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We love to take the time and get together- be it to discuss current events, learn a bit about an important topic, or just have some fun and socialize, our events are an important part of what we offer.

We are especially proud of our Life on Purpose Education Series, a unique education series that gets to the heart of Financial Life Planning, promoting balance and wellness in all areas of life.


Education Events

We believe that the more someone understands and learns, the better decisions they can make.Therefore, our educational events are an important part of our offering.

We divide our Education into two components, Financial Fundamentals & our Life on Purpose Education Series


Overall, our education events are a great way to learn in a relaxed environment. These events are open to clients and those they refer by availability.

Click here for a list of our commonly offered subjects built specifically for our off-site Business Lunch & Learn Sessions.

Questions? Contact Us.

Education Events
Client Appreciation

Client Appreciation Events

Our loyal clients are the most important thing to us, so we like to take the time and just appreciate them with a purely social & fun event.

We've had a wide variety of fun over the years that we will continue for many to come.


Be on the lookout for what we have in store this year!


Networking Events


Our intermittent networking events are meant to be a fun way to spend a little bit of time getting to know one another- our clients, our client's friends, our community, and those we work with. 

You never know who you might meet and what sort of connection you might build.

Contact Us for More Info

Relationships are extremely important. A recent study by UNC recently proved that your social networks are as important to you as exercise and diet (article here​).

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