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For our events and celebrations you're always invited

As part of our commitment to serving our clients and community, we are proud to offer educational workshops focused on the financial topics that matter most. Whether you're planning for retirement, managing wealth, or facing life's financial transitions, our goal is to deliver relevant education in a welcoming environment that empowers you to make informed choices with confidence.

View our upcoming events below and reserve your spot today.

New Tax and Market Changes Could Derail Your Plans – Learn How to Protect Yourself

  • Tuesday, September 15 @ 6:30 pm
    Lasso Gaucho Brazilian Steakhouse
    115 S Main St, Winston Salem NC 27101

  • Thursday, September 17 @ 6:30 pm
    Lasso Gaucho Brazilian Steakhouse
    115 S Main St, Winston Salem NC 27101

  • Thursday, Oct 15 @ 6:30 pm
    Flemings Prime Steakhouse and Wine Bar
    3342 W Friendly Ave, Greensboro NC 27410

  • Wednesday, October 21 @ 6:30 pm
    Flemings Prime Steakhouse and Wine Bar
    3342 W Friendly Ave, Greensboro NC 27410

Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.

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