Events
Upcoming Events
October 7, 2026
12:00p - 12:30p
Virtual Zoom Webinar
Building Legacy Bridges Before It’s Too Late: Guiding Your Family Through What Happens Next
This final installment ties the entire series together, reinforcing that legacy planning isn’t about complexity, it’s about confidence, clarity, and love. Attendees will leave with a clear roadmap to protect their family and the confidence to take meaningful next steps.
Past Events
May 13, 2026
12:00p - 12:30p
Virtual Zoom Webinar
Building Legacy Bridges Before It’s Too Late: Starting the Conversations That Matter Most
Part 1 introduced the importance of building a “Legacy Bridge," a plan that spares loved ones confusion, conflict, and stress during life’s most difficult moments. In Part 2, we move from why this matters to how to take action.
February 25, 2026
12:00p - 12:30p
Virtual Zoom Webinar
Webinar: Building Legacy Bridges Before It's Too Late Part 1
Open and honest conversations about money, end-of-life wishes, and family responsibilities can feel overwhelming, but they’re essential for protecting your loved ones and preserving your legacy.
September 17, 2025
6:00p - 8:00p
Charleston Harbor Fish House
Finance After Five: Social Event
We’re inviting our valued clients to join us for Finance After Five, a relaxed evening of connection, appreciation, and conversation.
September 10, 2025
12:00p - 2:00p
Dray Bar & Grill
Forks and Finance Luncheon
Enjoy a delicious meal on us as we share practical financial insights and updates to help you stay informed and confident in your financial journey.