Upcoming Events
Scroll to see Dinner Seminars, Educational Events, & On-Demand Webinars with CERTIFIED FINANCIAL PLANNER™ Steve Gaito

Twisted Oak Bar & Grill
Join us at Twisted Oak Bar and Grill in Statesville, NC for a night of food, fun, and education! Don’t miss this wonderful opportunity!
Tuesday, September 26th
6:00 pm
Twisted Oak Bar and Grill- 121 N Center St, Statesville, NC 28677
Register Below!
Market on Main
Save your seat now for a night filled with an enlightening blend of education and delectable cuisine in Hickory, NC!
Thursday, September 28th
6:00 pm
Market on Main- 335 Main Ave SW, Hickory, NC 28601
Register Below!
Don’t Forget to Check Out our List of On-Demand Webinars!
‘Don’t worry, retire happy’
Free Webinar Co-Hosted by Tom Hegna and Steve Gaito
Uncover the dead-simple retirement strategy that happy & stress-free retirees use to make the most from the least…with the smallest amount of risk possible.
‘PAYCHECKS & PLAYCHECKS’
Free Webinar Co-hosted by Tom Hegna and Steve Gaito
Finally! Discover the math & science behind a simple retirement solution that allows you to live stress-free in your golden years (unaffected by the stock market, inflation, and other uncontrollable risks).
‘who wants to be a millionaire’
Free Webinar Co-hosted by Tom Hegna and Steve Gaito
Uncover the three pillars of building wealth in today’s unique financial landscape, including the secret strategies that 7-figure households use to get ahead!
‘HOW CAN LIFE INSURANCE POWER YOUR RETIREMENT’
Free Webinar Co-Hosted by Tom Hegna and Steve Gaito
Never spend another second worrying about outliving your money…and prepare to enjoy your retirement to the fullest!
‘pROTECTING YOUR RETIREMENT FROM WASHINGTON’
Free Webinar Hosted by Steve Gaito
In this webinar, you will learn:
– What are the four greatest risks in retirement?
– What will impact my retirement tax bill?
– How can taxes change in retirement?
‘SOCIAL SECURITY BENEFITS’
Free Webinar Co-Hosted by Tom Hegna and Steve Gaito
The Social Security maximization strategies that you won’t learn on Google or hear about from the “advisor” down the street!
‘RETIREMENT IS ABOUT INCOME, NOT ASSETS’
Free Webinar Hosted by Steve Gaito
In this webinar, Steve and Tom answer seven important questions, such as ‘When can I retire without running out of money?’ and ‘How would it affect my family if I die prematurely?’