Classes

Our team of advisors teach classes on a range of topics from financial planning for expecting parents, to saving for college, retirement, and more. Please find our full list of classes below. Contact us if you would like to learn about a specific class offering, or for any event or seminar you would like us to provide for your group or company.  Check back as our class offerings are constantly being updated.

To learn more or for any questions please call 704-557-9754 or email [email protected]


Matthews, NC - Novant Matthews

Date & Time
May 2, 2020 - 10:00am
August 1, 2020 - 10:00am
November 7, 2020 - 10:00am

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Huntersville, NC - Novant Huntersville

Date & Time
February 8, 2020 - 10:00am
June 13, 2020 - 10:00am
October 10, 2020 - 10:00am

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Charlotte, NC - Novant Presbyterian

Date & Time
January 15, 2020 - 10:00am
February 22, 2020 - 10:00am
March 18, 2020 - 6:00pm
April 22, 2020 - 6:00pm
May 6, 2020 - 6:00pm
June 10, 2020 - 6:00pm
July 18, 2020 - 10:00am
August 22, 2020 - 10:00am
September 16, 2020 - 6:00pm
October 24, 2020 - 10:00am
November 14, 2020 - 10:00am
December 2, 2020 - 6:00pm

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