Upcoming and Recent Events

  • June27

    Our annual Retirement Symposium is planned for June 27, 2019. If you are within 3 years of retirement, please consider attending this event. We had tremendous positive feedback from last year’s symposium and believe that you find value in the topics we plan to present, including an update on Social Security, understanding the Medicare maze, ...

Recent Events

  • March23

    We are excited to announce the 7TH ANNUAL SHRED EVENT will be held on Saturday, March 23, 2019 from 10-1pm! Do you need to get rid of old documents? Do you have old electronics you need to dispose of? Or maybe you want to get a head start on Spring cleaning? Well you can do ...

  • October11

    Our annual golf classic is a fun way for our clients and their guests to swing into fall. We can't wait to see who claims this year's trophy. Fore!

  • September20

    Looking forward to this opportunity to Cheers in 2018! Last year, we hosted our Oktoberfest event at Clouds Brewing. We look forward to providing more details about this year's event soon. For now, mark your calendars!

  • June14

    Join us for this educational workshop. We will invite a select group of our clients who may be considering retirement in the next two to three years. We'll discuss topics such as social security, Medicare, financial behavior, and retirement distributions.

  • May31

    We look forward to hosting our clients and their guests at the Durham Bulls Athletic Park. Clients, if you're interested in attending this fun event, please reach out to Kim at 919-845-5315. Play ball!

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