Events
Upcoming Events
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.
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.
Past Events
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.