Broker Check
09 March
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.

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

Dinner Menu:

Your Choice of Entrée:

  • Chilean Sea Bass with tomato basil butter and artichoke relish


  • Beef Tenderloin and Crab Cake Combination Plate with chardonnay citrus sauce and red wine mushroom sauce


  • Au Gratin Potatoes
  • Haricot Vert with Almonds

Hors d'oeuvres

  • Country ham biscuits with brown sugar butter
  • Boursin cheese puffs


  • Mixed greens with roasted pears, dried apricots, candied pecans, mustard herb dressing and goat cheese


  • Caramel pecan ice cream sandwiched between two crisp and chewy macarons, with salted caramel sauce

Content will be around 30 minutes and include:

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

Date and Time

Thu, Mar 09, 2023

6:00p - 8:00p EST


Carolina Country Club

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

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