Client Events

Third Quarter 2018, “Market Outlook” Lunch Discussion—USC Alumni Center, Columbia, SC
July 27, 2018


We continued our talk about the markets this quarter with guest speaker, Nathan Mains, of the American Funds Group.  Nathan gave us an overall update on the US and global markets.  We talked about diversification, tariffs, and strategies for long term investing.



Fourth-Quarter 2017 “Online Access” Workshop—The Oak Table, Columbia, SC

October 27, 2017 and November 10, 2017

It was great to get together with many of you at our “Online Access” workshop.  We covered the safety and security of your accounts and how to use the different online applications we have to offer all clients. 




Fourth-Quarter 2016 “Elder Care Planning” Lunch Discussion—
Al's Upstairs, West Columbia, SC

October 21, 2016

We had a great presentation and talk about the important considerations for managing health care needs for transitioning into elder years. Mary Katherine Bagnal of Senior Matters presented an overview and addressed many complexities and concerns in patient advocacy in regards to elder care planning.


Second-Quarter 2016 Estate Planning: Wills, Trusts, and Tax Issues Lunch Discussion—M Space, Columbia, SC
April 22, 2016

4th Annual Client Appreciation Ball Game –Columbia, SC
May 5, 2018


Wow! What an awesome evening we had with many clients and friends who came out to join us at this year’s Client Appreciation Ball Game at Spirit Communications Stadium. The weather was perfect, the Fireflies won finishing with grand slams and home runs and the fireworks was incredible! You made our evening by coming out to join us for a fun event! We hope to continue this ongoing annual tradition as our way of saying “thanks”. See you next year!


Third-Quarter 2017, Education Planning & Funding Lunch Discussion—The Blue Marlin, Columbia, SC
July 27, 2017


It’s back to school time!  We had the pleasure of having guest speaker, Ken Davis, of Columbia Threadneedle present again.  Ken discussed the Columbia Threadneedle Future Scholar 529 plan that many clients use to save and grow college savings and take advantage of the tax benefits.



Third-Quarter 2016 “Campaign for Your Future” Lunch Discussion—Blue Marlin Vista Room, Columbia, SC
August 16, 2016

We discussed market trends that occur around election time at our third quarter lunch meeting. It was reassuring to learn from past performances that it is prudent to continue to stay diversified and not get caught up in the emotions and noises surrounding presidential elections. We thank Jim Stewart from Hartford Funds for supporting the event and Mike Lynch for being our guest speaker on the topic.


First Quarter 2016 Retirement Lunch Discussion - Blue Marlin Vista Room, Columbia, SC
January 22, 2016

First Quarter 2018, “Market Update” Lunch Discussion—The Blue Marlin Vista Room, Columbia, SC
January 26, 2018


We had a great time at our “Market Update” lunch learning about the different asset classes.  Paul led the discussion on the market outlook and we talked about earnings, optimism and why US stocks and companies are more profitable than they’ve ever been!



3rd Annual Client Appreciation Ball Game—Columbia, SC
May 6, 2017


Who did the rain dance before the game??? We sure got wet at our 3rd Annual Client Appreciation Ball Game with the Columbia Fireflies!  Even so, we were so excited to see so many of our clients brave the weather forecast and join us for a fun night of baseball, food and fireworks.  It was great to hear that the rain didn't dampen the great evening had by all.  Thank you for coming out and allowing us to treat you to a night of baseball, food and fun at Spirit Communications Park.  Next year, let's postpone the "dancing" for another night!

2nd Annual Client Appreciation Ball Game—Lexington, SC
June 17, 2016


We are back at it again for our 2nd Annual Client Appreciation Ball Game! It was even more fun this year with more clients and friends joining us. The weather turned out to be beautiful and breezy, everyone came out with a smile and the Lexington Blowfish managed an incredible come back and win. The evening ended with a fabulous display of fireworks to see everyone out for the night. Thank you for coming out to spend your Friday with us and thank you for allowing us to continue to serve you and your family.