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!