Broker Check
08 Dec
Equity Market Update and Year-End Proactive Tax Planning for 2022 Lunch and Learn


A “Proactive” approach to your financial and tax planning instead of a “Reactive” approach can produce better results!

Please join us at the North Carolina Museum of Art for a Year End Tax lunch and learn presented by WillowTrusts Jim Nowak!

This will be an informative event as we discuss potential year-end strategies that could help investors minimize taxes and solidify their overall financial planning.

Bring a friend! This event is for our clients and their guests.

Seating is limited! Please RSVP by 12/4/2022. If you have any allergies or dietary restrictions please include it in the message section of the registration page so we can let the caterer know.

We are unable to add meals or make changes less than 72 hours before the event.


Date and Time

Thu, Dec 08, 2022

11:45a - 1:00p EST


The North Carolina Museum of Art's Distance Education Center

2110 Blue Ridge Road
Raleigh , NC 27607


Take a left when you enter the main entrance. The drive will circle to the back, where you can park. There are lots of handicap spaces here as well if needed. You will then come to the East Building (brick building) and then to C Level (bottom floor). The front desk and security can help direct. Elevators are located on the right towards the back of the building. They do have security located on each floor and they will be happy to assist in directing guests.

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Event Registration