Broker Check

Events

Upcoming Events

May 9, 2024

11:30a - 1:00p

Raleigh Country Club

Mother's Day Brunch

This event is truly dedicated to those who have given us so much over the years. Our Mother's Day Brunch is a long-standing tradition that brings together some of our most wonderful relationships each year. Stories, laughs, tears, and a true sense of gratitude abound to celebrate such a special day.

June 13, 2024

9:00a - 5:00p

Raleigh Country Club

Father's Day Outing

What screams "Dad" more than golf, bourbon, and BBQ? For the gentlemen who would like to come out and enjoy a day for the dads, save the date for June 13th at Raleigh Country Club. We will have a block of afternoon tee times followed up by a bourbon tasting and a delicious BBQ dinner.

October 3, 2024

6:00p - 8:00p

Raleigh Country Club

Fall Client Appreciation Cookout

This gathering has become a staple in the early fall each year for our top relationships. The camaraderie that takes place on the Fairway Grill at Raleigh Country Club is unmatched as we give thanks before heading into the fall and Holiday Season.

Past Events

April 12, 2024

9:00a - 8:00p

TBD

Masters Friday Golf Outing with Champions Dinner

Attention Golfers! We have very limited space for what is sure to be an incredible afternoon of golf at Raleigh Country Club followed by a special dinner celebration. RCC's Executive Chef, John Crawford, will mimic John Rahm's chosen celebratory dinner after his winning of the 2023 Masters at Augusta National.

March 14, 2024

12:00p - 4:00p

Tobacco Road Sports Cafe

ACC Tournament Viewing Party

Join us as we will be celebrating our 12th Annual ACC Basketball Viewing Party at Tobacco Road Sports Cafe in Downtown Raleigh. There is ample parking and we'll be providing beverages and heavy appetizers from Noon-4pm.

October 11, 2023

6:00p - 8:00p

Raleigh Country Club

End of Summer Client Apprectiation Cookout

We hope you can join us at this annual event. It's always a great time catching up over some Carolina BBQ! We'll be serving dinner and drinks on the Fairway Grill Deck at Raleigh Country Club.

April 19, 2023

6:00p - 7:00p

Webinar

Tax Review and SECURE Act 2.0 Legislation Impact

During this webinar, you can expect to learn about multiple tax-related items. These range from the passage of the Secure Act 2.0, changes to 2023 contribution limits, new credits and deductions, etc. We will also talk about planning strategies through the remainder of this year that will hopefully leave you in a better spot next April. As always, these events are for our team’s clients and their invited guests. Feel most welcome to share this link with someone who would find value in this resource.

April 19, 2023

11:00a - 12:00p

Webinar

Tax Review and SECURE Act 2.0 Legislation Impact

During this webinar, you can expect to learn about multiple tax-related items. These range from the passage of the Secure Act 2.0, changes to 2023 contribution limits, new credits and deductions, etc. We will also talk about planning strategies through the remainder of this year that will hopefully leave you in a better spot next April. As always, these events are for our team’s clients and their invited guests. Feel most welcome to share this link with someone who would find value in this resource.

March 9, 2023

12:00p - 4:00p

Kings @ North Hills

ACC Tournament Viewing Party

We hope you can join us for one of our favorite events of the year! We'll have food and drinks and of course all the games on. Hope you can stop by!

January 25, 2023

2:00p - 3:00p

Zoom Webinar

Capitol Connect Webinar 1/25 at 2:00 PM

We hope you can join us for our next webinar, which is focused on Charitable Giving.

January 25, 2023

11:00a - 12:00p

Zoom Webinar

Capitol Connect Webinar 1/25 at 11:00 AM

We hope you can join us for our next webinar, which is focused on Charitable Giving.

November 16, 2022

2:00p - 3:00p

Zoom Webinar

Capitol Connect Webinar 11/16 at 2:00 PM

Join us for a discussion centering on beneficiaries and what you and they need to know to make the inheritance and wealth transfer a smooth transition.

November 16, 2022

11:00a - 12:00p

Zoom Webinar

Capitol Connect Webinar 11/16 at 11:00 AM

Join us for a discussion centering on beneficiaries and what you and they need to know to make the inheritance and wealth transfer a smooth transition.

October 6, 2022

6:00p - 8:00p

Raleigh Country Club

End of Summer Client Apprectiation Cookout

We hope you can join us at this annual event. It's always a great time catching up over some Carolina BBQ! We'll be serving dinner and drinks on the Fairway Grill Deck at Raleigh Country Club.

August 24, 2022

2:00p - 3:00p

Zoom Webinar

Capitol Connect Webinar 8/24 at 2:00

During this webinar we will focus on caring for aging parents and Long-Term Care, as well as Trust Services.

August 24, 2022

11:00a - 12:00p

Zoom Webinar

Capitol Connect Webinar 8/24 at 11:00

During this webinar we will focus on caring for aging parents and Long-Term Care, as well as Trust Services.

July 26, 2022

5:00p - 6:00p

Zoom Webinar

"Share Your Love" Webinar on 7/26

Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. The Share Your Love webinar is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests.

July 12, 2022

12:00p - 1:00p

Zoom Webinar

"Share Your Love"- Webinar on 7/12

Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. The Share Your Love webinar is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests.

May 18, 2022

2:00p - 3:00p

Webinar

Capitol Connect Webinar- Afternoon Webinar

You spoke and we listened!! Thank you so much for your responses to our survey on topics for our inaugural Capitol Connect Webinar. We hope you can join us on Wednesday, May 18th as we discuss the topics you said were important to you. We look forward to having you join us and feel welcome to reach out with thoughts, comments, or questions.

May 18, 2022

11:00a - 12:00p

Webinar

Capitol Connect Webinar- Morning Webinar

You spoke and we listened!! Thank you so much for your responses to our survey on topics for our inaugural Capitol Connect Webinar. We hope you can join us on Wednesday, May 18th as we discuss the topics you said were important to you. We look forward to having you join us and feel welcome to reach out with thoughts, comments, or questions.

Event Registration