EVENTS

Check out our calendar to keep updated.

DSC_0675_edited.jpg
Thu, Jun 24 | Cary

Family Legacy Signing Day

Come celebrate our move to RIA as we help you walk through the associated paperwork.
Registration is Closed
Family Legacy Signing Day

Time & Location

Jun 24, 5:30 PM – 7:00 PM
Cary, 1000 Centregreen Way, Cary, NC 27513, USA

About the Event

As you may have heard, we have gone RIA! We are now officially registered under Charles Schwab. While many of things will stay the same, many things will be changing- FOR THE BETTER! Please join us in our Cary office so we can assist you with the paperwork associated with our move.  We have assigned several appointments throughout June and July, however, if these do not work for you, give us a call at (919) 379-9000 and we can figure something out!

Registration is Closed

OUR PROGRAMS FOR 2020

Business Meeting

SEMINARS

LUNCH & LEARNS

Brainstorming
Business Meeting

TRIANGLE TECH NET

PAST EVENTS GALLERY

84d767_4b895e2b2f5b4a93afa19971b01efa1c_

84d767_4b895e2b2f5b4a93afa19971b01efa1c_

DSC_0675.jpg

DSC_0675.jpg

DSC_0683.jpg

DSC_0683.jpg