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Lunch and Learn – Tax Planning Strategies & Opportunities

Change usually serves up opportunities. Please join us for a timely and most interesting hour. We are excited to welcome Stan R. Smiley, ESQ, and Julie Hendrickson, ESQ from the Advanced Planning Group at Cetera Financial Group. As accomplished and highly credentialed professionals in their field, Julie & Stan will review with us the latest …

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Quarterly Market Outlook

Join Linda P. Erickson, CFP® for her quarterly investment conference call when she will discuss the previous quarter, the current economic climate and what, if any, changes might be on the horizon. Grab your lunch, log-on to Zoom, and listen in with us.

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GREENSBORO
301 N. Elm Street, Suite 301
Greensboro, NC 27401
P: 336-274-9403
F: 336-273-0217

DURHAM
3001 Academy Rd., Suite 110
Durham, NC 27707
P: 919-595-0619
F: 336-273-0217

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