Broker Check

Seminars and Workshops 

When you need help with retirement planning, you can trust Gate City Advisors to provide you with the necessary information to retire comfortably. Gate City Advisors is committed to providing our clients with valuable tax, Social Security, and Medicare planning information. Below is a list of workshops available to provide you with relevant information. For more information about retirement planning, contact us today.



Upcoming Seminars

Retire On Purpose

Register Now

Register Now

Come learn about retirement beyond the dollars and cents. 

  • How do you define retirement?
  • What will you be passionate about in retirement?
  • What will you be doing in retirement?
  • Who will be coming and going from your life while in retirement?


When:    June 26th  


Where:   Gate City Advisors Office 
                328 East Market St 
                Greensboro, NC 27401 

              Also Available via webinar using WebEx 

Time:   Registration 6:00-6:30
             Presentation 6:30-7:30

Previous Workshops

Retire On Purpose

Come learn about retirement beyond the dollars and cents. 

  • How do you define retirement?
  • What will you be passionate about in retirement?
  • What will you be doing in retirement?
  • Who will be coming and going from your life while in retirement?


When:    June 26th  


Where:   Gate City Advisors Office 
                328 East Market St 
                Greensboro, NC 27401 

              Also Available via webinar using WebEx 

Time:   Registration 6:00-6:30
             Presentation 6:30-7:30



Managing Health Care Expenses in Retirement 

Come and learn What Baby Boomers Need to Know About Medicare and Long-Term Care.

  • Properly Sign Up for Medicare to Avoid Penalties
  • Coordinate Private Insurance with Medicare
  • Cover Your Higher Health Care Costs in Retirement
  • Get the Care You Want Later in Retirement

When:    April 26th  

Where:   Gate City Advisors Office 
                328 East Market St 
                Greensboro, NC 27401 

              Also Available via webinar using WebEx 

Time:   Registration 6:00-6:30
             Presentation 6:30-7:30


Taxes in Retirement 

Come and learn from Sherwood Greer as we discuss the most tax efficient way to withdraw your assets in retirement.

We will discuss the Real Tax System  

  • Required Minimum Distributions 
  • Capital Gains
  • Social Security Benefits 
  • Medicare Premiums 
  • Potential Roth Conversions or Large Withdraws from IRAs
  • 3.8 Percent Net Investment Income Tax 

When:   February 27th  | March 10th

Where:    Gate City Advisors Office 
                328 East Market St 
                Greensboro, NC 27401 

              Also Available via webinar using WebEx 

Time:   Registration 6:00-6:30
             Presentation 6:30-7:30  


Social Security and Retirement Income Strategies   
Join Gate City Advisors as we address the 9 things you need to know in order to make the most of Social Security benefits for your retirement.  
 

When:   January 30th  

Where:    Gate City Advisors Office 
                328 East Market St 
                Greensboro, NC 27401 

              Also Available via webinar using WebEx 

Time:   Registration 6:00-6:30
             Presentation 6:30-7:30