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"Most of our clients want to learn ways to increase income, reduce taxes, and not run out of money (without market risk or unnecessary fees). At one of our events you'll learn how to avoid the most common mistakes, in order to help you make sound financial decisions."

- Matthew J Dixon, Partner


Dinner Seminars

   We host several series of dinner seminars around the SC Upstate, educating the community on how to better prepare for retirement. These seminars are complimentary and always include a complementary meal and take home materials. If you're interested in signing up for one of our seminars fill out the form below.


Educational Workshops

     We host several series of educational workshops around the SC Upstate on various topics: Taxes in retirement, New Tax Laws and How They Affect You, Social Security, and Retirement Planning. You can usually find us holding these workshops in city halls, recreational centers, and colleges and universities, educating the community about these topics and helping them prepare for retirement. These workshops are complimentary and always include take home materials. If you're interested in signing up for one of our workshops fill out the form below.


Lunch and Learns

    We host several Lunch and Learns around the Upstate SC area every year with companies such as Duke Energy and Jacobs Engineering. While these events aren't open to the general public, you are welcome to submit the form below to see if we planning any Lunch and Learns with your company soon.

Dinner Seminars and Educational Workshops

At Black Harbor Wealth Management, we hold informational seminars and workshops for our clients and the greater community that feature information on specific topics such as retirement income strategies, asset protection, taxes in retirement, changes to the current tax code and new tax laws, and maximizing social security.

Often, our seminars and workshops include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no obligation meeting whenever you attend a seminar.

If you are interested in attending one of our upcoming events please fill out the form to the right. Within 24 hours one of our office staff will contact you about our upcoming event schedule and the topics we'll be covering.



November Seminar Schedule

Tuesday, November 13th at 6:00pm at Ruth's Chris in Greenville, SC

Thursday, November 15th at 6:00pm at Ruth's Chris in Greenville, SC

(Please note that seats must be reserved , in advance, with the form on the right in order to attend. Seats cannot be reserved for brokers/agents/dealers/advisors, and those under the age of 55. First time attendees only please.)



Wednesday, November 14th at 6:30pm at Greer City Hall in Greer, SC on Taxes

Thursday, November 15th at 6:30pm at Greer City Hall in Greer, SC on Taxes




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The information contained herein is developed from sources believed to be reliable and is provided for informational purposes only. Advisory services are offered through AE Wealth Management, LLC. (“AE”) a registered investment adviser and may only be offered in states where registered. This is not an offer to sell securities or provide investment advice which may be done only after a client suitability review is conducted and appropriate disclosures made. Neither the Black Harbor Wealth Management provide tax or legal advice. Black Harbor Wealth Management and AE Wealth Management, LLC are not affiliated.