Bradshaw Financial Planning Events

Hosted by Bradshaw Financial, the series of events through our seminars and workshops are offered complimentary to our community. Stay informed about today’s economic climate and learn more about retirement options by joining us at one of our financial seminars. Call today or fill out the below to get started in reserving your seat for one of our upcoming events.

Webinar will be available on July 30, 2020
Time: 2pm

Topics Include:

  • Maximizing Your Retirement Plan
  • Benefits of Converting to a Roth IRA
  • Tax-Aware Investing Strategies
  • Charitable Giving Options
  • Tax Credits, Deductions, & Expenses
  • Moves to Consider

RSVP at (704) 216-2260 or logan@bradshawfp.com

While nothing can replace our time together, we will be honoring you this year by donating our usual event funds toward supporting Meals on Wheels Rowan.

We hope you understand our decision to keep you healthy and safe, as well as give to one of the greatest needs in our community. We look forward to resuming our annual baseball game outing with you in 2021. 

Webinar will be available on August 27, 2020
Time: 2pm

Topics Include:

  • About Wills
  • About Trusts
  • About Probate
  • Duties of a Personal Representative
  • Cons of Lacking a Will

RSVP at (704) 216-2260 or logan@bradshawfp.com

Webinar will be available on September 10, 2020
Time: 12pm

Topics Include:

  • TBD

RSVP at (704) 216-2260 or logan@bradshawfp.com

Webinar will be available on September 17, 2020
Time: 12pm

Topics Include:

  • SHIIP & SHIIP Counselors
  • Medicare Eligibility
  • Enrollment
  • Original Medicare vs. Medicare Advantage
  • Medigap
  • Hospital & Doctor Visits
  • Prescriptions
  • Savings Programs

RSVP at (704) 216-2260 or logan@bradshawfp.com

Please check in closer to date for updates as COVID-19 changes develop

Date: October 29, 2020
Time: 6:30PM-9:00PM
Location: TBD

We warmly invite you to join us for an evening of food, drinks, and friendly conversation. This special event is to show our appreciation to our newest clients and to thank those clients for the introduction to their close friends and family. We are very grateful for the trust and confidence you have in our firm. We look forward to a wonderful evening together and sincerely hope you will be able to attend. o RSVP at (704) 216-2260 or megan@bradshawfp.com

RSVP at (704) 216-2260 or megan@bradshawfp.com

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