Events

The Raleigh office will be hosting a school supply drive along with shred event. This event is for clients to consider bringing in school supplies for WakeEd Partnership's Tools4School and old documents to be shredded.

Grab a friend and join us as expert golf instructors help golfers of all skill levels improve their short game and achieve their goals on the green.

Need to create or update your estate documents? Let us help make it easy for you! We are reserving one-hour meetings in our office and virtually with estate attorney, Sinclaire Welch of Brady Boyette, PLLC. During this meeting you will have the opportunity to review your estate planning documents. If you would like to schedule a complimentary meeting, please contact our office. Appointments are limited.

Slow aging, Boost Productivity, and Lower Risk of Dementia.

During this presentation and discussion, you will learn:

• Simple tips to do every day that supercharge your memory, productivity, and lower risk for dementia and Alzheimer's.
• Quick and actionable steps you can do every morning to help you get energy-boosting sleep.
• Which surprising foods boost memory and the one sneaky ingredient in food that can raise the risk of dementia by 50%.
• The common and often hidden health issues that significantly raise the risk of developing Alzheimer's and dementia decades before symptoms develop. Learn to look for the subtle signs before these issues develop and how to treat them.
• The often-overlooked factors that accelerate the aging of your brain and how to avoid these traps.
• What is real and what is hype in the world of brain health.

This event will be hosted both in-person and virtually.

Join us for an enjoyable evening of Champagne, Wine, and Hors d'oeuvres.

Bring your family, extended family, friends and neighbors to Fred Fletcher Park for some beautiful photos! We will be booking appointments between 9am-3pm.

We are excited to announce our photographer this year is Audrey Presley. You can find out more about Audrey at www.rosetrailimages.com.

We are excited about the opportunity to partner with Habitat for Humanity to expand home ownership opportunities and address the urgent need for affordable housing in our community! Join us for a day of building homes for those in need.

• 1 in 4 families in our area are in need of a safe & affordable place to live.
• Vulnerable families are counting on your help!
• The impact you’ll make will last generations. You’re helping a family build wealth over time and have more stability which leads to more education, better health, and better jobs.

Join us for an evening of games, music and fun as we celebrate you, our amazing clients! Dinner will be provided. Cocktail attire.
We look forward to celebrating with you!

Learn more about

• Understanding the differences between "needs" and "wants" and values around money
• Establishing saving and investing habits at every age
• Knowing the aspects of debt and borrowing - what to watch for and how those concepts apply to paying for an education.

As you approach retirement, the focus is often on planning your exit from professional life, with little thought to planning your entrance into retired life. Join us for dinner and discussion as Martha Hoover shares her insights into navigating the transition into retirement and how to approach it with vision and purpose. This discussion will be great for those within a few years of retirement as well as recent retirees.Martha Hoover is an entrepreneur and founder of the M.S.H. Collective. She inspires audiences on entrepreneurship, leadership, and bold innovation. She will challenge you to think bigger and redefine possibilities.

We are excited about the opportunity to partner with Habitat for Humanity to expand home ownership opportunities and address the urgent need for affordable housing in our community! Join us for a day of building homes for those in need.

• 1 in 4 families in our area are in need of a safe & affordable place to live.
• Vulnerable families are counting on your help!
• The impact you’ll make will last generations. You’re helping a family build wealth over time and have more stability which leads to more education, better health, and better jobs.

Need to create or update your estate documents? Let us help make it easy for you! We are reserving one-hour meetings in our office and virtually with estate attorney, Nickolas B. Sherrill of Monroe, Wallace, Morden & Sherrill, P.A. During this meeting you will have the opportunity to review your estate planning documents.If you would like to schedule a complimentary meeting, please contact our office. Appointments are limited.