Thanks to everyone who came out to our Client Appreciation Events this summer! We hosted two events at the Durham Bulls Athletic Park and they were a ball! We enjoyed ballpark food, meeting their mascot Wood E, participating in a few on-field games, watching fireworks and cheering on our Durham Bulls baseball team here in North Carolina….
We want to thank everyone that came out to North Ridge Country Club on June 22, 2017 for our VIP Wine Tasting on Riedel stemware. This was such a wonderful and fun event and we look forward to hosting another next year!
Matthew Glova Attends Exclusive Conference for Financial Advisors Raleigh, North Carolina (May, 2017)—Matthew Glova, CEO and Wealth Consultant of LifeTime Asset Management, in Raleigh, NC, was invited to gather with a group of prominent financial advisors at Commonwealth Financial Network®’s President’s Club, held May 16–21, 2017, in Ojai, California. President’s Club recognizes highly successful advisors among Commonwealth’s…
Our Cybersecurity event was a hit! Thanks to our clients that attended the event and a big thank you to Sean Mackey, from Commonwealth Financial Network, for speaking at our event. We look forward to having another speaker event next year!
We had another successful shredding event this year. So many documents and appliances were shredded and the bbq truck was fantastic! We would like to thank everyone that came out and we hope to see you again next year!
Local Financial Advisor Matthew Glova Attends Commonwealth Financial Network’s Annual Conference Matthew Glova, Financial Planner of LifeTime Asset Management in Raleigh, NC, recently attended a national educational conference for independent financial advisors. Hosted by Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA, the event drew 1,750 affiliated advisors, staff, guests, and sponsors from…
LifeTime Asset Management’s 2017 VIP Golf Classic will be here soon! We look forward to hitting the golf course with our clients for an 18 hole day of golf with dinner to follow. We hope to see you all there! More information to come!
We look forward to sponsoring and playing in the 14th Annual Tee It Up For A Cure Golf Tournament again this year! This is such a wonderful cause that helps breast cancer research in North Carolina! http://www.chbcf.com/event-overview.html
This summer we will be hosting two client appreciation events at the Durham Bulls Athletic Park! July 7th and August 8th we will head to the Durham Bulls Athletic Park for evenings of baseball, food and fun! We look forward to seeing you there for two exciting evenings of baseball!
We are looking forward to another wine tasting event this June. This year will be a bit different as we sit down to experience the difference the shape and size of a glass can make to your wine drinking experience. We look forward to learning all about Riedel stemware and wine education!
We are excited to announce our Annual Speaker Event will be on cybersecurity this year. Our speaker, from Commonwealth Financial Network, will be focusing on password, social engineering and device security as well as account health. We look forward to seeing everyone there.
We are excited to announce the 5TH ANNUAL SHRED EVENT will be held on Saturday, April 29, 2017 from 11-2pm! If you’re local to the Raleigh area, we hope that you’ll save the date and plan to stop by with your old documents or outdated devices. Please also feel welcome to bring your friends and family to take…