Serving Clients for Nearly Half a Century
Join us for an upcoming event!
Want to know more retirement income planning? We occasionally offer retirement income planning workshops, seminars and webinars. Join the mailing list to be informed of upcoming events here.
Or, feel free to register below for any upcoming events we are hosting!
Social Security: Basics You Need to Know to Maximize Your Benefits
Do you have a plan to help maximize your Social Security benefits and minimize your taxes? Social Security may be your largest source of income in retirement while taxes may be your largest expense. Not properly planning for both can lead to less income in retirement. Join us for a special event at Methodist University (Clark Hall) where we will discuss must-know topics pertaining to Social Security and taxes in retirement.
Event Venue
Methodist University (Clark Hall)
5400 Ramsey St, Fayetteville, NC 28311
Event Options
– Methodist University on October 1st at 6:00 p.m.
– Methodist University on October 3rd at 6:00 p.m.
Future Events
| Event | Date | Location | RSVP |
|---|---|---|---|
| Fed Impact Event | February 7, 2025 | Cape Fear Botanical Garden 536 N. Eastern Blvd. Fayetteville, NC 28301 | RSVP Now! |
| Fed Impact Event | August 5, 2025 | Cape Fear Botanical Garden 536 N. Eastern Blvd. Fayetteville, NC 28301 | RSVP Now! |
| Fed Impact Event | May 21, 2025 | Methodist University 5400 Ramsey St, Fayetteville, NC 28311 (Alumni Dining room) | RSVP Now! |
| Fed Impact Event | October 29, 2025 | Methodist University 5400 Ramsey St, Fayetteville, NC 28311 (Alumni Dining room) | RSVP Now! |
| Social Security | November 7, 2025 | Methodist University 5400 Ramsey St, Fayetteville, NC 28311 (Clark Hall - Room 128) | RSVP Now! |
| Social Security | November 12, 2025 | Methodist University 5400 Ramsey St, Fayetteville, NC 28311 (Clark Hall - Room 128) | RSVP Now! |
Our Locations
Lumberton Office
4910 Fayetteville Road
Lumberton, NC 28359
Fayetteville Office
2565 Ravenhill Dr #2D
Fayetteville NC 28303
.
Wilmington Office
620 Market Street
Wilmington NC 28401
Elizabethtown Office
100 N Lyon St
Elizabethtown, NC 28337
Securities and Advisory Services Offered Through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. CLC Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.