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SUMMARY:Two Big Risks in Retirement—One Smart Plan | Workshop
DESCRIPTION:Two Big Risks in Retirement—One Smart Plan: Taxes & Long-Term Care \nRetirement planning goes beyond saving. It is about protecting your income and independence! This workshop will explore two major risks retirees face – rising taxes and long-term care costs – and how a coordinated strategy can help you manage both. \nLed by Gabrielle Starr\, MDRT\, of Transamerica Agency Network\, the session will cover tax-efficient withdrawal strategies\, long-term care (LTC) funding options\, and the benefits of coordinating financial\, health\, and estate planning. \n\nVenue | TBD (postponed) \n\nWant to leave with practical insights and clear next steps? Claim your free ticket below:
URL:https://networkcharlotte.org/event/2-3-26/
LOCATION:Alchemy CoWorking CLT\, 2459 Wilkinson Blvd\, Charlotte\, NC\, 28208\, United States
CATEGORIES:Workshops
ATTACH;FMTTYPE=image/png:https://networkcharlotte.org/wp-content/uploads/2026/01/Workshop-G.-Starr-2.png
ORGANIZER;CN="Network Charlotte":MAILTO:info@networkcharlotte.org
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SUMMARY:Two Big Risks in Retirement—One Smart Plan | Workshop
DESCRIPTION:Two Big Risks in Retirement—One Smart Plan: Taxes & Long-Term Care \nRetirement planning goes beyond saving. It is about protecting your income and independence! This workshop will explore two major risks retirees face – rising taxes and long-term care costs – and how a coordinated strategy can help you manage both. \nLed by Gabrielle Starr\, MDRT\, of Transamerica Agency Network\, the session will cover tax-efficient withdrawal strategies\, long-term care (LTC) funding options\, and the benefits of coordinating financial\, health\, and estate planning. \nRescheduled with support from Queens University of Charlotte’s Graduate School. \n\nVenue | Queens University of Charlotte’s Dana Hall\, Room 214: 1928 Selwyn Ave\, Charlotte\, NC 28274 \nParking | North Parking Deck: 2217 Wellesley Ave\, Charlotte\, NC 28274 \n\nWant to leave with practical insights and clear next steps? Claim your free ticket below:
URL:https://networkcharlotte.org/event/2-24-26/
LOCATION:Queens University of Charlotte\, 1900 Selwyn Ave\, Charlotte\, NC\, 28274\, United States
CATEGORIES:Workshops
ATTACH;FMTTYPE=image/png:https://networkcharlotte.org/wp-content/uploads/2026/02/Workshop-G.-Starr-2.24.png
ORGANIZER;CN="Network Charlotte":MAILTO:info@networkcharlotte.org
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