Your Best Financial Life
Mar
12
to Mar 26

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.

This is a three-day course spanning March 12th, March 19th, and March 26th.

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Your Best Financial Life
Mar
10
to Mar 24

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.

This is a three-day course spanning March 10th, March 17th, and March 24th.

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Social Security Optimization
Feb
24
10:30 AM10:30

Social Security Optimization

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.

There are no workshops available at this time.

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