Events by Heafner Financial

Events

Heafner Financial offers different events throughout the year such as workshops for business owners, lunch and learns, and more.  Check back often to see the upcoming events schedule.  Any questions regarding the events – info@HeafnerFinancial.com.  We look forward to seeing you!

There are no upcoming events at this time.
Please check back again soon.

Past Events


Ties & Tails Gala to benefit the Charlotte Humane Society

November 11, 2017
This event raised over $275,000 for the Charlotte Humane Society.

Ties & Tails Gala

Jim & Liz at the Ties & Tails Gala

Ties & Tails Gala

Pamela & Joe Moody with our pet photo winners Sallie & Sailor

 

 

 

 

 

 

 

 

 

 

Tax Law Solutions Seminar
November 2, 2017
Maggiano’s Little Italy
This was an information-packed session over dinner for small business owners to learn how to slash their taxes.  Some of the highlights included a discussion on how the top 1% pays their taxes, how to shield millions of your income from taxation and how to lower your tax rate.

TLS Seminar

TLS Seminar


Doctor’s Academy of Economics

October 18 & 19
Ruth’s Chris Steak House
This workshop focused on the medical profession and how reducing taxes could greatly benefit doctors.  In our experience, most physician, and dentists are unwittingly undermining their wealth-building efforts.  It’s like they’re climbing up a steep mountain with a bag of rocks on their back. Jim Heafner is an expert at removing that heavy load and guiding you to the fastest and most direct path to the summit. He knows the common mistakes that doctors make, and how to avoid them. Reducing your taxes is key.


College Funding Workshops

August 2017
These workshops were designed for parents with college-bound sophomore, junior and senior level children.  Topics that were discussed included financial aid eligibility and other valuable information to receive the maximum amount of grants, scholarships, and financial aid.  Also included was information related to understanding cost-effective options to fund college, and how to avoid costly pitfalls without putting a strain on your retirement and the rest of your family’s finances.

College Funding Workshop

Free workshop designed to help families plan for college expenses.

College Funding

Blake leading one of our College Funding Workshops.

 

 

 

 

 

 

 

 

 

 

Power of Zero Workshops
August, April, March
These courses were designed for folks planning for retirement, nearing retirement age or recently retired.  Topics included: determining if you have enough money for retirement, protecting your assets in a rising tax environment, 3 basic types of retirement accounts to maximize cash flow, the benefits of a Roth conversion, maximizing Social Security income, protecting your portfolio against stock market loss, reducing or eliminating unwanted expenses or delays with estate planning, understanding if your portfolio is truly “diversified”, and avoiding the 3 major pitfalls of retirement distribution planning.

Jim leading the Power of Zero Workshop.

 

Our Team

Blake Boelke

New Business Support

Blake Boelke

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Cassie Bishop

Customer Service Manager

Cassie Bishop

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Alexandria Davis

VP of Operations

Alex Davis

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Kristina Fausel

Director of New Business

Kristina Fausel

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Anne Wright

Director of First Impressions

Anne Wright

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