Broker Check
02 Nov
November 2 In-Person Event - 2023 Year-End Planning Dinner


We are excited to be hosting our final in-person event of the year at the Carolina Country Club in Raleigh on Thursday, November 2, 2023 at 6:00pm. We will be serving dinner and have a Cellist accompanying the meal, along with a choice of beverages.

Please let us know your choice of  entrée when you RSVP. Deadline to register is October 30th.  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 demi glaze


  • Au Gratin Potatoes
  • Haricot Vert with Almonds

Hors d'oeuvres

  • Country Ham Biscuits with brown sugar butter
  • House Made Pimento Cheese with benne seed wafer and candied bacon bits


  • Tomato Bisque


  • Double Chocolate Java Pie with mocha mousse, cocoa nib crisp, and white chocolate anglaise

Content will be around 30 minutes and include the following:

  • Tax Planning
  • Regulatory Changes
  • Interest Rates
  • Inflation 
  • Markets 
  • Volatility 

Please register here OR by email to OR by calling our office at 919.781.4167.

Date and Time

Thu, Nov 02, 2023

6:00p - 8:00p EST


Carolina Country Club

2500 Glenwood Avenue
Raleigh, NC 27608
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Event Registration

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