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    Upcoming Educational Classes

    The Retirement Harvest Class

    Our educational classes are held at local community colleges. Currently we offer a 2-night, 6-hour class. The course includes a workbook and many supporting documents. This is an educational only event with no specific individual advice. All topics are covered with no instructor bias toward any subject. Absolutely no sales or product pitches at our educational events. The cost of our 6-hour class is $39, which includes the workbook and supporting documentation. If you would like to attend a future class, please call or fill out registration.

    The Annuity Hour Educational Classes

    A free, no-obligation class on what an annuity is, how it works and if it might be a good fit for your overall financial strategy. Todd also will discuss the pros and cons of different types of annuities and rider options, as well as what to avoid.

    The Retirement Harvest class is full for September 10th and 17th
    but please call to be added to our waitlist

    Our Calendar of Events

    Retirement Harvest Registration
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    How's Your Retirement Harvest?
    Meet Kenneth Stephenson

    Kenneth and his team focus on a five-step planning process which includes structured retirement and Social Security income planning, investments, tax efficiency in retirement, healthcare planning, and estate planning.

    » Learn more about Kenneth
    Kenneth’s New Book

    Click here to get your copy of , "Retirement Harvest, Your Guide For the Fall and Winter of Life".

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    Visit Our RIA

    Quest 10 Wealth Builders, Inc. is the investment arm of the company and is a Registered Investment Advisor in the state of NC.

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    Investment advice is provided by Quest 10 Wealth Builders, Inc., a Registered Investment Adviser with the NC Secretary of State Securities Division. Insurance and annuity products are sold separately through Complete Financial Solutions, Inc., an affiliated entity. Securities transactions for Quest 10 Wealth Builders, Inc. are placed through Fidelity Investments and TD Ameritrade. Quest 10 Wealth Builders, Inc. and Complete Financial Solutions, Inc. are not affiliated with Fidelity Investments and TD Ameritrade.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.