2019 Annual Membership Dues Are Now Due!
Our networking and educational meetings for senior-focused professionals are planned for 2019.
Please join us on the following dates at:
Robert and Pearl Seymour Center
Phone: (919) 968-2070
2551 Homestead Road, Chapel Hill, NC 27516
Click here for directions!
Please feel free to bring your business cards and brochures to share at our member table.
We meet on the third Thursday of every other month from 8:30-10:00, with the meetings beginning at 9 am.
Mark Your Calendars for Our 2019 Meetings:
February 21, 2019 –
February Meeting and Breakfast Sponsor is Carver Living Center
Speaker: Judith Sands Presents “Caregiver Grief: What’s That About?”
April 18, 2019 –
April Meeting and Breakfast Sponsor is Nurse Care of NC
Speaker: Michael Zuber CFP®, CTFA, AEP® Presents “The Silent Killer to Retirement Savings”
June 20, 2019 –
June Meeting and Breakfast Sponsor: Hillsborough Wills & Trust, Attorney Colin K. Austin PLLC
Speaker: John Lowe of Seniors Stories Presents “The Benefits of Storytelling for the Elderly”
Speaker: Michael Dunaway of Edward Jones Presents “Living In Retirement….What Happens After the Paycheck Stops?” Topics covered include:Long Term Care Planning, Understanding Costs of LTC and Different Pay Strategies, Understanding Retirement Income Strategies, Asset Protection and the Imporatance of a Fully Developed Finacial Plan (Not Outliving Your Money!)
Bio: As an Edward Jones financial adviser, I organize, build, protect, and help transfer wealth. I do this by building strong, lasting relationships with my clients. I work with families, business owners, and high net worth individuals in the community I grew up in, and I’m so proud to help my clients reach their goals and dreams for retirement and more.
I’m a lifelong learner with degrees from the University of North Carolina (UNC) Greensboro, UNC Chapel Hill and the University of Cincinnati. I have dedicated my life to helping others, and love being involved in sports, church and civic organizations in Fuquay-Varina. I have two amazing children that attend elementary school, and when I’m not working, I’m spending every chance I can pouring lots of hugs, kisses, and fun experiences into their lives.
Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps to help reach your long-term goals.
But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive investment guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help achieve your financial goals.
August Breakfast Sponsor: Anne Edwards, owner of Compassionate Concierge for Seniors, LLC
October 17, 2019 – Carl Nordgren, carl@creativepopulist.com
December 12, 2019 – December Holiday Party at Brookdale Durham from 4:00 – 6:00pm. RSVP to Davis at jcapps1@brookdale.com
