Broker Check

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.

Event Registration


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