Presented by Dyer & Company 

Wednesday, October 28 | 5:30–7:30 p.m. 

You’ve spent decades building a financial life. Now the questions change. 

Join The Charlotte Ledger and Dyer & Company for a free conversation designed for Baby Boomer Charlotteans, featuring financial experts who will tackle the money questions that come with this stage of life.

 

Topics include:

Managing money in retirement

Tax-efficient retirement distributions

Estate planning, wills, trusts and powers of attorney

Legacy planning and charitable giving

Organizing financial information for your family

Talking with family about money and inheritance

Protecting yourself from financial scams

 

Event details: 

Free to attend

Beer, wine and refreshments provided 

5:30–6 p.m.: Networking 

6–7 p.m.: Panel 

7–7:30 p.m.: Museum walk 

 

Have a question? Submit it when you register or bring it to the event! 

 

Location: Mint Museum Randolph, Ivey Forum 

2730 Randolph Road, Charlotte, NC 28207

Questions? Ava Mikeal — ava@cltledger.com

 

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