Events - Future Events View

Join Dennis Toman for a discussion of Influence: The Psychology of Persuasion by Robert Cialdini (new version 2021) Summary of Novel: In the new edition of this highly acclaimed bestseller, Robert Cialdini—New York Times bestselling author of Pre-Suasion and the seminal expert in the fields of influence and persuasion—explains the psychology of why people say yes and how to apply these insights ethically in business and everyday settings. Using memorable stories and relatable examples, Cialdini makes this crucially important subject surprisingly easy. With Cialdini as a guide, you don’t have to be a scientist to learn how to use this science.

A study group for tax professionals with a focus on current topics.

Join us for a panel discussion on creative, legal and tax advantaged ways to transfer business ownership.

We invite you to join us for a great opportunity to network with some amazing women while also getting some fresh air and some exercise!
The first Wednesday of every month we will meet to do a 3ish mile walk, followed by a chance to enjoy a drink, or a snack, and have time to network! PLUS, we’ll have some special program. All events will focus on a theme that is specific to commemorative months!

Our premiere education event with Brinker, Dixon & Wood

How We Got to Now: Six Innovations That Made the Modern World Paperback –
by Steven Johnson
Tom McGowen will lead our discussion of this book.

Tom McGowen shares key insights from "How We Got to Now" by Steven Johnson. In this illustrated history, Steven Johnson explores the history of innovation over centuries, tracing facets of modern life (refrigeration, clocks, and eyeglass lenses, to name a few) from their creation by hobbyists, amateurs, and entrepreneurs to their unintended historical consequences.

About Tom: Tom is a local CPA who is in the Greensboro Chapter because he likes to hang out around smart, interesting and very cool people

You don't have to read the book to benefit, so join us for a spirited and interesting conversation

https://www.amazon.com/How-We-Got-Now-Innovations/dp/1594633932

Videos: https://www.pbs.org/show/how-we-got-now/#:~:text=How%20We%20Got%20To%20Now%20with%20Steven%20Johnson%20is%20a,of%20these%20innovations%20has%20triggered.

Book Summary: https://fourminutebooks.com/how-we-got-to-now-summary/

We invite you to join us for a great opportunity to network with some amazing women while also getting some fresh air and some exercise!
The first Wednesday of every month we will meet to do a 3ish mile walk, followed by a chance to enjoy a drink, or a snack, and have time to network! PLUS, we’ll have some special program. All events will focus on a theme that is specific to commemorative months!

Happy Thanksgiving!

“Prosperity in the Age of Decline” by Brian and Alan Beaulieu
Charles Freeman will lead our discussion of this book.

Charles Freeman shares key insights from the book, "Prosperity in the Age of Decline," a guide for protecting your wealth in an age of turbulent business cycles.
In this book authors Brian and Alan Beaulieu—the CEO and President of the Institute for Trend Research® (ITR)—offer an informed, meticulously-researched look at the future and the coming Great Depression. Drawing on ITR's 94.7% forecast accuracy rate, the book outlines specific, actionable strategies for capitalizing on cyclical opportunities and dodging economic danger.

This conversation is designed to be meaningful even if you have not read the book, so join us and share insights and ideas!

About Charles: Charles F. Freeman, Jr. is the President and Portfolio Manager for AdaptFirst Investments. Charles is responsible for investment research and portfolio decision making for clients. He began his career in investments in 1998 while in New York City. Originally from Kernersville, NC, Charles found his way to NYC on a fencing scholarship to the New York Athletic Club.

In New York, a fellow fencer introduced Charles to a small investment stock trading firm. Charles knew immediately after starting with the firm that he had a passion for investing. After moving back to North Carolina, Charles began to help others with their investments in 2005 by joining AXA Advisors, and then continued to do so at Holderness Investments in Greensboro, NC.

An entrepreneur at heart, Charles decided to launch AdaptFirst Investments in 2017. AdaptFirst seeks to generate investment ideas and solutions for clients through intense research and analytics.

https://www.amazon.com/Prosperity-Age-Decline-Business-Preserve/dp/1118809890/ref=sr_1_1?crid=2TOTHVQ5U0YWB&dchild=1&keywords=prosperity+in+the+age+of+decline&am

Followed by our annual holiday social

An Interactive Discussion on Tax and Planning Considerations Throughout the Business Life Cycle

Value of Advice: Wealth Transfer Strategies for Art & other Passion Assets and Converting Passion Assets into Charitable Impact AND
Private Client Insurance Topics for High Net Worth Clients

Join financial service professionals, their families, guests, and university students for a unique experience on the 8th
Financial ConNEXTion Educational Cruise on Carnival’s Miracle.

Join financial service professionals, their families, guests, and university students for a unique experience on the 8th
Financial ConNEXTion Educational Cruise on Carnival’s Miracle.