Broker Check

Events

Upcoming Events

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

Past Events

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