Broker Check

Our Client Events

Forecast Past & Present 2018

Holiday Brunch 2017

Half Time Report 2017

Paint & Sip Event

Forecast 2017

Holiday Brunch 2016

Halftime Report 2016

Ladies Tea 2016


Forecast 2016


Half-Time Report August 2015

David Wise and Kathy Kueider, Financial advisors in Greensboro, NC analyze the events that took place in the market for the first half of 2015. At this presentation we heard their ideas on how those events, and others, will unfold and possibly impact the remainder of the year.

Forecast Past and Present February 2015

Grandover Holiday Brunch 2014