learning Opportunities

Duprez Financial offers educational workshops to help you understand complex concepts such as Social Security, Planning for Income in Retirement, and Financial Concepts. Below is a calendar of upcoming events - we hope to see you there!

UPDATE: Due to the COVID-19 pandemic, we are unable to host any in-person educational events at this time. Please know that the topics below are just as important as ever, and each topic can be discussed over the phone, through Zoom, or during a one-on-one meeting.

your best financial life

A program offered through colleges and universities across the country, Duprez Financial is proud to exclusively offer Your Best Financial Life through Coastal Carolina University. This program is designed for retirees and soon-to-be retirees, with a focus on retirement and the financial concepts that can impact your golden years. Topics include volatility and diversification, risk tolerance vs. risk capacity, long term care, wealth transfers and taxation, and much more.

Upcoming classes are offered:

No available dates.

To register for an upcoming class, please visit https://www.coastal.edu/olli/registration/

Maximize your social security

Understanding Social Security and how to make the most of this program can seem impossible to anyone first applying for their social security benefits. In many cases, the complexity of this program drives people to choose the easiest option for receiving their benefits - meaning they may be overlooking additional money they are entitled to.

For the dates and times of upcoming workshops, please contact Duprez Financial at 843-445-6124.

RETIREMENT INCOME PLANNING

One of the biggest challenges in retirement is making your “nest egg” last for an unknown amount of time. Creating retirement income - that you can’t outlive! - is a critical piece of your retirement planning. Join us for our NextPhase workshop to learn how you can create a custom plan for your retirement income.

For the dates and times of upcoming workshops, please contact Duprez Financial at 843-445-6124.