January 21, 2021
Megatrends - How to Include them in your Portfolio
Online via Zoom
Megatrends are fundamental shifts in technology, culture, the environment, or other conditions that are developing and moving with inexorable force.
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February 25, 2021
Capital Markets: 2020 Review & 2021 Preview
Online via Zoom
Join us for a "State of Union" approach to discuss where markets are now, and how they are set up for 2021.
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March 25, 2021
Everything You Always Wanted to Know about Home Mortgages but Were Afraid to Ask
Online via Zoom
Amy Furr, Home Mortgage Consultant at Wells Fargo, joins us to answer your questions about home mortgages.
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April 22, 2021
Estate Planning in a Time of Political Transition and a Pandemic
Online via Zoom
Tim Nordgren, Estate Attorney at Sands Anderson, navigates the complexities of planning your estate during these challenging times.
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April 26, 2021
Springtime Shredding
Townsend Asset Management Corp. 5120 Bur Oak Circle, Raleigh, NC 27612
Get a fresh start to spring! Bring your documents to our April shredding event!
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