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

More events are on the way! Check back soon for more information.

Past Events

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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