Upcoming and Recent Events
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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!
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!
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.
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!
We have a number of clients who enjoy local theater! Our team is planning a small event to attend Phantom of the Opera at DPAC. Clients who are interested, please reach out to Kim at 919-845-5315. Thank you!