Are You Financially Literate? Clarity Financial Solutions invites Greenville community to retirement & tax strategy seminar

April 27, 2026

April is widely recognized as Financial Literacy Month, but for Clarity Financial Solutions, financial education is a year-round commitment. Through a series of ongoing educational seminars, the firm helps people and families better understand how to plan, protect and optimize for their upcoming retirement.

Gain the clarity you need to navigate your finances via Clarity Financial Solutions’ complimentary seminar Thursday, May 14, with two session options at 12 p.m. or 3 p.m., held at the F.W. Symmes Branch Library (1508 Pelham Road, Greenville, SC). Click here to register.

With 51 percent of Americans thinking it is “somewhat likely or very likely” they will outlive their savings, the importance of financial literacy, and having a clear strategy, has never been more urgent.

“Financial literacy isn’t something you achieve once, it’s something you build over time,” said Amanda Stilwell, Senior Financial Advisor and Founder. “Our goal is to give people the knowledge and strategies they need to move forward with confidence.”

Are You Financially Literate? Start with These 3 Questions

Clarity Financial Solutions encourages individuals to evaluate their financial readiness by asking:

  • Do you understand how your retirement income will be taxed—and how to potentially reduce that burden?
  • Are you diversified across tax-deferred, Roth and taxable accounts to manage flexibility and future tax exposure?
  • Do you have a clear plan to protect your income from market volatility and changing tax laws?

If the answer to any of these questions is unclear, the upcoming seminar is designed to help. This educational session will break down complex financial topics into actionable insights, including:

  • Ways to manage your portfolio
  • How to balance Traditional IRA/401(k), Roth IRA, and taxable accounts
  • Common misconceptions about taxes in retirement
  • Whether Required Minimum Distributions (RMDs) could increase your tax bracket
  • Strategies to help manage the taxation of Social Security income
  • Tools and approaches to building a tax-efficient retirement strategy
  • How new administration tax policies could impact your financial plan
  • What the SECURE Act 2.0 means for your retirement
  • How real estate investments can influence your tax situation in retirement

Event Details & Registration
What: Retirement & Tax Strategy Educational Seminar
When: Thursday, May 14, 2026
Times: 12 p.m. or 3 p.m.
Where: F.W. Symmes Branch Library, 1508 Pelham Road, Greenville, SC
Register: https://clarityfinsolutions.com/events/

The seminar is complimentary and open to the public. Attendees will gain practical knowledge they can apply immediately to their financial planning.

Clarity Financial Solutions hosts educational seminars regularly throughout the year, providing accessible, no-cost opportunities for individuals to stay informed and make more confident financial decisions. Learn more at https://clarityfinsolutions.com.

 

About Clarity Financial Solutions

Clarity Financial Solutions provides personalized financial guidance focused on retirement strategies, wealth preservation, and insurance planning. By simplifying complex financial concepts, the firm helps clients make informed decisions aligned with their long-term goals.

Women’s Wealth Boutique, Tanis Financial Group, The Melissa Myers Group, Money Matters Wealth Solutions and Clarity Financial Solutions is a dba of The Wealth Boutique, a registered investment advisor with the Securities and Exchange Commission. The Wealth Boutique and each of the DBAs are not under common ownership.. All financial planning and advisory services are provided by The Wealth Boutique. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.