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

Recent Events

  • May112020

    There is much about this pandemic that will test us, most notably the ambiguity, the duration and the isolation. In a time of physical distancing and remote work, we’ve all been thrust abruptly into trying on some new versions of ‘how’ (e.g. 100% remote meetings, let alone happy hours with friends). To thrive in our ...

  • 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 ...

  • March072020

    We are excited to announce the 8TH ANNUAL SHRED EVENT will be held on Saturday, March 7th, 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 ...

  • May072020

    We look forward to hosting our clients and their guests at the Durham Bulls Athletic Park! Unfortunately, The Durham Bulls athletic schedule is currently postponed due to coronavirus concerns. The health and safety of our clients, their guests, and our employees is always our top priority. We hope to provide a new date for this ...

  • 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 ...

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