Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
September 3, 2019
12:00p - 1:30p
The Belted Goat
Reasons to be Bullish on Equities
John Bahr of Integrity Wealth Advantage, LLC cordially invites you to attend an exclusive workshop: Reasons to be Bullish on Equities Tuesday September 2nd Noon-1:30 PM The Belted Goat Fearrington Village Pittsboro, NC In this presentation we discuss our current outlook for the economy and will focus on these topics: Signs that the economy is improving The emergence of an American industrial renaissance Why we think U.S. companies are still undervalued
August 27, 2019
12:00p - 1:30p
Tobacco Road Sports Restaurant
IRA Trust Invitation
Keynote Speaker: Eugene Choi, CFP, Regional Director Dunham & Associates Investment Counsel, Inc. Member FINRA/SIPC
June 27, 2019
1:00p - 2:00p
Webinar
DEFINED BENEFIT PLAN CONTINUING ED LIVE WEBINAR FOR CPAs
For Individuals with High Self-employment Income and Family Businesses Independent professionals and consultants with high incomes are looking for strategies to reduce their current tax liabilities. They appreciate hearing from Advisors and CPAs who introduce them to defined benefit plans and they’re willing to invest significant sums today to increase their retirement wealth 5-15 years down the road.