Seminars & Events
Upcoming Events
November 17, 2022
6:00p - 8:00p
Carolina Country Club
Year-End Tax Planning, Election Results Impact, and Economic Update Event
Elections, Taxes, Economic Update with delicious food and an accomplished Cellist!
Past Events
August 11, 2022
6:00p - 8:00p
Carolina Country Club
Mid-Year Update
30-minute presentation and Q&A on the state of the economy as well as some planning ideas for the remainder of the year. Casual conversation before and after.
March 31, 2022
6:00p - 7:30p
Carolina Country Club
March 31 In-Person Event - Managing Wealth in 2022
Please let us know your entree dish when you RSVP. Deadline to register is March 24th.
November 18, 2021
6:00p - 8:00p
Carolina Country Club
Year-End Tax Planning & Economic Update Event
Join us to learn some year-end tax planning tips, as well as an overview of the economy and equity markets. Dinner and drinks will be served. You are welcome to bring a guest. Just let us know when you register.
August 12, 2021
6:00p - 8:00p
Carolina Country Club
Mid-Year Economic & Market Update
During this event we will be discussing many topics, including the economy, inflation, and the Federal Reserve.
May 20, 2021
12:00p - 12:30p
Go To Meeting - Details Sent Upon Registration
Economic & Market Update Live Online Workshop Session Two
Please join us for our upcoming webinar.
May 18, 2021
5:30p - 6:00p
Go To Meeting - Details Sent Upon Registration
Economic & Market Update Live Online Workshop Session One
Please join us for our upcoming webinar.
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.