February 15, 2023
5:30p - 7:00p
Capitol Financial Solutions Raleigh Office
We hope you can join us for an important workshop on Identity Theft. Did you know? • You are 8 times more likely to be a victim of identity theft than any other crime • Identity theft has tripled since the start of COVID-19 • You will come away with at least 10 recommendations as to what you can do to protect against identify theft
September 29, 2022
5:30p - 7:30p
It’s hard to ignore current news about persistent market volatility, and we’re guessing this has resulted in some anxiety about what (if anything) you should be doing. Please join us at Perry's Steakhouse to hear a Market Update & Positioning presentation. We invite you to arrive between 4:45 and 5:15 for cocktails and then the presentation will start at 5:30pm.
May 5, 2022
12:00p - 1:30p
As one of our most valued relationships, we would like to formally invite you to this year's celebration of Mother's Day. We are excited to honor you with a lunch at Tazza Kitchen Please mark your calendars for Thursday, May 5th at Noon. We hope you can join us at Tazza!
April 14, 2022
6:30p - 8:00p
Durham Bulls Stadium
Join us in our terrace box as we watch the Durham Bulls! Families are welcome!
September 22, 2021
6:00p - 8:00p
Prestonwood Country Club (The Oak Room & Veranda)
You and a friend are invited to join Brian Carr and Phil Romano for a special client appreciation cookout. We hope you and a friend can join us!