Upcoming Events:

Wednesday, August 5th; Network with TAP Charlotte (Trusted Advisor Professionals)

TAP Charlotte is a group for accounting, legal and financial professionals age 40 and under to connect, share ideas and build lasting relationships. We’ll be gathering August 5, 2015 from 5:30 – 7:30 PM at The Olde Mecklenburg Brewery. Ed Coambs of Marriage and Money Matters will be our guest speaker.

Accounting, legal, and financial professionals age 40 and under are invited to attend.

Click to register.


Wednesday, August 26th: Conversations on Aging (Seminar open to the general public)

Join local experts, Cheryl J. Sherrard, CFP®, Kimberly Gossage, JD and Jennifer Szakaly, MA, CMC  as they guide aging parents and adult children through the critical conversations for later life.  Discover the necessary documents and discussions to help families stay in better control of their future.  A panel discussion and Q&A will follow the speaker presentations.

This event is open to the general public and is free to attend. Sponsor opportunities are also available for businesses/organizations providing resources to the aging population in the Charlotte area. Space is limited. Click here to inquire about sponsorship opportunities.

Click to register.