Broker Check
31 March
March 31 In-Person Event - Managing Wealth in 2022


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 24th.

You are encouraged to bring a friend or two. Please let us know their choice of dinner option as well.

Content will be around 30 minutes and include:

  • Markets 
  • Volatility 
  • Inflation 
  • Interest rate hikes
  • War
  • Covid 
  • Tax Planning
  • Regulatory Changes
Dinner Menu:

Your Choice of Entrée:

  • Pan Seared Carolina Trout with white wine garlic tomato butter


  • Grilled Flat Iron Steak with red wine garlic bordelaise sauce


  • Au Gratin Potatoes
  • Haricot Vert with Almonds

Hors d'oeuvres

  • Country ham biscuits with brown sugar butter
  • House-made pimento cheese with benne seed wafers and candied bacon bits


  • Spinach Salad with apples, goat cheese and balsamic vinaigrette


  • Flourless Chocolate Cake with malted milk chocolate coffee Chantilly, chocolate covered pretzel and raspberry coulis

Date and Time

Thu, Mar 31, 2022

6:00p - 7:30p EST


Carolina Country Club

2500 Glenwood Avenue
Raleigh, NC 27608, NC 27608
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Event Registration

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