Upcoming Events in Charlotte

Ladies Luncheon at Palm Restaurant

Thursday February 20th at 11:45am

Nibbles & Knowledge at Palm Restaurant
Thursday February 20th at 5:30pm

What to Expect

Our Ladies Luncheons* are held monthly, exclusively for female Clients and Newsletter Subscribers!  We do not invite the general public; however, you are welcome bring guests. These luncheons are entertaining, typically held at The Palm and other premium restaurants in Charlotte.  You’ll enjoy financial education in a fun, comfortable atmosphere. Whether you are a savvy investor, a beginner, or your spouse handles financial matters for you, you’ll have a great time and the topics vary every month!

Our Nibbles & Knowledge Events* are also held monthly, exclusively for Clients and Newsletter Subscribers!  We do not invite the general public; however, you are welcome bring guests. These evening events provide plenty of heavy appetizers at top restaurants and are very well-attended. Ryan covers a wide range of interesting topics in a uniquely entertaining way.

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