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FINANCIAL WORKSHOPS & SEMINARS

EVENTS

FINANCIAL EDUCATION is achieved not only through one-on-one client meetings, but also through our events, webinars and live seminars and workshops.

  • Kai-Zen Financial Solutions
    Kai-Zen Financial Solutions
    Wed, Sep 27
    Webinar
    Sep 27, 2023, 8:00 PM – 9:00 PM EDT
    Webinar
    This webinar will highlight how Kai-Zen can unleash the power of leveraging money and revolutionize financial solutions for high income earners to achieve greater confidence in maintaining their current lifestyle when they retire.
  • FFS Super Saturday
    FFS Super Saturday
    Sat, Apr 29
    Spring Hill Suites Charlotte Ballantyne
    Apr 29, 2023, 9:00 AM – 12:00 PM
    Spring Hill Suites Charlotte Ballantyne, 12325 Johnston Rd, Charlotte, NC 28277, USA
    Learn how First Financial Security (FFS) is changing the lives of Americans with financial education, innovative products and concepts, and a progressive business model that offers entry into one of the most lucrative sectors of the U.S. economy - financial services.
  • COCKTAILS & CONVERSATIONS: Building Wealth the SMART Way
    COCKTAILS & CONVERSATIONS: Building Wealth the SMART Way
    Tue, Feb 21
    Premier Workspaces
    Feb 21, 2023, 6:00 PM – 8:30 PM
    Premier Workspaces, 6047 Tyvola Glen Cir, Charlotte, NC 28217, USA
    The Opening Reception and Networking Event for Black Wealth Week 2023, hosted by Crown Jewel Financial Services.
  • Leverage Your Way to a Richer Retirement
    Leverage Your Way to a Richer Retirement
    Tue, Jan 31
    Webinar Event
    Jan 31, 2023, 7:00 PM EST
    Webinar Event
    Join Crown Jewel Financial Services and Guest Presenter as we share financial strategies uniquely designed for High Net Worth and High Income Earning Households who want to secure: MORE SAVINGS I MORE PROTECTION I MORE CONFIDENCE for their Retirement Income, Estate Plan or Executive Bonus Pkgs.
  • Open House & College Gameday Tailgate
    Open House & College Gameday Tailgate
    Sat, Oct 08
    Crown Jewel Financial Services Office
    Oct 08, 2022, 12:00 PM – 3:00 PM EDT
    Crown Jewel Financial Services Office, 6047 Tyvola Glen Cir, Charlotte, NC 28217, USA
    It's Homecoming Season! Stop by for a true Tailgate Experience while gaining insights from the Crown Jewel Financial Services team and our strategic financial partners.
  • Financial Freedom Forum - WED
    Financial Freedom Forum - WED
    Wed, Sep 28
    First Financial Security
    Sep 28, 2022, 11:00 AM – 3:00 PM EDT
    First Financial Security, 11695 Johns Creek Pkwy #400, Johns Creek, GA 30097, USA
    First Financial Security (FFS) offers entry into one of the most lucrative sectors of the U.S. economy. Learn how FFS can help you take charge of your future.
  • Financial Freedom Forum - TUES
    Financial Freedom Forum - TUES
    Tue, Sep 27
    First Financial Security
    Sep 27, 2022, 5:00 PM – 7:00 PM EDT
    First Financial Security, 11695 Johns Creek Pkwy #400, Johns Creek, GA 30097, USA
    First Financial Security (FFS) offers entry into one of the most lucrative sectors of the U.S. economy. Learn how FFS can help you take charge of your future.
  • Special 30% BONUS
    Special 30% BONUS
    Thu, Mar 10
    Online Event
    Mar 10, 2022, 7:00 PM EST
    Online Event
    Boost your retirement savings and retirement income with this 30% BONUS offered by Athene.
  • Retirement 101
    Retirement 101
    Sat, Oct 16
    Crown Jewel Financial Services
    Oct 16, 2021, 10:00 AM – 12:00 PM
    Crown Jewel Financial Services, 6047 Tyvola Glen Cir, Charlotte, NC 28217, USA
    A classroom course teaching the foundations for a sound retirement.
  • SMART Moves - for Professionals in Transition
    SMART Moves - for Professionals in Transition
    Tue, Oct 05
    Online Event, Webinar
    Oct 05, 2021, 6:00 PM
    Online Event, Webinar
    Educational and financial insights to assist in making informed decisions when transitioning to a new company or into retirement.
  • Open House & College Gameday Tailgate
    Open House & College Gameday Tailgate
    Sat, Oct 02
    Crown Jewel Financial Services
    Oct 02, 2021, 12:00 PM – 3:00 PM
    Crown Jewel Financial Services, 6047 Tyvola Glen Cir, Charlotte, NC 28217, USA
    Homecoming Season is Approaching! Drop-in for our 1st Annual Open House - visit our new office location and meet our team!
  • Allianz Annuity - 7PM Presentation
    Allianz Annuity - 7PM Presentation
    Tue, Jun 08
    Webinar
    Jun 08, 2021, 7:00 PM EDT
    Webinar
    Allianz ABC Annuity - Promotional Bonus. Learn how to provide for your future financial needs and how to get a bigger bonus on your retirement savings.
  • Allianz Annuity - 11AM Presentation
    Allianz Annuity - 11AM Presentation
    Tue, Jun 08
    Webinar
    Jun 08, 2021, 11:00 AM EDT
    Webinar
    Allianz ABC Annuity - Promotional Bonus. Learn how to provide for your future financial needs and how to get a bigger bonus on your retirement savings.
  • Fundraiser - Jacki Labat
    Fundraiser - Jacki Labat
    Mon, Jun 07
    Atlanta
    Jun 07, 2021, 6:00 PM – 8:00 PM EDT
    Atlanta, 1600 Ellsworth Industrial Blvd NW, Atlanta, GA 30318, USA
    Topgolf Fundraiser benefiting Jacki for Atlanta
  • WINDS Wealth Building Class
    WINDS Wealth Building Class
    Thu, Mar 25
    Virtual
    Mar 25, 2021, 7:00 PM
    Virtual
    4-week course on Wealth Legacy and Retirement Planning for Breaking Chains Private Cooperative.
  • Your Route To Retirement
    Your Route To Retirement
    Tue, Mar 23
    Webinar
    Mar 23, 2021, 7:00 PM
    Webinar
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