Join us for a two-night Social Security and Retirement Planning special!
The Journeys Group presents to you
The Journeys Group Retirement Ciphering Event
March 24th & March 25th 2025 from 6:00pm-8:00pm
Holiday Inn Greenville
203 Greenville Boulevard Southwest, Greenville, NC 27834
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How to generate your own numbers for retirement with our guidance. |
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All about Social Security from Tommy Pate and Medicare from George Pate. |
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All of your retirement and social security questions answered. |
Join The Journeys Group expert advisors!
CFP, CLU, ChFC
The Journeys Group
Since graduating from North Carolina State in 1982, Tommy Pate has been in insurance and financial planning for over 30 years. A qualifying member of The Million Dollar Round Table, Tommy received his Chartered Life Underwriter and his Chartered Financial Consultant designations in 1990. In 2005, Tommy completed the requirements and received the Certified Financial Planner designation. Tommy founded The Journeys Group in 2002 in an effort to offer financial strategies based on each individual's unique goals, priorities, and dreams. As an independent advisory firm, The Journeys Group sole fiduciary responsibility is to its client. Married to Ginger since 1987, they have two children, Casey and George. In Tommy’s leisure time he enjoys scuba diving, woodworking, reading, and traveling.
CLTC, CFP
The Journeys Group
George graduated from Wake Forest University in 2017 where he served on leadership for the Wesley Foundation. He began his career in financial advising in 2018 after working for a year in the research field at Wake Forest Baptist Health. He is licensed in life and health insurance and securities, and is currently working towards his CFP. In his spare time, he enjoys scuba diving with his father, hiking, traveling, and cheering on the Deacons in football and basketball.
THE JOURNEYS GROUP IS A REGISTERED INVESTMENT ADVISOR. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES’ PRODUCT, SERVICE, OR INVESTMENT STRATEGY. INVESTMENTS INVOLVE RISK, AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISOR, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.