Events
Upcoming Events
Savvy Social Security - Part 2
This session is part of the Savvy Financial Series - a free, ongoing virtual program presented in partnership with Wake County Public Libraries. Your instructor, Fred Lowry, CRC®, will guide you through key topics designed to help you achieve financial success.
Savvy Health Care Planning
This session is part of the Savvy Financial Series - a free, ongoing virtual program presented in partnership with Wake County Public Libraries. Your instructor, Fred Lowry, CRC®, will guide you through key topics designed to help you achieve financial success.
Past Events
April 14, 2026
6:30p - 7:30p
Online Event
Savvy Retirement Accounts
This session is part of the Savvy Financial Series - a free, ongoing virtual program presented in partnership with Wake County Public Libraries. Your instructor, Fred Lowry, CRC®, will guide you through key topics designed to help you achieve financial success.
March 12 - March 19, 2026
6:30p - 9:00p
Wake Technical Community College - Northern Wake Campus
Principles of Retirement Planning at Wake Tech
This is a two-session course that addresses the biggest concerns and challenges faced by most Americans when planning their retirement strategy. Your instructor will cover the essentials of a sound retirement plan and break down key concepts in easy-to-understand terms. You will leave with a much better understanding of retirement planning and have the tools, insights, and strategies you need to make informed decisions and confidently build a plan that will help you pursue your specific needs and goals.
March 3, 2026
6:30p - 7:30p
Online Event
Savvy Tax Planning
This session is part of the Savvy Financial Series - a free, ongoing virtual program presented in partnership with Wake County Public Libraries. Your instructor, Fred Lowry, CRC®, will guide you through key topics designed to help you achieve financial success.
February 10, 2026
6:30p - 7:30p
Online Event
Savvy Generational Planning Planning
This session is part of the Savvy Financial Series - a free, ongoing virtual program presented in partnership with Wake County Public Libraries. Your instructor, Fred Lowry, CRC®, will guide you through key topics designed to help you achieve financial success.
January 13, 2026
6:30p - 7:30p
Online Event
Savvy Long Term Care Planning
This session is part of the Savvy Financial Series - a free, ongoing virtual program presented in partnership with Wake County Public Libraries. Your instructor, Fred Lowry, CRC®, will guide you through key topics designed to help you achieve financial success.
December 9, 2025
6:30p - 7:30p
Online Event
Savvy Tax Planning
This session is part of the Savvy Financial Series - a free, ongoing virtual program presented in partnership with Wake County Public Libraries. Your instructor, Fred Lowry, CRC®, will guide you through key topics designed to help you achieve financial success.
November 13 - November 20, 2025
6:30p - 9:00p
Wake Technical Community College - Southern Wake Campus
Principles of Retirement Planning at Wake Tech
This is a two-session course that addresses the biggest concerns and challenges faced by most Americans when planning their retirement strategy. Your instructor will cover the essentials of a sound retirement plan and break down key concepts in easy-to-understand terms. You will leave with a much better understanding of retirement planning and have the tools, insights, and strategies you need to make informed decisions and confidently build a plan that will help you pursue your specific needs and goals.
November 4, 2025
6:30p - 7:30p
Online Event
Savvy IRA Planning
This session is part of the Savvy Financial Series—a free, ongoing virtual program presented in partnership with Wake County Public Libraries. Your instructor, Fred Lowry, CRC®, will guide you through key topics designed to help you achieve financial success.
March 10, 2025 - March 17, 2026
6:30p - 9:00p
Wake Technical Community College - Northern Wake Campus
Principles of Retirement Planning at Wake Tech
This is a two-session course that addresses the biggest concerns and challenges faced by most Americans when planning their retirement strategy. Your instructor will cover the essentials of a sound retirement plan and break down key concepts in easy-to-understand terms. You will leave with a much better understanding of retirement planning and have the tools, insights, and strategies you need to make informed decisions and confidently build a plan that will help you pursue your specific needs and goals.