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Events

Join us at an upcoming event!

Check back regularly for upcoming webinars, seminars and other educational opportunities. We hope to see you soon!

Social Security & Retirement Planning Educational Workshop

Event Details

Dates: October 20 & 22

Location: The Meeting Hub – Wake Forest

Join Stone Legacy Capital for a complimentary educational workshop designed to help pre-retirees and retirees explore strategies for creating and maintaining a steady income in retirement, including Social Security. During this presentation, we’ll discuss:

  • How to maximize your retirement income
  • How to structure your retirement savings so you never have to worry about running out of money
  • When to claim your Social Security benefits to receive the highest income
  • The top 3 mistakes in retirement and how to avoid them
  • Common misconceptions about retirement planning.

Other Upcoming Events


Rochester City School District Webinar

October 14, 2026

Annuities 101 – Lunch & Learn – Raleigh Office/Webinar

October 15, 2026

Social Security & Retirement Planning – Meeting Hub, Wake Forest

October 20 & 22, 2026

SNOW Federal Seminar – South Carolina

October 26, 2026

Rochester City School District – Webinar

October 28, 2026

Rochester City School District – Webinar

November 4, 2026

Issues of Aging Parents & Long-term Care – SOFA Webinar

November 17, 2026

Getting Fiscally Fit – Apptegy Company Webinar

December 3, 2026

Legacy’s & Lattes – Client Appreciation

December 9, 2026

Lunch & Learn – Raleigh Office/Webinar

December 10, 2026

Our Events

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    Retirement Tax Strategies for 2026
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    Financial Wellness 2026 Webinar
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    ‘Retirement Everest’ Movie Premiere and Cocktail Hour
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    Retirement Everest Movie at Regal Theatre
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    Flemming’s Steakhouse Dinner Seminar
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    Smart Strategies for Your Federal Savings Plan
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    Proposed Changes to FERS and How it could affect your Retirement
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    Halftime Report Webinar
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    Smart Tax Strategies for Financial Growth
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    Protect Your Family with The Right Estate Plan
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    Social Security Benefits & Manage Your Taxes
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