Maximizing Your Retirement Income
Smart Investment Strategies
Long-term Care and Tax Strategies
Protecting Your Assets
Creating the Retirement Lifestyle You Deserve
Who should attend: Nurses and Medical Administration Employees, Ages 55+ (One guest welcomed)
When & Where: Thursday, October 22, 2026, 6:15 – 8:00 pm (EST) at Maggiano’s Little Italy, 4400 Sharon Rd, Charlotte, NC 28211
Registration: Registration is required to secure your spot
Founder and Advisor
For over 30 years, Joseph E. Roseman, Jr. “Joe,” has helped hardworking Americans build wealth through innovative financial strategies and pursue retirement without sacrificing their current lifestyle. Joe believes every client has unique circumstances, experiences, and assets. As a fiduciary advisor and mentor, he educates and assists clients in developing income and retirement plans tailored to their individual needs.