Category: Past Events

Taxes & Roth Conversions Webinar

Written by support@seostats.com on August 26, 2026.

Event Details

Dates: September 17th

Location: Zoom

Join Stone Legacy Capital for a complimentary educational webinar designed to help pre-retirees and retirees better understand Roth conversion strategies and how they may fit into a comprehensive retirement income plan. During this presentation, we’ll discuss how Roth conversions work, when they may make sense, how they can impact future taxes, Required Minimum Distributions (RMDs), Social Security taxation, and legacy planning. You’ll also learn common mistakes to avoid and key considerations before making a conversion.

Taxes and Roth Conversions in Retirement

Written by support@seostats.com on August 6, 2026.

Event Details

Dates: Tuesday, August 18 or Thursday, August 20

Time: 6:30 – 7:30 pm

Location: The Loading Dock – Beryl

Many aspects of everyday life change when you retire. One of the biggest changes you will be faced with involves your finances. Get professional guidance on potentially decreasing Medicare costs, minimizing the taxation of your Social Security benefits, and understanding the different strategies for your retirement income.

Your paycheck may have stopped, but taxes won’t. It is important to know how you can position yourself for better returns on your investments, with lower possible risks and in the most tax-efficient manner. It could potentially save you thousands of dollars.

If you would like more information on how taxes impact your retirement income sources, this workshop is for you! Attend This Workshop and Learn:

How to minimize taxes in retirement
What Roth conversions are and how they work
Who may benefit from a Roth conversion and who may not
How Roth conversions can impact future tax liability
Utilize financial vehicles that can reduce your tax burden and last a lifetime
Tools and methods available to retirees to help develop a retirement tax strategy

Did You Know Everyone has an Estate Plan?

Written by support@seostats.com on July 7, 2026.

Event Name:
Estate Planning Made Easy
Date:
Thursday, July 16th
Time:
12:00 PM EST or 6:00 PM EST

This webinar is designed to simplify estate and legacy planning so you can take action with clarity, not confusion. Register today to join us live, or receive the rebroadcast to watch on your own time.

Join us for an Exclusive Movie Event!

Written by Samaneh Stone on June 8, 2026.

Retirement is often viewed as the reward after a lifetime of hard work—but what if the biggest financial challenges begin after you stop working?

I’d like to personally invite you to an exclusive screening of Retirement Everest, a powerful new film that explores the risks, opportunities, and realities retirees face as they navigate their financial future.

During this special event, you’ll also hear valuable insights from Bryant Stone, CEO & Wealth Advisor of Stone Legacy Capital, on strategies designed to help retirees pursue confidence and security in retirement.

Event Details
📅 Wednesday, June 17, 2026
🕖 7:00 PM
📍 Paragon Theater – Fenton
21 Fenton Main Street, Cary, NC 27511

As our guest, you’ll receive 2 complimentary tickets, popcorn & drinks, but seating is limited.

We hope you’ll join us for an engaging and thought-provoking evening. Reserve your seats today by clicking the registration link below.

We look forward to seeing you there.

Client Appreciation Bowling Event

Written by Samaneh Stone on March 24, 2026.

We’re excited to invite you to our Client Appreciation Bowling Event at Kings Bowl in North Hills!
This casual, fun-filled afternoon is our way of thanking you for being a valued client and part of our community.

Join us to unwind, connect, and enjoy time with friends. Feel free to bring along a guest or potential referral —
we’d love the opportunity to meet the people who matter most to you.

Whether you’re aiming for a strike or just cheering from the sidelines, we hope you’ll join us for an afternoon of laughter, conversation, and appreciation.