Upcoming and Recent Events

  • October012020

    Join us for our annual Oktoberfest event! A client favorite, this event features fun, food, and of course, some great beverages to try. Oktoberfest 2020 will be held on October 1st, 2020. RSVP by contacting Kim at

  • June162020

    Join us for an educational event focused on retirement planning. Based on content from MIT's AgeLab research center, this retirement planning symposium will include a research-backed retirement planning survey that can help predict how rich and satisfying YOUR retirement years will be. Don't miss this free educational symposium, hosted at the LifeTime Asset Management office ...

  • May072020

    We look forward to hosting our clients and their guests at the Durham Bulls Athletic Park. Our 2020 event with the Durham Bulls will be held on May 7th. Clients, if you're interested in attending this fun event, please reach out to Kim at 919-845-5315. Play ball!

  • March072020

    We are excited to announce the 8TH ANNUAL SHRED EVENT will be held on Saturday, March 1st, 2020 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 all ...

  • February182020

    For our clients' next-generation contacts—ages of 21 to 40—with finance questions, LifeTime is now offering a new, free educational summit! Please help us spread the word, and share this event with next-gen professionals who have questions about budgeting, student loan repayment strategies, and/or qualifying for a new or refinancing an existing mortgage. Hosted at the ...

Recent Events

  • September262019

    LifeTime is celebrating Oktoberfest on September 26th, 2019! There will be a large selection of beer, soda, and delicious German-inspired food!

  • June012019

    On Saturday June 1st LifeTime partnered with the Nags Head Links Ladies for Driving Fore the Cure in Nags Head, NC. It is fantastic event that supports local breast cancer research.

  • May302019

    On Thursday May 30th, we hosted our annual client appreciation event at the Durham Bulls ballpark. Even though the Bulls lost we had a blast and we hope everyone that attended did as well!

  • June272019

    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, ...

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