retirement! Please join us and learn how you can work toward your goals amidst taxes, inflation, and market turmoil.
Tuesday, May 13th @ 6:30 PM or
Thursday, May 15th @ 6:30 PM
Saskatoon Steaks, Fish, and Wild Game
681 Halton Rd Suite #3, Greenville, SC 29607
OR
Maximize Your Retirement
Please join us at this FREE workshop to learn how you can work toward your goals amidst taxes, inflation, and market turmoil.
Wednesday, September 23rd @ 10:00 AM
Hughes Main Library
25 Heritage Green Pl, Greenville, SC 29601
Bonus: Receive a complimentary meal voucher from Chick-Fil-A as our 'thank you' for joining us!
What You'll Learn:
New asset allocation strategies for retirement…not just stocks and bonds…that’s not going to cover it anymore
Little-known strategies to maintain your lifestyle and avoid running out of money.
Why some experts are expecting a significant market correction
How Social Security claiming strategies may increase your total benefits (AND understand how your benefits will be taxed!)
How current inflation rates are hitting the stock market adversely
Plus much, much more!
ABOUT YOUR HOST
Join us
Wednesday, September 23rd @ 10:00 AM
Hughes Main Library
25 Heritage Green Pl, Greenville, SC 29601
