Broker Check

Seminars & Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 21, 2023

12:30p - 5:00p

Durham Bulls Athletic Park

Family Fun Event @ Durham Bulls

Come join us for a fun day at the Durham Bulls Athletic Park! We've reserved the private event space at field level, past the third base for our clients their family and friends. We look forward to seeing you there!

March 9, 2023

6:00p - 8:00p

Carolina Country Club

March 9 In-Person Event - Managing Wealth in 2023

We are excited to be hosting our first in-person event of the year at the Carolina Country Club in Raleigh. We will be serving dinner and will have a Cellist accompanying our dinner with music, along with a choice of alcoholic beverages. Please let us know your entrée dish when you RSVP. Deadline to register is March 4th.

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!

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.

Event Registration


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