Attention Members and Perspective Members – 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”
Michael works as a Wealth Advisor for Investors Trust Company, based out of Chapel Hill. He brings his extensive investment management, retirement, and estate planning experience to identify client needs and implement customized financial planning solutions. Michael grew up in Winston-Salem and spent most of his working career in Washington DC with PNC Wealth Management, where he served as trustee, executor and investment agent. He also worked in Charlotte for Wells Fargo Advisors and Edward Jones Investments. Michael holds the following professional designations: CERTIFIED FINANCIAL PLANNERTM CERTIFIED TRUST & FINANCIAL ADVISOR and ACCREDITED ESTATE PLANNER®
He received a Master in Trust & Wealth Management from Campbell University. Michael is a member of the Durham/Orange County, Greensboro and Piedmont Estate Planning Councils. He serves on the local Board of Directors for Make-A-Wish®, Department on Aging Board and Habitat for Humanity Finance Committee. Michael resides in Chapel Hill. He enjoys art museums, the Carolina Ballet, biking, and traveling to locations such as Iceland, Italy and Turkey.
June 20, 2019 –
June Meeting and Breakfast Sponsor is LiveWell
Speaker: John Lowe of Seniors Stories Presents “The Benefits of Storytelling for the Elderly”
August 15, 2019 –
October 17, 2019 –
December Holiday Party – TBA