Charlotte, NC - December 04, 2025 - Tony Jackson, a nationally recognized Certified Financial Education Instructor (CFEI), an ordained minister, award-winning financial strategist, radio host, and Founder of The Real Money Coach, has launched a financial seminar series hosted at non-traditional venues where hospitality, stories, and cultural relevance support learning.

With over 30 years of industry experience, Tony has guided thousands of clients through the complexities of insurance, retirement planning, and legacy building. These experiences exposed him to a widespread knowledge gap: despite rising concern about retirement readiness nationwide, many Black and Brown families remain under-informed about retirement planning, estate strategies, and tax-efficient income streams. Moreover, according to the National Council on Aging, approximately 78% of older adults are concerned about their ability to fund retirement. Jackson saw this gap – and reimagined a way to bridge it.

In his seminars, Jackson has created a safe, energizing environment that encourages learning and connection. “When we host interactive events at non-traditional venues like Topgolf,” Jackson explains, “we break down walls. People come relaxed. They enjoy the food, the music, the stories. They don’t feel judged. They feel empowered.”

Unlike traditional seminars, guests are treated to a fully catered brunch, entertainment, and an education session designed to be both high-impact and high-touch. Jackson and his team present in a way that speaks directly to culturally marginalized communities, fostering a sense of relevance and inclusion too often missing in traditional financial workshops.

Key Topics Covered in the Seminar Series:

  • Fixed Index Strategies: Learn how indexed accounts can provide upside potential while limiting downside market risk.

  • Retirement Taxes & Roth Conversions: Understand the hidden tax risks in traditional IRAs and the potential power of strategic Roth planning.

  • Social Security & Medicare (IRMAA) Planning: Discover how to manage income to avoid unexpected Medicare premium surcharges.

  • Long-Term Care: Explore how to prepare for healthcare costs without draining retirement savings.

  • Living Benefits Life Insurance: Learn about modern life insurance that can be accessed while one is still living.

  • Estate Planning: Attorney Shannon Wright, a featured speaker, walks participants through the essentials of wills, trusts, and protecting their assets.


A Movement, Not Just a Moment

Events held in Charlotte, Atlanta, and National Harbor have seen robust participation, signaling how deeply the seminar’s message is resonating.

One attendee shared that the seminar left them “feeling informed, inspired, and equipped.” Another shared that it helped them finally understand their retirement options.

Jackson says, “The response to the seminars has been so overwhelmingly positive that expansion into new cities is already in the works.”

For upcoming event dates, registration details, and city announcements, visit https://therealmoneycoach.com or follow @therealmoneycoach on social media.

Please Note: The information in this article should not be construed as investment, legal, tax, or accounting advice. Prospective investors should consult their advisors regarding the legal, tax, regulatory, financial, and accounting implications of any investment.

Media Contact

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The Real Money Coach

Contact Person:
Tony Jackson

Email:

Phone:
704-954-8666

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United States

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