Broker Check

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.

Event Registration