Broker Check
02 Nov
Year-End Planning Client & Friends Event


Tax and investment planning ideas to wrap-up the year. This event is strictly for current clients as well as their friends. Clients are encouraged to bring a friend, but attendance is limited so please register with us in advance.

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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