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Description
Presented by Dyer & Company
Wednesday, October 28 | 5:30–7:30 p.m.
You’ve spent decades building a financial life. Now the questions change.
Join The Charlotte Ledger and Dyer & Company for a free conversation designed specifically for Gen X Charlotteans. We’ll bring together financial experts to break down the money questions you’re probably thinking about but might not know who to ask.
We’ll talk about:
How to think about your money differently as you move from saving for retirement to using what you’ve built
Tax-efficient strategies for taking distributions from retirement accounts
The estate-planning basics worth having in place, including wills, trusts and powers of attorney
How to approach legacy planning and charitable giving in a way that reflects what matters to you
The financial information and documents your family should be able to find and understand
How to start productive conversations with your family about money, inheritance and your wishes
Practical ways to recognize and protect yourself from financial fraud and scams
Have a question you’d like our panelists to answer? You can submit your question when you register or bring it to the event!
Event details:
Free to attend
Free beer or wine and refreshments provided
5:30–6 p.m.: Networking and refreshments
6–7 p.m.: Panel discussion
After the event, stick around and walk around the museum free of charge!
Location:
Mint Museum Randolph: Ivey Forum
2730 Randolph Road
Charlotte, NC 28207
Questions? Contact Ava Mikeal at ava@cltledger.com.
We’d also like to thank our official banking partner, Huntington Bank, and our supporting partners, The Mint Museum and Caregiving Corner, for helping make this series possible!
Dyer & Company is the official sponsor of the Charlotte Ledger’s Financial Education Series, providing monetary and educational support. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Dyer & Company’s sponsorship of the series does not constitute an endorsement of Dyer & Company by The Charlotte Ledger or its associates. The Charlotte Ledger is not a client of Dyer & Company.
By signing up for this event, you are also signing up for a free subscription to The Charlotte Ledger. You may unsubscribe at any time.
Date & Time
Wed, Oct 28, 2026 5:30 PM - 7:30 PM
Venue Details
Mint Museum Randolph
2730 Randolph Rd, 2730 Randolph RoadCharlotte, North Carolina 28211
