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

May 26, 2020 - August 26, 2020

6:00p - 7:00p

ZOOM Webinar

May 26, 2020 Navigating Stock Market Volatility in a Coronavirus World ZOOM Webinar

If you are concerned about your investments right now, you are not alone. Experienced investors know the market is cyclical, and extreme volatility can cause unease and uncertainty.

Past Events

May 21, 2020

12:00p - 1:00p

ZOOM Videoconference

Triangle Professionals in Career Transition Videoconference - ZOOM

This Meetup is for professionals in career transition who are looking for help and support throughout the search process. Each month we will introduce ourselves, present what kind of position we are seeking, followed by a subject matter expert who will facilitate a discussion on a job-search topic.

May 20, 2020

12:00p - 1:00p

ZOOM Videoconference

Senior Industry Networking Lunch Videoconference - ZOOM

Please come to this monthly networking lunch videoconference prepared to interact with others within the industry of helping to care for seniors. We plan to "meet" monthly on the third Wednesday of every month. There are no dues nor requirements to join.

April 28, 2020

6:00p - 7:00p

ZOOM Webinar

April 28, 2020 10 Principles of Long-Term Investing Resilience Webinar

Join me in this webinar where I will review 10 principles to help you tackle these issues and invest with resilience. 

April 16, 2020

12:00p - 1:00p

ZOOM Videoconference

Triangle Professionals in Career Transition Meetup Videoconference - ZOOM

This is a Meetup for those who may be currently in a career transition or who may be looking to transition out of their current position of employment. We will introduce each other, state our current status and look to mutually-develop our networks.

April 15, 2020

12:00p - 1:00p

ZOOM Videoconference

Senior Industry Networking Lunch Videoconference - ZOOM

Please come to this monthly networking lunch videoconference prepared to interact with others within the industry of helping to care for seniors. We plan to "meet" monthly on the third Wednesday of every month. There are no dues nor requirements to join.

February 20, 2020

12:00p - 1:00p

Brixx Wood-Fired Pizza - Bradford

Triangle Professionals in Career Transition

This Meetup is for professionals in career transition who are looking for help and support throughout the search process. Each month we will introduce ourselves, present what kind of position we are seeking, followed by a subject matter expert who will facilitate a discussion on a job-search topic.

February 19, 2020

12:00p - 1:00p

The Pit Durham

Senior Industry Networking Lunch

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

February 18, 2020

12:00p - 1:00p

The Reserve at Mills Farm

Making Sense of It All: Planning for your LTC Needs

Join me for an educational presentation that will cover what LTC is, what are the chances you will meed it and what are its associated costs. I will review what types pf funding sources are available to purchase LTC Insurance and help you determine if LTC insurance is the right choice for you.

February 11, 2020

3:00p - 5:00p

Wildwood Golf Course

Triangle Golf Enthusiasts Meetup

Hot golf in cooler weather?

January 29, 2020

6:00p - 7:00p

Pierce Law Group, PLLC

SECURE Act Workshop

This workshop will cover important information about changes to 401(k) contributions, new tax credits for certain small businesses, and new increases to mandatory age distributions from IRAs. We will also have some time allotted for open Q&A from our speakers at the end of the workshop!

January 28, 2020

6:00p - 7:00p

Webinar on your computer, 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.

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 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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