Seminars & Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
February 9, 2021
5:30p - 6:30p
Go To Meeting - Details Sent Upon Registration
2021 Investor Update - Live Webinar / Workshop on 2/9 at 5:30 PM EST
Equity market review, ideas and strategies, post election planning, and key takeaways will be covered in this workshop.
February 4, 2021
1:00p - 2:00p
Go To Meeting - Details Sent Upon Registration
2021 Investor Update - Live Webinar / Workshop on 2/4 at 1PM EST
Equity market review, ideas and strategies, post election planning, and key takeaways will be covered in this workshop.
December 15, 2020
4:00p - 5:00p
Go To Meeting - Details Sent Upon Registration
Year-End Investor Update - Live Webinar / Workshop
Equity market review, ideas and strategies, post election planning, and key takeaways will be covered in this workshop.
September 19, 2019
6:30p - 8:00p
Town of Cary Senior Center
Financial Life Planning for Retirement
This is a 1.5 hour class taught during one evening session.
June 25, 2019
5:45p - 7:00p
Carolina Country Club
Mid-Year Economic Summit 2019
A special workshop for our clients and their guests.
April 4, 2019
5:45p - 7:00p
Carolina Country Club
2019 Outlook Event
A special workshop for our clients and their guests. We will discuss market conditions in 2018 and 2019 as well as what the future may bring.