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Description
Presented by Dyer & Company
Wednesday, October 21 | 5:30–7:30 p.m.
This is the financial sandwich years. Retirement suddenly feels a whole lot closer. Kids may still need support. Parents may need more help. And somewhere in the middle of all of that, you’re supposed to make sure your own financial future is on track.
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 tell whether you’re actually on track for retirement — and what to do if you’re not
Ways to make the most of your remaining working years, including catch-up savings strategies
When it may make sense to rethink your investment strategy as retirement gets closer
Roth conversions and other retirement-planning decisions worth understanding before you need to make them
How to balance your own financial future with the needs of children and aging parents
The financial and practical steps that come with helping a parent or navigating the loss of a loved one
The important documents and family conversations that can make life much easier when circumstances change
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 21, 2026 5:30 PM - 7:30 PM
Venue Details
Mint Museum Randolph
2730 Randolph Rd, 2730 Randolph RoadCharlotte, North Carolina 28211
