Events
At Lake Norman Advisors, we believe that informed decisions lead to stronger financial futures. Our educational events are designed to empower individuals and families with practical knowledge on key topics like estate planning, retirement strategies, tax efficiency, asset protection, and more. Whether you're planning for the future or looking to refine your existing plan, our seminars offer valuable insights in a relaxed, no-pressure environment. Browse our upcoming events below and take the next step toward financial clarity and confidence.
Interested in future events and want to be notified during the next registration period?
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
February 25, 2026
11:00a - 12:00p
Cain Center for the Arts
February 18, 2026
12:00p - 1:00p
Zoom (Virtual)
Financial Planning Foundations
Join us for an educational webinar focused on the foundational elements of a strong financial plan. We’ll walk through key planning areas that help individuals and families make more informed decisions, reduce uncertainty, and stay aligned with their long-term goals. Topics will include: Setting and refining clear financial goals Building and maintaining appropriate emergency reserves Managing and prioritizing savings and investments Understanding tax considerations and planning opportunities Reviewing debt, cash flow, and overall financial structure
September 25, 2025
11:00a - 12:30p
Cain Center for the Arts
09/25/25 Estate Planning Seminar
Attend a free estate planning seminar with Certified Financial Planner, Michael Ames. Learn how to protect your assets, reduce taxes, avoid probate, and create a solid legacy using wills, trusts, and more. Perfect for retirees, families, and business owners.
September 22, 2025
11:00a - 12:30p
Cain Center for the Arts
09/22/25 Estate Planning Seminar
Attend a free estate planning seminar with Certified Financial Planner, Michael Ames. Learn how to protect your assets, reduce taxes, avoid probate, and create a solid legacy using wills, trusts, and more. Perfect for retirees, families, and business owners.
May 21, 2025
11:00a - 12:30p
Cain Center for the Arts
05/21/25 Estate Planning Seminar
Attend a free estate planning seminar with Certified Financial Planner, Michael Ames. Learn how to protect your assets, reduce taxes, avoid probate, and create a solid legacy using wills, trusts, and more. Perfect for retirees, families, and business owners.
May 19, 2025
11:00a - 12:30p
Cain Center for the Arts
05/19/25 Estate Planning Seminar
Attend a free estate planning seminar with Certified Financial Planner, Michael Ames. Learn how to protect your assets, reduce taxes, avoid probate, and create a solid legacy using wills, trusts, and more. Perfect for retirees, families, and business owners.
February 6, 2025
11:00a - 12:30p
Cain Center for the Arts
02/06/25 Estate Planning Seminar
Attend a free estate planning seminar with Certified Financial Planner, Michael Ames. Learn how to protect your assets, reduce taxes, avoid probate, and create a solid legacy using wills, trusts, and more. Perfect for retirees, families, and business owners.
February 3, 2025
11:00a - 12:30p
Cain Center for the Arts
02/03/25 Estate Planning Seminar
Attend a free estate planning seminar with Certified Financial Planner, Michael Ames. Learn how to protect your assets, reduce taxes, avoid probate, and create a solid legacy using wills, trusts, and more. Perfect for retirees, families, and business owners.
October 29, 2024
10:00a - 11:30a
Cain Center for the Arts
10/29/24 Estate Planning Seminar
Attend a free estate planning seminar with Certified Financial Planner, Michael Ames. Learn how to protect your assets, reduce taxes, avoid probate, and create a solid legacy using wills, trusts, and more. Perfect for retirees, families, and business owners.
October 29, 2024
10:00a - 11:30a
Cain Center for the Arts
10/29/24 Estate Planning Seminar
Attend a free estate planning seminar with Certified Financial Planner, Michael Ames. Learn how to protect your assets, reduce taxes, avoid probate, and create a solid legacy using wills, trusts, and more. Perfect for retirees, families, and business owners.
October 28, 2024
10:00a - 11:30a
Cain Center for the Arts
10/28/24 Estate Planning Seminar
Attend a free estate planning seminar with Certified Financial Planner, Michael Ames. Learn how to protect your assets, reduce taxes, avoid probate, and create a solid legacy using wills, trusts, and more. Perfect for retirees, families, and business owners.
August 1, 2024
11:00a - 12:30p
Cain Center for the Arts
08/01/24 Estate Planning Seminar
Attend a free estate planning seminar with Certified Financial Planner, Michael Ames. Learn how to protect your assets, reduce taxes, avoid probate, and create a solid legacy using wills, trusts, and more. Perfect for retirees, families, and business owners.
July 30, 2024
6:00p - 7:30p
Cain Center for the Arts
07/30/24 Estate Planning Seminar
Attend a free estate planning seminar with Certified Financial Planner, Michael Ames. Learn how to protect your assets, reduce taxes, avoid probate, and create a solid legacy using wills, trusts, and more. Perfect for retirees, families, and business owners.
May 23, 2024
10:00a - 11:30a
North County Regional Library
05/23/24 Estate Planning Seminar
Attend a free estate planning seminar with Certified Financial Planner, Michael Ames. Learn how to protect your assets, reduce taxes, avoid probate, and create a solid legacy using wills, trusts, and more. Perfect for retirees, families, and business owners.
May 22, 2024
6:00p - 7:30p
North County Regional Library
05/22/24 Estate Planning Seminar
Attend a free estate planning seminar with Certified Financial Planner, Michael Ames. Learn how to protect your assets, reduce taxes, avoid probate, and create a solid legacy using wills, trusts, and more. Perfect for retirees, families, and business owners.
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