Resources
Upcoming Events
2026 State of the Markets
- 10:00–11:00am, Serving Brunch
- 6:00–7:00pm, Serving Dinner
Join us for our annual client-exclusive 2026 State of the Markets event as our way of saying thanks.
Here we’ll take a clear, high-level look at the economic landscape and what it may mean for investors moving forward. We’ll discuss current market conditions, key trends shaping the year ahead, and how thoughtful planning can help navigate uncertainty with confidence. This event is designed to provide perspective, not predictions, helping you stay informed and grounded in a changing financial environment.
Attendees may join us in person at Topgolf Greenville or virtually via Zoom. Brunch or dinner will be provided for in-person guests. This complimentary event is for adult attendees only. Attendees must be a client of the firm, or a guest of a client.
Space is limited, so RSVP early to reserve your seat.
Retirement Reality Check
Close the Gaps That Threaten Your Financial Future
- 5:30–6:30pm
Retirement Reality Check is a candid, RSVP conversation designed for individuals who want real clarity around their retirement — not a seminar, or slideshow.
This is a relaxed, small-group discussion focused on the questions we hear every single week from people approaching or navigating retirement. We’ll talk openly about common gaps, overlooked risks, and planning blind spots that can quietly threaten long-term financial confidence.
Held at Other Lands Neighborhood Brewery & Café, this event offers a welcoming atmosphere with coffee, cocktails, and a full café menu available. Your first drink is on us.
Space is intentionally limited to keep the conversation meaningful and personal. RSVP is required.
Previous Events
Hosting educational workshops, client events, and community seminars since 2004.
2025
November 6, 2025 – What to Do Before Year-End with Your Taxes & Estate Plan: The Big Bill’s Impact
October 28, 2025 – Taxes, Medicare & the Big Bill
October 5 & 9, 2025 – Stewardship Strategies: Tax Savings Seminar
August 21, 2025 – Client Exclusive Halftime Report at Topgolf
April 3, 2025 – Client Exclusive State of the Markets Webinar
June 5, 2025 – Meet the New Advisor at Stella’s Southern Brasserie
2024
November 23, 2024 – Client Exclusive Cigar Rolling
October 29, 2024 – Medicare Seminar
September 19, 2024 – Medicare Seminar
September 26, 2024 – Wine Tasting Client Social
August 7, 2024 – Client Exclusive Halftime Report
2023
September 23, 2023 – Social Security Seminar
August 23, 2023 – Social Security Seminar
August 23, 2025 – Investment Manager Webinar
August 21, 2023 – Client Exclusive Halftime Report
July 23, 2023 – Taco Tuesday Client Social
June 23, 2023 – Social Security Seminar
March 23, 2023 – Social Security Seminar
February 23, 2023 – Client Exclusive State of the Markets
2022
December 21, 2022 – Social Security Seminar
November 10, 2022 – Social Security Seminar
October 13, 2022 – Social Security Seminar
September 23, 2022 – Medicare Seminar
September 22, 2022 – Ambassadors Exclusive Dinner at Soby’s
August 7, 2022 – Unity Church Presentation: How to Keep More & Pay Less to Uncle Sam, While Helping Your Church
June 18, 2022 – Picnic in the Park Client Social
April 5, 2022 – The War on Inflation Seminar
