Events To Help You Live With Intention & Confidence
Discover a wide range of events designed to meet the unique needs and aspirations of:
- Business owners
- Women
- Individuals preparing for retirement
Whether you're just starting out or looking to take your financial planning to the next level, our events offer educational insights, planning strategies, and resources to help you achieve your goals.
We understand the importance of networking and building meaningful connections within your professional community. That's why our events provide opportunities to connect with like-minded individuals who share similar goals and aspirations. Join us at our upcoming events and gain new insights to support your financial planning journey.
We look forward to welcoming you and supporting you on your path toward your financial goals.
Registration Open
No events scheduled at this time.
Past Events
An Evening of Appreciation
The Duke Mansion
400 Hermitage Rd
Charlotte, NC 28207
Join us for a special evening designed to celebrate the relationships, conversations, and community that make this journey so meaningful.
This will be an elevated and intentional gathering — an opportunity to slow down, connect, and enjoy the company of like-minded individuals who value personal growth, purpose, and meaningful conversations.
What to expect:
- Live music
- Cigar bar
- Flower bar
- Curated hors d’oeuvres
Women's Tea at The Duke Mansion
The Duke Mansion
400 Hermitage Rd
Charlotte, NC 28207
Join us for an elegant afternoon at The Duke Mansion, in celebration of the women we serve and partner with. Enjoy fine teas, tea sandwiches, and light bites in a relaxed setting.
We’ll also offer a chance to update your professional photo at 10 a.m. with award-winning photographer Jamie Shook in the serene garden.
Cheers & Smoke: A Gentleman’s Night Of Appreciation
New York Butcher Shoppe & Wine Bar
2452 Park Rd B
Charlotte, NC 28203
Join us for an evening of camaraderie, fine cigars, wine, and thoughtful conversation. This event is our way of saying thank you for your continued trust, support, and collaboration.
Whether you’re savoring a hand-rolled cigar or enjoying a refreshing glass of wine or craft beer, this night is designed to appreciate you and the relationships we’ve built.
Financially Fearless: Unleash Your Wonder Woman Mindset
The Rail House
123 E 27th Street, Suite 101
Charlotte, NC 28206
Immerse yourself in a dynamic atmosphere filled with empowering women, inspiring speakers, and practical tools tailored to help you harness your unique strengths and talents.
Time is Money
Tega Graze
2879 SC-160
Fort Mill, SC 29708
This program seeks to empower women to master time and invest efficiently.
Cultivating Confidence ~ In Love & Finances
Emerson
1520 Mockingbird Lane
Charlotte, NC 28209
This workshop is designed specifically for women who are seeking to empower themselves in both their personal and financial lives. This workshop offers an experience that combines the principles of self-love and financial literacy to help women create a path toward financial independence and abundance.
You Dream It, Together We Build It
We can help develop the roadmap to your financial independence