Heritage Tax and
Retirement Advisors, LLC.
Educational Seminars
Heritage has made a commitment to educating the community on issues concerning the financial pitfalls of life. We hold seminars throughout eastern North Carolina teaching strategies to arm people with the power to control their financial futures. During these hard economic times, it is now, more than ever, that we educate ourselves on how to maintain our quality of life and prepare for a safe financial future.
To enhance our ability to reach inside our communities, we have formed strategic Partnerships within the following industries: Churches, Non-Profit Organizations, Banks, Universities/Colleges, Judicial/Legal, Political, Business Development, and Community Leaders. These partnerships allow us the ability to bring a full service approach to satisfying every one of our clients' needs.
We offer comprehensive seminar packages that educate participants on the following topics: Life Audits, Social Security, Life Insurance, Taxes, Wills & Trusts and Wealth Transfer. Or, if you have other specific topics, we can customize a seminar that fits your community needs. Our seminars are always delivered at no cost for any business, organization or individual who would like to host one of their own. If you are interested in Heritage conducting a seminar in your community, please click
To enhance our ability to reach inside our communities, we have formed strategic Partnerships within the following industries: Churches, Non-Profit Organizations, Banks, Universities/Colleges, Judicial/Legal, Political, Business Development, and Community Leaders. These partnerships allow us the ability to bring a full service approach to satisfying every one of our clients' needs.
We offer comprehensive seminar packages that educate participants on the following topics: Life Audits, Social Security, Life Insurance, Taxes, Wills & Trusts and Wealth Transfer. Or, if you have other specific topics, we can customize a seminar that fits your community needs. Our seminars are always delivered at no cost for any business, organization or individual who would like to host one of their own. If you are interested in Heritage conducting a seminar in your community, please click
"I do not want the peace that passeth understanding. I want
the understanding that bringeth peace."
-Helen Keller
the understanding that bringeth peace."
-Helen Keller
Knowledge is Power!