Upcoming and Recent Events
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!
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!
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!
Please join us for a workshop sponsored by LifeTime Asset Management. The workshop topic is Tax Reform and Policy Updates. The workshop speaker will be Scott Hensley of Stancil & Company. We look forward to serving dinner and drinks. Clients, you are welcome to invite a guest. Please contact Kim at 919-845-5315 to reserve your ...
We are excited to share our move with everyone! Our Open House will be Thursday, December 7th from 5:30-7:30pm. We will have hors d'oeuvres, drinks and good conversation. Please join us for a wonderful evening in our new space! We look forward to seeing you there!