FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Events

Register today for our pre-retirement and post-retirement personal financial education courses conducted at schools and universities across our area.

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call at 910-754-6921. We’ll be happy to add you to our guest list.

 

Upcoming Events

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

Past Events

January 8, 2020

1:00p - 2:30p

Saint Brendan the Navigator Church

Retirement & Estate Planning Essentials

Join us with special guest speaker, Attorney Juliet Casper

Event Registration


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