Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. Very rarely do we do all of the talking, we like to bring in Product Managers of specific products so that you have the opportunity to learn directly from the horse's mouth. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Take a look at photos of our previous events by going to our 'Past Events' page or by clicking here.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
September 28, 2021
6:00p - 8:00p
Cape Fear Seafood Company
Dine & Learn: TPFG
Join us for an educational dinner!
September 11, 2021
12:00p - 4:00p
Williamsburg National Golf Club
3rd Annual Shamrock Rescue Golf Tour.
Join us for an afternoon of golfing to benefit sheltered and abused animals! Check us out on Facebook too! https://fb.me/e/KWBMHOWJ
August 24, 2021
6:30p - 8:30p
TBD
Dine & Learn: The Black Creek Group
We will be hosting Mr. Daniel Feathers of The Black Creek Group. You can expect to learn all about his firm and the investments they offer.
August 10, 2021
6:00p - 8:00p
Hondo's
Dine & Learn: Prudential
Join us for our first event in Richmond of the year!
August 4, 2021
6:00p - 8:00p
Cape Fear Seafood Company
Dine & Learn: Tasty Brands
Join us for dinner as well as an educational conversation about ways to invest in a Post-COVID world.
July 15, 2021
12:30p - 2:30p
Cape Fear Seafood Company
Post-COVID Retirement Strategies with Mike Brennan
Join us for lunch as well as an educational conversation about ways to invest in a Post-COVID world.
July 14, 2021
6:30p - 8:30p
Cape Fear Seafood Company
Post-COVID Retirement Strategies with Mike Brennan
Join us for dinner as well as an educational conversation about ways to invest in a Post-COVID world.