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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



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.

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