Events

Annual Client Appreciation Pie Giveaway!!

Click the Title for More Details! Come grab a pie on us!! Be sure to comment which kind you would like: apple, pumpkin or pecan! Please register by NOVEMBER 16TH *This event is for clients only

“SAVVY GENERATIONAL PLANNING: Why Estate Planning? Why Now?” with guest speaker Andy Blair, estate planning attorney with Poyner Spruill

Click the Title for More Details! 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...

“Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages.”

Long-Term Care planning is a complex process. The decisions clients make now can have a tremendous impact on their overall financial plans. Everyone that attends will receive a copy of our Long-Term Care Planning Options Card! It’s packed with information in a clear, easy-to-comprehend format. It lays out different ways to pay for long-term care and considerations to take in for each option.

Shred Day 2023!!

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 again this year. As always, we are committed to protecting your privacy and providing you with helpful and convenient service!

Durham Bulls Client Appreciation Event

*This event is for adults and by invitation only

Medicare Lunch and Learn

Join us for a medicare lunch and learn presented by WillowTrust Wealth Management's Jim Nowak and Rondi Goodman with Triangle Medicare Group! Lunch will be provided.

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 2023 and discuss proactive strategies moving forward. Bring a friend! This event is for our clients and their guests.

LPL Focus 2023

WillowTrust Wealth Management will attend the LPL Financial Focus 2023 conference, one of the financial advice industry's premier events and the largest annual conference hosted by LPL. Attending LPL's Focus conference allows us to network and hear from some of the brightest advisors and experts in the industry on relevant challenges and opportunities facing financial services today. We look forward to returning this experience to our practice to provide further value to our clients.

Social Security Webinar

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!

Social Security Lunch and Learn

Please join us at the North Carolina Museum of Art for our Social Security lunch and learn presented by WillowTrusts Jim Nowak! This will be an informative event! Bring a friend! This event is for our clients and their guests.

Changing the Face of Retirement Webinar

In this presentation, we will discuss how retirement is changing, and why many of us need to adjust our retirement planning strategies.  A key piece of that involves reviewing the structure of both Social Security and Medicare, as well as the challenges they face and how they might be improved.  We’ll also review important options to consider, such as Medigap insurance and Medicare HMOs, as well as other effective strategies to help you plan for your medical and financial needs during retirement. These steps can help you be more financially prepared because you won’t want to rely completely on Social Security and Medicare.

Tax Update 2023 Webinar

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

Tax Update 2023 Lunch and Learn

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

State of the Markets 2023

Please join us for a comprehensive review of market activity in 2022; and a look at what may happen in 2023. As always, your friends and family are welcome to attend.

Equity Market Update and Year-End Proactive Tax Planning for 2022 Lunch and Learn

Join us at the North Carolina Museum of Art for a Year End Tax lunch and learn presented by WillowTrust's Jim Nowak. Lunch will be provided.

Annual Client Appreciation Pie Giveaway!!

*This event is for clients only

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...

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.

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.

LPL Financial Focus 2022

WillowTrust Wealth Management will attend the LPL Financial's Focus 2022 conference, one of the financial advice industry's premier events and the largest annual conference hosted by LPL. Attending LPL's Focus conference allows us to network and hear from some of the brightest advisors and experts in the industry on relevant challenges and opportunities facing financial services today. We are looking forward to taking this experience back to our practice to provide further value to our clients.

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!

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.

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!

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.

Tax Update 2022

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

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!

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.

Year End Tax Seminar

Year End Tax Seminar

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.

Identity Theft Presentation

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.

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!

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.

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!

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!

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!

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!

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.

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.

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.

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.

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!

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!

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!

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!

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!

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

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

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.

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!

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!

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.

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.

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.

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.

Retirement Workshop

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!

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!

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!

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.

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.

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. 

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.

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!

State of the Markets

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

Retirement Planning Today

Retirement Planning Today