IN COORDINATION WITH THESE TWO WONDERFUL NON-PROFITS!
Click Below To Watch Our Pre-Covid Shred Day Fun!
FREE SHRED DAY! 
CHARLOTTE 
MAY 22nd, 10:00 AM - 1:00 PM
Properly disposing of personal documents is a necessary step in safeguarding and protecting your personal information and preventing identity theft.
FREE BONUS: Up to 30 Bags or Boxes of documents shredded at no cost!
JOIN US!
Your Invited!
Back by Popular Demand our "Annual Shred It Party" with a social distance twist.. 
Drive by drop off documents to shred, pick up your JPFG complimentary mask, support a cause that helps our community, and wave hello! 

The public is encouraged to gather sensitive documents - old tax returns, bank statements, cancelled checks, etc - and bring them to be shredded, free of charge, as a community service of JP Financial Group.

Documents are shredded ON THE SPOT. Protect yourself and your documents!
NEW THIS YEAR!

This year's event continues to be ENTIRELY FREE to attend and shred to your heart's content. 

We will encourage you, however, to make a donation to one (or both!) of our chosen charities:

The Charlotte Post Foundation 
or 
Faith in Action Community and Educational Transitional. 


(Register today and information on how to donate will be provided with your registration confirmation.)

Documents are shredded ON THE SPOT. Protect yourself and your documents!

CONVENIENT LOCATION

Just off S. McDowell St and E. Morehead St
Parking Lot of
801 E. Morehead St, Suite 305 
Charlotte NC 28202
RESERVE YOUR SPOT
Protect Your Identity And Your Documents
Services provided by Shred-it Charlotte
With over 25 years of experience, Shred-it is Charlotte's best choice for Information Security solutions. They protect what matters!

We are expecting quite a turnout so to help with traffic flow, we will shred up to what would fit in 5 garbage bags or office supply 'banker boxes' while you wait. If you have more than that we may ask for your patience and attend to all your documents during a lull period. (Boxes not required, items can also be placed in plastic bags or whatever you can haul them in!) 

If you use boxes you want back, you will be able to keep them (Shred-it will not be taking your boxes). 

NO PAPER CUTS!
Save Yourself The Time and Hassle of Doing-it-Yourself
We've Hired A Professional Company With A HUGE MOBILE SHREDDING TRUCK To Do The Job For You!!
GETTING READY!
Preparations for Shredding
Federal document shredding recycles the paper you bring so there are items that cannot be mixed with shredding. You don’t have to remove paperclips or staples. 

Please pull the following items out before arriving so we can get you in and out very quickly. 
  • Any plastic bags (you can bring items in plastic bags, items will just need to be removed before shredding)
  • ​Plastic checkbook covers 
  • ​Metal Hanging file folders 
  • ​Binder clips 
  • ​Three ring binders 
  • ​No batteries of any kind
  • ​Newspapers & Phone Books 
  • ​Magazines 
You can observe your documents being shredded, thus having total peace of mind that your documents have been destroyed. 
GATHER YOUR ITEMS!
Always shred or destroy:
• Financial Statements
• Tax Documents
• Social Security #s
• Contracts
• Pay Stubs
• Receipts
• Invoices
• Hard Drives
• Photographs
• Telephone Numbers
• Addresses
• Account Records
• Bank Statements
• Magazine Labels
• Confidential Notes
• Insurance Policies
• Brokerage Reports
• Video Tapes
• Employment Applications
• Credit Card Statements
• Legal Documents
• Cancelled Checks
• Account Information
• Personnel Files
• Signatures
• Tax Records
• Medical Records
• CDs and Other Media
• Printed Emails
• Etc...

REGISTER TODAY
Yes, I want my documents shredded to oblivion!
Maximizing Your Social Security Benefits & Retirement Income
Coordinating Social Security And Retirement Income In A Tax Efficient Manner
CUSTOM JAVASCRIPT / HTML

Wed, June 26th
6:00 p.m. 

Matthews Library
230 Matthews Station St.
Matthews, NC 28105
Planning For Long Term Care
Learn Ways to Help Protect Your Retirement

Tues, July 23rd
6:00 p.m. 

University Regional Library
301 E W.T. Harris Blvd
Charlotte, NC 28262
CUSTOM JAVASCRIPT / HTML

Wed, July 24th
6:00 p.m. 

Morrison Regional Library
7015 Morrison Blvd
Charlotte, NC 28211

Thurs, July 25th
6:00 p.m. 

Beatties For Regional Library
2412 Beatties Ford Rd
Charlotte, NC 28216
Women, Wisdom and Wealth ~ Retire NOW!

Thursday, November 8th,  6:00 p.m. 
Steel Creek Library

13620 Steel Creek Rd
Charlotte NC 28273
Annual Health & Wealth Symposium

Saturday, February 23rd,  
11:30 a.m - 1:30 p.m. 
Carole Hoefener Center

610 East 7th Street
Charlotte, NC 28202
Women, Wisdom and Wealth ~ Retire NOW!

Tuesday, December 11th,  6:00 p.m. 
The Packhouse Restaurant

500 E. Morehead Street, Suite 150-A
Charlotte, NC 28202
Women, Wisdom and Wealth ~ Retire NOW!

Tuesday, December 6th,  6:00 p.m. 
LOCATION TBD

Location tbd
Women, Wisdom and Wealth ~ Retire NOW!

Thursday, December 13th,  6:00 p.m. 
LOCATION TBD

Location tbd
What Women Need To Know About Social Security

Thursday, Oct. 4th,  10:00 a.m. 
Morrison Regional Library

7015 Morrison Blvd
Charlotte, NC 28211 
What Women Need To Know About Social Security

Thursday, Oct. 4th,  6:00 p.m.
Morrison Regional Library

7015 Morrison Blvd
Charlotte, NC 28211 
Your Information
Select Your Date & Time
Names of Others Coming With You
Anything You Want Us to Know?
Women of all ages are beginning to realize the importance of being informed and becoming actively involved in securing their financial futures. 

These informative and fun workshops are specifically designed to address the financial issues faced by women ages 50 and older. Expect to have a little fun and obtain some meaningful information with none of the usual financial double-talk. There are no costs of any kind, and no obligation.

Among Other Things, You Will Learn:
  • ​How much money will you need in retirement?
  • ​People are living longer. Learn why a 30+ year retirement Is possible, how to preserve capital, and how to create income designed to last throughout retirement. 
  • ​The role of Social Security plays in your overall income plan 
  • ​How today’s economic environment might challenge traditional assumptions about asset allocation. 
  • ​How much can you safely withdraw annually from your retirement assets to help ensure an income that lasts? 
  • ​How do health care expenses factor into your retirement income strategy?   

Someone turning age 65 today has almost a 70% chance of needing long-term care at some point in their lives. 
What is your plan for care? 
We will discuss:
  • ​What is long-term care?
  • ​Why long-term care is a critical component of your retirement strategy. 
  • ​How planning ahead can benefit you and your loved ones. 
  • ​A new hybrid approach to long-term care coverage. 
  • ​How to leverage your retirement portfolio to help minimize long-term care costs. 
50% of Americans will either have and have a close relative like a spouse, parent, or someone living with them with Alzheimer and will be touched personally and directly. 
You should plan on attending this impactful workshop to learn more!

REGISTER TODAY!
At JP Financial Group, we believe in empowering ladies with the financial resources and confidence to make safe, simple, and smart financial decisions. 

 As a financial boutique for ladies our focus is having a different conversation with ladies as it pertains to their finances. 

 Learn why every woman should plan financially to be single, even if she’s not… 90% of women will need to manage their own finances at some point; whether divorce, widowhood, or never having been married or because they have chosen the single life. 

This workshop will be fun, informative and address the concern of “Outliving Your Retirement Savings!"

Among Other Things, You Will Learn:
  • ​Safe and secure money strategies. 
  • ​How to feel confident about your retirement savings. 
  • ​What you should know about IRAs and tax deferral characteristics.
  • ​How our clients have kept their money safe from market declines (and how you can do the same.)
  • ​Options that allow you to avoid taxes on IRA distributions.
Among Other Things, You Will Learn:
  • ​Safe and secure money strategies. 
  • ​How to feel confident about your retirement savings. 
  • ​What you should know about IRAs and tax deferral characteristics.
  • ​How our clients have kept their money safe from market declines (and how you can do the same.)
  • ​Options that allow you to avoid taxes on IRA distributions.

Aug. 9 ~ 11:00am and 6pm 
Morrison Regional Library

7015 Morrison Blvd
Charlotte, NC 28211 

Aug.  11 ~ 10:00am
The Packhouse Restaurant

500 E. Morehead St
Suite 150A
Charlotte NC 28202 

Your Host, Joyce Palmer

CEO & Managing Partner of JP Financial Group, will make the most of your time by sharing her over two decades of experience helping create financial legacies for ladies throughout Charlotte.
 COPYRIGHT © 2021 - ALL RIGHTS RESERVED
CUSTOM JAVASCRIPT / HTML

$1 will be donated for each person attending this FREE webinar

To the Life Lessons Scholarship Program helping children in need due to a dying parent with little or no life insurance.