Broker Check

Events

Upcoming Events

October 20, 2022

11:00a - 12:00p

Online Webinar

Register

Estate Planning Webinar

Who needs an estate plan? Chances are, you do. You may think that estate planning is just for the wealthy, but it’s not.  In fact, an estate plan may actually be more important if you have a smaller estate...

November 10, 2022

11:00a - 12:00p

TBD

November 22, 2022

11:00a - 1:00p

Our Office

December 8, 2022

11:00a - 12:00p

TBD

Past Events

September 8, 2022

11:00a - 12:00p

North Carolina Museum of Art's Distance Learning Center

Medicare Lunch and Learn

Join us at the North Carolina Museum of Art for a medicare lunch and learn presented by WillowTrust's Jim Nowak and Rondi Goodman with Triangle Medicare Group! Lunch will be provided.

August 11, 2022

11:00a - 12:00p

Online Webinar

Mid-Year Economic Update: Helpful information to know in a challenging market environment

We believe an educated client is our best client! Please join us for this informative workshop as we recap the first half of 2022 and discuss proactive strategies moving forward. Bring a friend! This event is for our clients and their guests.

June 17, 2022

6:00p - 11:00p

Durham Bulls Athletic Park

Annual Client Advocate Event

Thank you for helping our Growth Initiative! This event is by invitation only for clients who have introduced us to a friend, colleague, or family member who could potentially become a client.  Please join us for a Luxury Suite VIP Experience of food, beverage and Durham Bulls baseball!! First pitch is at 6:35PM Seating is limited so register today!

June 9, 2022

11:00a - 12:00p

TBD

Long Term Care Webinar

Long-term care can be an expensive drain on family resources. People might be surprised by the number of Americans who may need long-term care if current trends remain in place. Register for our webinar to learn how to: develop a long-term care strategy to protect yourself—and your family— should the need for long-term care arise.

April 30, 2022

9:00a - 11:00a

Our Office

Shred Day

Purge your papers and pantry! Simply bring anything you'd like to have shredded to our drive-thru service. We will be hosting a food drive for the NC food bank. Please visit http://foodbankcenc.org/wp-content/uploads/2019/11/BrandRefresh_Food-Drive-Most-Needed-Items_2019.pdf to see a list of what they need most. As always, we are committed to protecting your privacy and providing you with helpful and convenient service!

April 27, 2022

5:30p - 7:00p

Perry's Steakhouse and Grille's Bar 79

New Client Social

This event is by invitation only. Please join the WillowTrust team in Bar 79 at Perry's Steakhouse and Grille for a new client social! Space is limited. Please RSVP in advance! We look forward to seeing you!

April 14, 2022

11:00a - 12:00p

Online webinar

Managing Wealth in 2022 Including Proactive Tax Planning Strategies

Please join us for this informative workshop! Bring a friend! This event is for our clients and their guests.

March 10, 2022

11:00a - 12:00p

Online Webinar

Tax Update 2022

Learn about the latest tax law changes and which investments and tools can help you manage your tax liability.

February 23, 2022

7:00p - 9:00p

Online Webinar

Genealogy 101 with Jen Gunther!

Ever wonder where you came from? Where your ancestors lived? When and How they got to America? This presentation introduces genealogy basic concepts: how and where to start, basic recording forms, beginning the family tree, organizing manual and digital files, inventorying artifacts, local resources, and more. Join in the fun of the second most popular hobby -- Family History & Genealogy!

February 10, 2022

11:00a - 12:00p

Online Webinar

State of the Markets 2022

Please join us for a comprehensive review of market activity in 2021  and a look at what may happen in 2022. As always, your friends and family are welcome to attend.

December 15, 2021

6:00p - 8:00p

TBD

December 14, 2021

11:00a - 1:00p

TBD

November 23, 2021

11:00a - 1:00p

Our Office

Pie Giveaway

The Fall season is an important time to express gratitude to those most important to us. And that's what WillowTrust Wealth Management would like to do for YOU! Your friendship and support mean everything to us. As a token of our appreciation, we would like to give you and your loved ones a pie! Please leave a comment with your choice: apple, pumpkin, or pecan.

November 10, 2021

6:00p - 8:00p

TBD

October 13, 2021

6:00p - 8:00p

TBD

Estate Planning 101

Who needs an estate plan? Chances are, you do. You may think that estate planning is just for the wealthy, but it’s not.  In fact, an estate plan may actually be more important if you have a smaller estate, because your final expenses will have a much greater impact on your estate and there’s a much greater possibility that your loved ones could suffer from a lack of financial resources. The fact is, without an estate plan, you can’t control what happens to your property if you die or become incapacitated.

September 15, 2021

6:00p - 7:00p

Online Webinar

30 Minutes On Medicare Basics: What You Need To Know About Medicare Before Turning 65

What Is Medicare? Who Is Eligible for Medicare? How Do You Enroll in Medicare? Don't be one of those people who pay too much for private insurance because they didn't know any better. Looking over your options to figure out a plan that is a good fit for you is something we can help you with!

September 14, 2021

11:00a - 12:00p

Online Webinar

30 Minutes on Medicare Basics: What You Need to Know About Medicare Before Turning 65

This event has been cancelled. Please register for the Wednesday at 6pm timeslot. We apologize for any inconvenience.

August 17 - August 24, 2021

6:30p - 9:00p

Virtual

Retirement Planning Today

You’ve worked hard to provide for your family and save for your future - now, your money should work for you! This course will show you how to keep more of what you've earned, whether you're approaching retirement or just beginning to think about it. You'll learn how to set goals and work toward them, with practical information that you can apply immediately. The course addresses financial issues for all kinds of employees, including the self employed, and includes a comprehensive, illustrated textbook. Class sizes are limited, so register today!

August 12 - August 19, 2021

6:30p - 9:00p

Wake Tech Community College

Retirement Planning Today

You’ve worked hard to provide for your family and save for your future - now, your money should work for you! This course will show you how to keep more of what you've earned, whether you're approaching retirement or just beginning to think about it. You'll learn how to set goals and work toward them, with practical information that you can apply immediately. The course addresses financial issues for all kinds of employees, including the self employed, and includes a comprehensive, illustrated textbook. Class sizes are limited, so register today!

August 11, 2021

5:30p - 7:00p

Perry's Steakhouse and Grille's Bar 79

New Client Social

This event is by invitation only. Please join the WillowTrust team in Bar 79 at Perry's Steakhouse and Grille for a new client social! Space is limited. Please RSVP in advance to the event you would like to attend. We like to keep these events smaller and more intimate. If both events are full, please call our office 919.562.5072 or email clients@willowtrustwealth.com to get on a waitlist. We will schedule another event if needed.  We look forward to seeing you!

August 3, 2021

5:30p - 7:00p

Perry's Steakhouse and Grille's Bar 79

New Client Social

This event is by invitation only. Please join the WillowTrust team in Bar 79 at Perry's Steakhouse and Grille for a new client social! Space is limited. Please RSVP in advance to the event you would like to attend. We like to keep these events smaller and more intimate. If both events are full, please call our office 919.562.5072 or email clients@willowtrustwealth.com to get on a waitlist. We will schedule another event if needed.  We look forward to seeing you!

July 14, 2021

6:00p - 8:00p

online webinar

Half-Time Report Presentation

Join us for our Halftime Report to hear a comprehensive review of market activity so far in 2021 and what the second half of the year may bring.

July 13, 2021

11:00a - 1:00p

online webinar

Half-Time Report Presentation

Join us for our Halftime Report to hear a comprehensive review of market activity so far in 2021 and what the second half of the year may bring.

June 9, 2021

6:00p - 7:00p

Online Webinar

Long Term Care and Life Insurance Presentation

Long-term care can be an expensive drain on family resources. People might be surprised by the number of Americans who may need long-term care if current trends remain in place. Life insurance has the potential to offer protection at a crucial time for those who matter the most to us. Life insurance needs are different at different times in life. During working years, life insurance may be able to help your loved ones avoid drastic changes in lifestyle in the event of your passing. During retirement, life insurance can be positioned to offer additional tax and estate benefits. Regardless of your life stage, consider reviewing your life insurance needs annually to account for changes in your family situation. Register for our webinar to learn how to: develop a life insurance and long-term care strategy to protect yourself—and your family— should the need for long-term care arise.

June 8, 2021

11:00a - 12:00p

Online Webinar

Long Term Care and Life Insurance Presentation

Long-term care can be an expensive drain on family resources. People might be surprised by the number of Americans who may need long-term care if current trends remain in place. Life insurance has the potential to offer protection at a crucial time for those who matter the most to us. Life insurance needs are different at different times in life. During working years, life insurance may be able to help your loved ones avoid drastic changes in lifestyle in the event of your passing. During retirement, life insurance can be positioned to offer additional tax and estate benefits. Regardless of your life stage, consider reviewing your life insurance needs annually to account for changes in your family situation. Register for our webinar to learn how to: develop a life insurance and long-term care strategy to protect yourself—and your family— should the need for long-term care arise.

May 12, 2021

6:00p - 7:00p

Online Webinar

Social Security

Social Security Planning is a very important part of financial planning. Although Social Security benefits are paid to individuals, the rules for spousal and survivor benefits mean that husbands and wives need to coordinate their benefits and make their claiming decisions as a couple.  Join us for our webinar  "Social Security Planning Strategies" and learn how to take advantage of certain rules to provide spousal benefits that you may not have realized you were entitled to!

May 11 - May 18, 2021

6:30p - 8:30p

Online Instruction

Retirement Planning Today

You've worked hard to provide for your family and save for your future - now, your money should work for you! This course will show you how to keep more of what you've earned, whether you're approaching retirement or just beginning to think about it. You'll learn how to set goals and work toward them, with practical information that you can apply immediately. The course addresses financial issues for all kinds of employees, including the self employed, and includes a comprehensive, illustrated textbook. Class sizes are limited, so register today!

May 11, 2021

11:00a - 12:00p

Online Webinar

Social Security

Social Security Planning is a very important part of financial planning. Although Social Security benefits are paid to individuals, the rules for spousal and survivor benefits mean that husbands and wives need to coordinate their benefits and make their claiming decisions as a couple.  Join us for our webinar  "Social Security Planning Strategies" and learn how to take advantage of certain rules to provide spousal benefits that you may not have realized you were entitled to!

May 6 - May 13, 2021

6:30p - 8:30p

Online Instruction

Retirement Planning Today

You've worked hard to provide for your family and save for your future - now, your money should work for you! This course will show you how to keep more of what you've earned, whether you're approaching retirement or just beginning to think about it. You'll learn how to set goals and work toward them, with practical information that you can apply immediately. The course addresses financial issues for all kinds of employees, including the self employed, and includes a comprehensive, illustrated textbook. Class sizes are limited, so register today!

April 23, 2021

11:00a - 1:00p

Our Office

Shred Day

Purge your papers and pantry! Simply bring anything you'd like to have shredded to our drive-thru service. We will be hosting a food drive for the NC food bank. Please visit http://foodbankcenc.org/wp-content/uploads/2019/11/BrandRefresh_Food-Drive-Most-Needed-Items_2019.pdf to see a list of what they need most. As always, we are committed to protecting your privacy and providing you with helpful and convenient service!

April 14, 2021

6:00p - 7:00p

Online Webinar

Women & Money: Strategies for Your Future

Join us for our webinar "Women & Money: Strategies for Your Future" and learn how to: Be Financially aware and confident: • Know financial matters at each life stage • Navigate them successfully • Recognize women’s unique financial challenges • Get help when you need it

April 13, 2021

11:00a - 12:00p

Online Webinar

Women & Money: Strategies for Your Future

Join us for our webinar "Women & Money: Strategies for Your Future" and learn how to: Be Financially aware and confident: • Know financial matters at each life stage • Navigate them successfully • Recognize women’s unique financial challenges • Get help when you need it

March 26, 2021

6:00p - 6:30p

Ruth's Chris Steak House

Exclusive Client Advocate Dinner (invitation only)

All of us on the WillowTrust Wealth Management team want to say Thank You for introducing us to your friends and family! To show our appreciation for being one our Client Advocates we would like to provide you with a dinner from Ruth's Chris Steakhouse! This will be a drive thru event. Our team will be there to deliver everything right to your car.

March 23 - March 30, 2021

6:00p - 8:00p

Online Webinar

Retirement Planning Today

You've worked hard to provide for your family and save for your future - now, your money should work for you! This course will show you how to keep more of what you've earned, whether you're approaching retirement or just beginning to think about it. You'll learn how to set goals and work toward them, with practical information that you can apply immediately. The course addresses financial issues for all kinds of employees, including the self employed, and includes a comprehensive, illustrated textbook. Class sizes are limited, so register today!

March 18 - March 25, 2021

6:00p - 8:00p

Online Webinar

Retirement Planning Today

You’ve worked hard to provide for your family and save for your future - now, your money should work for you! This course will show you how to keep more of what you've earned, whether you're approaching retirement or just beginning to think about it. You'll learn how to set goals and work toward them, with practical information that you can apply immediately. The course addresses financial issues for all kinds of employees, including the self employed, and includes a comprehensive, illustrated textbook. Class sizes are limited, so register today!

March 10, 2021

6:00p - 7:00p

Online Webinar

2021 Tax Strategies Presentation

Managing your taxes efficiently involves a clear understanding of the tax code. To help you prepare for the year ahead, you are invited to join us for our live presentation event focused on Tax Strategies for 2021. Learn about the latest tax law changes and which investments and tools can help you manage your tax liability.

March 9, 2021

11:00a - 12:00p

Online Webinar

2021 Tax Strategies Presentation

Managing your taxes efficiently involves a clear understanding of the tax code. To help you prepare for the year ahead, you are invited to join us for our live presentation event focused on Tax Strategies for 2021. Learn about the latest tax law changes and which investments and tools can help you manage your tax liability.

February 11, 2021

6:00p - 7:00p

Online Webinar

Outlook of the Markets

Please join us for a comprehensive review of market activity in 2020 and a look at what may happen in 2021.

February 10, 2021

11:00a - 12:00p

Online Webinar

Outlook of the Markets

Please join us for a comprehensive review of market activity in 2020 and a look at what may happen in 2021.

January 13, 2021

11:00a - 12:00p

Online Webinar

November 24, 2020

12:00p - 2:00p

At Our Office

Annual Client Pie Giveaway

The Fall season is an important time to express gratitude to those most important to us. And that's what WillowTrust Wealth Management would like to do for YOU! Your friendship and support mean everything to us. As a token of our appreciation, we would like to give you and your loved ones a pie!

October 20 - October 27, 2020

6:30p - 8:30p

Online Instruction

Retirement Planning Today

You've worked hard to provide for your family and save for your future - now, your money should work for you! This course will show you how to keep more of what you've earned, whether you're approaching retirement or just beginning to think about it. You'll learn how to set goals and work toward them, with practical information that you can apply immediately. The course addresses financial issues for all kinds of employees, including the self employed, and includes a comprehensive, illustrated textbook. Class sizes are limited, so register today!

October 15 - October 22, 2020

6:30p - 8:30p

Online Instruction

Retirement Planning Today

You’ve worked hard to provide for your family and save for your future - now, your money should work for you! This course will show you how to keep more of what you've earned, whether you're approaching retirement or just beginning to think about it. You'll learn how to set goals and work toward them, with practical information that you can apply immediately. The course addresses financial issues for all kinds of employees, including the self employed, and includes a comprehensive, illustrated textbook. Class sizes are limited, so register today!

August 19, 2020

1:00p - 2:00p

Online Webinar

Halftime Report

Join us as we help put today’s economic landscape into perspective. Please invite your family and friends who would like to learn more about investing and the markets.

August 18, 2020

6:00p - 7:00p

Online Webinar

Halftime Report

Join us as we help put today’s economic landscape into perspective. Please invite your family and friends who would like to learn more about investing and the markets.

August 15, 2020

9:00a - 11:00a

Our Office

Shred Day

Please join us to shred your unwanted documents. This is a no-contact drive-thru service while we are social distancing. We will be happy to remove the unwanted documents from your vehicle and will provide individual treats for each of our guests. 

July 8, 2020

1:00p - 2:00p

Online Webinar

Business as Usual in Unusual Times: 14 Things we have Learned During Quarantine

Please join us for our upcoming webinar "Business as Usual in Unusual Times." We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you, even during these uncertain times. Feel free to invite your friends and loved ones. RSVP today to save your seat.

May 14, 2020

6:00p - 7:30p

This event is being rescheduled

Tax Strategies - 2020 Presentation

Managing your taxes efficiently involves a clear understanding of the tax code. To help you prepare for the year ahead, you are invited to join us for our live presentation event focused on Tax Strategies for 2020. Reserve your seats today!

March 10, 2020

6:00p - 8:00p

Coquette Brasserie

State of the Markets

Please join us for a comprehensive review of market activity in 2019, and a look ahead at 2020.

March 12, 2019

5:00p - 6:00p

Retirement Planning Today

Retirement Planning Today

Event Registration