Client Events 2015
Fourth Quarter 2015 Lunch Discussion - Capital City Club, Columbia, SC
October 28, 2015
Our fourth quarter lunch discussion was held at the Capital City Club with guest speaker Nathan Mains of American Funds. Nathan’s presentation was about demographics and innovations that are changing the global investment landscape. We had a wonderful group join us for the lunch discussion.
Education Planning & Funding Lunch Discussion - M Space, Columbia, SC
July 24, 2015
Guest speaker Ken Davis of Columbia Threadneedle presented the SC Future Scholar 529 plan to our clients and guests! Paul discussed the importance of education planning and Ken did a fantastic job explaining the SC Future Scholar 529 plan. We finished with a delicious lunch!
CalmWater Financial Client Appreciation Ball Game Event - Lexington, SC
June 13, 2015
Take us out to the ball game! We invited everyone and their families and friends to join us at the Lexington Blowfish Game. We had a great turn out and everyone enjoyed a night of fun at the new Lexington Baseball Stadium. The Blowfish won and the night ended with a spectacular display of fireworks. We were so glad to see everyone enjoy themselves and hope to do this again next year.