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Social Security Workshop

July 15, 2025 | 6:15 pm
Charles Mack Citizen Center
215 N Main St, Mooresville, NC 28115

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It’s never too early – or too late – to take control of your financial future. Schedule your complimentary 15-minute consultation and discuss how we can help you ACE Your Retirement or register for one of our events.

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Our Location:

5970 Fairview Rd. | Suite 400 | Charlotte, NC 28210
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Our Location:

5970 Fairview Rd. | Suite 400
Charlotte, NC 28210
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704.302.1141

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Privacy Policy | Terms of Use | Disclosures & CRS

Investment advisory services are offered through Blue Wealth Inc., an SEC-Registered Investment Adviser. Insurance products and services are offered through Blue Financial, Inc. Blue Wealth Inc. and Blue Financial, Inc. are affiliated entities under common ownership. Blue Financial is a registered business name of Blue Wealth Inc.

Any media logos and/or trademarks used on this website are the property of their respective owners, and no endorsement by those owners of Blue Wealth Inc. or Blue Financial, Inc. is stated or implied.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams refer only to fixed insurance products offered through Blue Financial, Inc. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products and may be subject to fees, surrender charges, and holding periods that vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in materials obtained from this website are provided by third parties and are believed to be reliable; however, accuracy and completeness cannot be guaranteed. This information is provided for informational purposes only and is not a solicitation to buy or sell any product. The information should not be relied upon as the sole basis for financial decisions and should not be construed as advice tailored to any individual’s situation.

To view the most recent Blue Financial Form CRS, click here: https://adviserinfo.sec.gov/firm/summary/330324