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.
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.
Mickey & Mooch
9723 Sam Furr Road, Huntersville, NC
*Thursday August 14th, 2014 - 6:00pm
*Tuesday August 19th, 2014 - 6:00pm
Topic: Smart & Simple Social Security Planning
104 South Main Street, Mooresville, NC
*Tuesday September 9th, 2014 - 6:00pm
*Thursday September 11th, 2014 - 6:00pm