Global Plains Advisory Group




James D. Stillman has been in the retirement services industry for over 15 years.  Having discovered that seniors face many challenges that could be helped with proper education and planning, his goals are to serve the senior market by presenting information in an easily understood and applied format so they can make wise choices to protect their assets. 

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JDS Wealth Management Corp.
119F Poplar Pointe Drive
Mooresville, NC  28117


Phone: (704) 660-0214
Fax: (704) 660-0227

james@jdswealthmanagement.com
kelly@jdswealthmanagement.com

 

 

 

 

Upcoming Events


Due to the significance of issues that can arise from an unplanned or poorly planned retirement, JDS Wealth Management Corp. makes education and guidance a top priority for pre-retirees and retirees in the Lake Norman, North Carolina area.  To attend one of our free educational events, fill out the registration fields below or call us at (704) 660-0340.



Epic Chophouse
104 South Main Street, Mooresville, NC
www.epicchophouse.com


*Thursday September 11th, 2014 - 6:00pm
*Tuesday September 16th, 2014 - 6:00pm
Topic: Social Security Optimization
Ages: 55+






Chillfire Bar & Grill
121-A Cross Center Road, Denver, NC (Intersection of 16 & 73)
www.chillfiregrill.com

*Thursday October 9th, 2014 - 6:00pm
*Tuesday October 14th, 2014 - 6:00pm
Topic: TBD
Ages: 50+




 

ONLINE REGISTRATION
All fields marked with a * are required.

*First Name:

*Last Name:

*Address:

*City, State, Zip:

*Day Phone:

Evening Phone:

Email Address:

Which workshop would you like to attend?