Broker Check


Making sure people understand what we are doing and why we do it is important to us.  For this purpose, we have created unique events to give people the opportunity to learn and ask questions in a comfortable environment.  Check out our events.  If you find something that interests you, we invite you to be our guest and attend.  We ask that you please RSVP so that we can prepare properly.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

February 21, 2024

11:00a - 12:00p

WebEx Event

Planning for a Financially Successful Retirement

Join one of Lake Norman Advisors' educational web events to learn more about Retirement Planning. Topics will include: - What does retirement look like for you? - How will taxes impact retirement? - Social Security Planning discussion - Extended Care Planning discussion

Event Registration