Broker Check

Events

To help you understand your own financial situation better, I host a monthly live WebEx Webinar in which you can participate from your own computer.  Each Webinar will be recorded and made available to you at any time via my YouTube Channel by clicking on the icon at the top of the page.

 

Upcoming Events

January 21, 2020

6:00p - 7:30p

Der Biergarten Cary

LPL Research Outlook 2020: Bringing Markets Into Focus Dinner Seminar

LPL Research's Outlook 2020: Bringing Markets Into Focus is here to bring some clarity to a complex investing environment and provide insightful commentary to support investment decision during the year ahead.

January 28, 2020

11:30a - 1:00p

Bartlett Reserve

January 28, 2020 Financial Planning in the Shadow of Dementia Seminar

Register now and learn how to assemble your own Caregiver's Toolkit!

January 28, 2020

6:00p - 7:00p

Webinar on your compyer, tablet or smartphone

LPL Research Outlook 2020: Bringing Markets Into Focus Webinar

LPL Research's Outlook 2020: Bringing Markets Into Focus is here to bring some clarity to a complex investing environment and provide insightful commentary to support investment decision during the year ahead.

Past Events

January 15, 2020

12:00p - 1:00p

Shiki Sushi

Senior Industry Networking Lunch

We plan to meet monthly on the third Wednesday of every month. There are no dues nor requirements to join.

November 26, 2019

6:00p - 7:00p

Work, Life and Money Webinar

For many people, balancing the responsibilities to work, family life and money is challenging. This webinar will help you focus on what's important and how to improve the balance in your life.

July 30, 2019

6:00p - 7:00p

Midyear Outlook 2019: FUNDAMENTAL

Please join me for a comprehensive webinar presentation on the markets and the global economy - and the opportunities and challenges that may lie ahead.

April 30, 2019

6:00p - 7:00p

Does Your Retirement Plan Include LTC

Did you know: Fewer than one-third of American over age 50 and over have begun saving for long-term care (LTC)? 7 in 10 people age 65+ will need some form of LTC? A typical private room in a nursing home can cost more than $80,000 per year? Even a home health aide could cost more than $30,000 per year?

Event Registration


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