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Rules for the Road - 2022

Join us for our 2022 Fall Market Update on Tuesday, October 11th, 2022 at 6:30pm as we navigate the hazards along life's journey. Investors often misunderstand slowdowns or completely miss opportunities during unexpected detours - like the current Federal Reserve rate frenzy that has washed out trillions in net worth so far this year. This timely presentation may help clients safely navigate many of the perils along their financial journeys.


The dinner will be held at the Umstead Hotel ballroom in Cary, NC. The hotel is located near SAS Campus just off Interstate Highway 40.

RSVP below or call our office at 919-424-4650.

Location: Umstead Hotel, 100 Woodland Pond Drive - Cary, NC 27513 (click to open link)

Please make your server aware of any food allergies/preferences. 

This event has been sponsored in part by Athene, MFS, Bluerock Funds, and Pacer EFTs.

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. Contact Lyn Adams at 4141 Parklake Avenue, Ste 120 | Raleigh, NC 27612 or 919-424-4650 to obtain a prospectus, which should be read carefully before investing or sending money.

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