Broker Check
30 Oct
2025 Year-End Planning Dinner Event

Description

Please join us for a lovely evening at the Carolina Country Club in Raleigh on October 30th. Our event will start at 6 PM, right around sunset overlooking the golf course, with a light reception. We will have a program and dinner which will begin around 6:30 PM. The night should wrap up around 8 PM.

Our program will go over the following, allowing time for Q&A:

  • Financial Planning Concepts for the year-end
  • Interest Rate Changes
  • Tax Policy & Tax Planning for 2025 and 2026 
  • Estate Planning 
  • Market Strategies

Dinner, drinks, desserts and live music to be provided. We look forward to seeing you!

Bring a Friend:

  • Please feel free to bring a friend or two. Just let us know as soon as possible.

Attire: "Dressy Casual" language below is from the Club. Feel free to dress festive! 

  • Men: "Slacks, collared shirts tucked in, sweaters or turtlenecks, sports coats are encouraged but not required. No caps/visors, jeans/denim, tennis/athletic shoes, flip flops or t-shirts."
  • Ladies: "Slacks, dresses, skirts, blouses, sweaters or turtlenecks. No jeans/denim, tennis/athletic shoes, flip flops, midriffs, undergarments showing or other overly revealing attire."

Please register here https://www.pendletonfinancial.com/events OR by email to team@pendletonfinancial.com OR by calling our office at 919.781.4167.

Date and Time

Thu, Oct 30, 2025

6:00p - 8:00p EST

Location

Carolina County Club

2600 Glenwood Avenue
Raleigh, NC 27608
View on Map
PT2H

Event Registration

Will you be able to attend this event?