During the year we host several events for clients & those interested in meeting our firm. Some are educational, while others are purely social, but they're always sure to be a good time. So please come out and join us!
Contact us to receive updates on upcoming events!

This has become a client favorite and so we've begun hosting it twice a year! The night begins with a casual lesson on the basic shag dance steps, and then the dance floor is open for all to drift the night away to classic Beach Music tunes. Refreshments and light snacks are provided. (To keep it safe & clean, it is a smoke-free & alcohol-free event.)

Each year we host a diverse variety of local professionals who provide enlightening presentations on important aspects of retirement planning. In years past we've heard from trusted lawyers, CPAs, nutritionists, law enforcement officers, etc. It's a well-rounded educational luncheon aimed to help clients of all ages stay healthy, wealthy & wise throughout the retirement years.

Each October we host a day-long client appreciation event in Meadows of Dan, Virginia, which is a scenic hour & a half drive northwest of Greensboro. It's scheduled during that perfect time of the year for all to appreciate the colorful changing of the leaves and enjoy the great outdoors one more time, just before the winter chill sets in. We provide Greensboro's best country barbecue with all the fixins' and musical entertainment. It's our biggest client event of the year and a great time to meet & greet a variety of friends, both new & old.