Broker Check
17 Nov
Year-End Tax Planning, Election Results Impact, and Economic Update Event


Come join us for our final in-person event of 2022. Occurring one week after the midterm elections we expect lots to discuss with you, including new potential legislation, tax changes, and what the mid-terms may mean for the direction of the country in 2023 and beyond. We will also cover some fundamental economic ideas that should be applicable to everyone. 

Please let us know if you plan on bringing a guest. We encourage you to do so! We will have to cap attendance so please let us know if you plan on attending, as well as what your entrée preference is.

Event Overview:
  • When & Where: 6:00 PM, Thursday, November 17, 2022, at the Carolina Country Club in Raleigh
  • Refreshments: Dinner, drinks, and light music.
  • Format: Presentation and Q&A on mid-term election impacts, tax planning, investment planning and more. Casual conversation before and after.
  • Bring a Friend: Please feel free to bring a friend or two. Just let us know as soon as possible.
  • Videos to Follow: We will be posting the content of this event on our website in the weeks after for those that cannot attend in-person.


  • Country ham biscuits with brown sugar butter
  • Bleu cheese bruschetta with apricot preserve, toasted pine nuts and baby greens


  • Tomato Bisque

Entrée Choice of:

  • Prime Rib with au jus
  • Grilled Salmon topped with lobster-leek ragout and chardonnay citrus sauce


  • Bourbon Pecan Tart with cinnamon whipped cream and fresh fruit

Date and Time

Thu, Nov 17, 2022

6:00p - 8:00p EST


Carolina Country Club

2500 Glenwood Avenue
Raleigh, NC 27608


CCC Dress Code: Men: Slacks, collared shirts tucked in, sports coat, dress shoes. Ladies: Slacks, skirts, dresses, blouses, sweaters, pant suits, turtlenecks.

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