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UID:141@fitzwilliamsfinancial.com
DTSTART:20260218T183000Z
DTEND:20260218T203000Z
DTSTAMP:20251205T200225Z
URL:https://fitzwilliamsfinancial.com/events/5-cornerstones-of-financial-p
 lanning-educational-dinner-seminar-perrys-steakhouse-in-raleigh-nc/
SUMMARY:Do You Have the Green Light to Retire? Educational Dinner Seminar- 
 Perry's Steakhouse in Raleigh\, NC
DESCRIPTION:\nPlanning for retirement isn’t just about reaching the finis
 h line — it’s about having a strategy that supports your lifestyle\, p
 rotects your assets\, and provides financial peace of mind for decades to 
 come. Our complimentary dinner seminar is designed for retirees and those 
 preparing to transition into retirement who want clarity\, confidence\, an
 d a plan rooted in fiduciary guidance.\nJoin Fitzwilliams Financial for an
  educational evening where we break down the most important areas of moder
 n retirement planning — including how market volatility may impact your 
 income\, healthcare costs\, tax exposure\, and long-term financial securit
 y. You’ll enjoy a gourmet dinner while gaining insights that can help yo
 u protect what you’ve worked so hard to build. \nSeptember- Steinhilber'
 s Septem…\n\nWhat You’ll Learn\nOur presentation covers the five funda
 mental pillars of a comprehensive retirement strategy:\n\n\n 	\nInvestment
  Planning — A disciplined approach leveraging institutional-level portfo
 lio management to navigate risk and opportunity in today’s markets.\n\n 
 	\nTax Planning — How proactive tax strategies can help preserve income 
 and maximize financial efficiency throughout all phases of retirement.\n\n
  	\nRetirement Income Distribution — Ensuring your nest egg is structure
 d to last\, with a clear plan for turning assets into reliable income.\n\n
 \n 	\nInsurance &amp\; Risk Management — Tools designed to safeguard aga
 inst life’s unexpected events and rising healthcare costs.\n\n 	\nLegacy
  &amp\; Estate Planning — Intentional wealth transfer that protects your
  loved ones and the future you envision.\n\n\n\n\n\n\nWho Should Attend\n
 ✔ Adults age 55+✔ Retirees and those planning to retire in the next 5
 –10 years✔ Couples encouraged to attend together❌ No children\, agen
 ts\, or brokers please\nWhether your goals include traveling more\, suppor
 ting family\, or simply enjoying the freedom you’ve earned — this semi
 nar will help you better understand how to align your resources with your 
 retirement lifestyle.\n\n\n\n\nReserve Your Seats\nSeating is limited and 
 fills quickly. Reservations are required\, and attendance is by invitation
  only. Once registered\, a Fitzwilliams Financial team member will call to
  confirm your seats and any dietary accommodations.
ATTACH;FMTTYPE=image/jpeg:https://fitzwilliamsfinancial.com/wp-content/upl
 oads/2025/12/Raleigh-Perrys-Food.jpg
LOCATION:Perry's Steakhouse\, 4509 Creedmore Rd\, Raleigh\, North Carolina\
 , 27612\, United States
GEO:35.842478;-78.683306
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=4509 Creedmore Rd\, Raleigh
 \, North Carolina\, 27612\, United States;X-APPLE-RADIUS=100;X-TITLE=Perry
 's Steakhouse:geo:35.842478,-78.683306
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