Join us for our First Annual Fall Financial Forum, where we bring great minds together to share a morning of in-depth insights on financial "hot topics". We will provide a breakfast keynote session, 2 breakout sessions, and a lunch keynote session. The Financial Forum is provided at no charge for our invited guests, but due to our COVID safety protocols, there is very limited seating. Be sure to RSVP before November 3rd.
INVESTING IN A POST-COVID SOCIETY
Pedro Palandrani, Analyst - Global X
There are thematic categories of public challenges that will require substantial capital spending:
State budget deficits, cyber security, failing infrastructure, and medical freedoms. A key to successful investing is identifying investable opportunities before the trends become obvious to all.
Pedro Palandrani is a Research Analyst covering the Thematic Growth suite of ETFs, including those in the Technology, People, and Infrastructure categories. Pedro earned his MBA from the Bertolon School of Business and a BA from Universidad Católica Andrés Bello (UCAB).
AVOIDING UNEXPECTED OUTCOMES
Daniel J. McEntee, Consultant - Investment Works
Most people try to insure themselves against large losses, but often they overlook important details and end up with insane outcomes.
Dan has acted as an independently affiliated risk manager in Raleigh, and Asheville, NC for the past 20 years. Serving predominately individuals and small businesses across NC, Dan utilizes a variety of insurance products to hedge risks and help clients reach their goals and secure greater confidence in their lives.
TIME MANAGEMENT IS NOT
ABOUT MANAGING TIME
Kevin Brimhall, President
JFD Performance Solutions
“All the money in the world can’t buy an ounce of time.” Strategic coach Kevin Brimhall shares insights on how small changes in our behavior produce improvement in our productivity
Kevin founded JFD Performance Solutions in 2003 to help companies align their people and processes with their goals to achieve improved results. Their focus is on team and individual performance, business development and organizational effectiveness.
UNREAL REAL ESTATE:
TRENDS IN THE TRIANGLE MARKET
Cara Pierce, Cara Pierce & Co
Braxton Anthony, Rich Commercial Realty
An in-depth conversation about the drivers and projections in Triangle real estate market.
Cara Pierce has been a licensed Realtor® in the Triangle area for 15 years, averaging over 30 million in sales annually over the past few years. Her experience helping buyers purchase homes to rent and homes to flip, plus her background in construction and design, brings a uniquely informed perspective to her clients..
Braxton Anthony is a Partner and Vice President at RCR. Specializing in office tenant /buyer representation, he assists clients in developing complex strategies that cut costs, increase efficiency and provide maximum flexibility. Braxton’s commercial construction experience is valuable to his clients as they deal with rising upfit costs.
INVESTING IN A SKY-ROCKETING MARKET WITH A SAFETY NET
Justin Groce, CFP®, Registered Principal
Jason Shore, Financial Advisor
An introduction to trend analysis and an investment process we built to limit losses when things don’t go as we all hope
Justin Groce joined Adams Financial in 2001 and has focused his work building strategies to help grow and protect his clients’ wealth through creative, personalized financial planning.
Jason Shore is a Partner of Adams Financial and a financial advisor with Cetera Advisor Networks LLC. He works with individuals and families developing and implementing personalized investment strategies.
TOP TAX-SAVING CONCEPTS FOR 2021
Lyn Adams, President, Registered Principal - Adams Financial
There’s discussion about tax law changes on the horizon in several categories – capital gains, mega Roth techniques, property tax exclusions, qualified business income credits, and more. Lyn will review some of the most widely used tax reduction strategies still available in 2021.
FINANCIAL INDEPENDENCE IN A WORTH-LESS WORLD
Lyn Adams, President, Registered Principal - Adams Financial
Rethinking how to achieve our life-long goals with tomorrow’s diminished dollars
Lyn Adams, Jr., AIF®, CFP®, holds degrees in Economics and Business Management from North Carolina State University. He has been a professional financial consultant since 1994 and was recognized with the “40 Under 40” leadership award by the Triangle Business Journal for his outstanding contributions to his profession and service to the community. Lyn is a popular speaker and teacher on a variety of financial education topics.
November 6, 2021 from 9am -1pm at the Hilton Garden Inn Crabtree Valley Hotel in Raleigh - 3912 Arrow Drive, Raleigh, NC 27612
Registration begins at 8:30 am
This event is sponsored in part by MFS, Hines Securities and Global X ETFs
Registered Representatives offering advisory and securities through Cetera Advisor Networks LLC, Member FINRA / SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contract your registered representative to obtain a prospectus, which should be read carefully before investing or sending money. REITs are subject to various risks such as liquidity and property devaluations based on adverse economic and real estate market conditions and may not be suitable for all investors.