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Upcoming events

    • Tuesday, July 28, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Join us at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Thursday, July 30, 2026
    • 12:00 PM - 1:00 PM
    • Lemon Restaurant
    Register

    Lunch with Bernie is a casual, come-as-you-are gathering with our President, Bernie. Join us at noon on the last Thursday of every month for good conversation, connection, and a chance to get to know fellow professionals in a relaxed setting. All are welcome—members, guests, and first-timers alike. Lunch is Dutch-pay, and the conversation is always worth it.


    • Tuesday, August 04, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Tuesday, August 11, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Join us at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Tuesday, August 18, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    NC CLE, CIE, CPE, and CFP will be applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Presentation
    9:00 am CE Ends

    Title- Coming Soon

    Abstract- Coming Soon

    Speaker- Coming Soon

    • Thursday, August 20, 2026
    • 8:00 AM - 9:00 AM
    • Teams Meeting
    Register

    Join us for our next Idea Exchange as we dive into The Life of Chuck — Stephen King's poignant novella (and Mike Flanagan's award-winning film adaptation) that unfolds a man's entire life in reverse, from a strange and beautiful apocalypse back to the quiet moments that made him who he was. We'll explore its meditation on mortality, memory, and the idea that every person contains a universe of their own. Come having watched the film or read the book (or both!), ready to share your reactions and unpack what this story has to say about how we measure a life. All are welcome — no prior experience with King or Flanagan required, just curiosity and an open mind.

    The Life of Chuck- Amazon

    Teams Meeting Link

    • Tuesday, September 01, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Thursday, September 03, 2026
    • 8:00 AM - 9:30 AM
    • Elderlaw Firm
    Register

    Our board meets at 8:00 AM on the first Thursday of every other month at the Elderlaw Firm.

    If you’re unable to attend in person, you’re welcome to join us via Teams using the link below.

    TEAMS LINK

    • Tuesday, September 22, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    NC CLE, CIE, CPE, and CFP will be applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Presentation
    9:00 am CE Ends

    Title- Coming Soon

    Abstract- Coming Soon

    Speaker- Coming Soon

    • Tuesday, October 06, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Tuesday, October 20, 2026
    • 7:30 AM - 2:00 PM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403

    Info coming soon!

    • Tuesday, November 17, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    NC CLE, CIE, CPE, and CFP will be applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Presentation
    9:00 am CE Ends

    Title- Coming Soon

    Abstract- Coming Soon

    Speaker- Coming Soon

    • Tuesday, December 15, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    NC CLE, CIE, CPE, and CFP will be applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Presentation
    9:00 am CE Ends

    Title- Coming Soon

    Abstract- Coming Soon

    Speaker- Coming Soon

Past events

Thursday, July 23, 2026 July Idea Exchange:The Gap and The Gain
Tuesday, July 21, 2026 Market Insights: What's Ahead for the Rest of 2026 and our Social
Tuesday, July 14, 2026 FSA Council 2026 Pro Day Planning Meeting
Thursday, July 09, 2026 July FSA Council Board Retreat
Tuesday, July 07, 2026 FSA Council 2026 Pro Day Planning Meeting
Thursday, June 25, 2026 Lunch with Bernie
Thursday, June 25, 2026 June Idea Exchange:Your Life in Weeks- Making Time Count
Tuesday, June 16, 2026 FSA Council Social
Thursday, June 04, 2026 Council Financial Review & Strategic Planning Session
Tuesday, June 02, 2026 FSA Council 2026 Pro Day Planning Meeting
Thursday, May 28, 2026 May Idea Exchange: From Strength to Strength
Tuesday, May 19, 2026 Understanding Homeowners Insurance
Wednesday, May 13, 2026 May Lunch Lines: The Comeback Call
Thursday, May 07, 2026 May FSA Council Board Meeting
Tuesday, May 05, 2026 FSA Council 2026 Pro Day Planning Meeting
Thursday, April 23, 2026 April Idea Exchange: Die with Zero
Tuesday, April 21, 2026 FSA Council 2026 Pro Day Planning Meeting
Tuesday, April 21, 2026 Market Insights: What's Ahead for the Rest of 2026 and our Social
Tuesday, April 21, 2026 Long-Term Care Without the Long-Term Crisis: What Financial & Legal Professionals Need to Know
Thursday, March 26, 2026 March Idea Exchange: Unreasonable Hospitality
Tuesday, March 17, 2026 Women & Wealth: Planning Strategies for Today’s Female Clients
Thursday, March 05, 2026 March FSA Council Board Meeting
Tuesday, March 03, 2026 FSA Council 2026 Pro Day Planning Meeting
Thursday, February 26, 2026 Lunch with Bernie
Thursday, February 26, 2026 The Coddling of the American Mind: How Good Intentions and Bad Ideas Are Setting Up a Generation for Failure
Tuesday, February 17, 2026 Uncharted Waters: How the Singularity Turns Economics and Investing Upside Down
Wednesday, February 11, 2026 February Lunch Lines: The Comeback Call
Tuesday, February 03, 2026 FSA Council 2026 Pro Day Planning Meeting
Thursday, January 22, 2026 Essentialism: The Disciplined Pursuit of Less
Tuesday, January 20, 2026 One Big Beautiful Bill Act, LOCATION CHANGE!
Monday, January 19, 2026 FSA Council 2026 Pro Day Planning Meeting
Thursday, January 08, 2026 January FSA Council Board Meeting- NOTE THE DATE CHANGE
Tuesday, January 06, 2026 FSA Council 2026 Pro Day Planning Meeting
Tuesday, December 16, 2025 Today's Real-World Ethics and Holiday Social
Thursday, November 20, 2025 Chop Wood, Carry Water: How to Fall in Love with the Process of Becoming Great
Tuesday, November 18, 2025 Trademarks, Technology, and Tomorrow: Protecting Brand Identity (and Clients) in the Age of AI
Wednesday, November 12, 2025 Event cancelled. November Lunch Lines: The Comeback Call! Telethon at Bicentennial Gardens
Thursday, November 06, 2025 FSA Council Board Meeting
Thursday, October 23, 2025 October Idea Exchange: Barking Up the Wrong Tree
Tuesday, October 21, 2025 FSA Council Professional Day- Planning for the Silver Tsunami
Wednesday, October 08, 2025 October Lunch Lines: The Comeback Call
Tuesday, October 07, 2025 FSA Council Pro Day Meeting
Thursday, September 25, 2025 Idea Exchange- The Enneagram at Work and Home, A Framework for Growth
Tuesday, September 16, 2025 Tax Planning Tools in Investment Execution and Practical Strategies to Enhance Client Service and Strengthen Relationships
Thursday, September 04, 2025 FSA Council Board Meeting
Tuesday, September 02, 2025 FSA Council Pro Day Meeting
Thursday, August 28, 2025 Idea Exchange- Life Hacks
Wednesday, August 20, 2025 Lunch Lines: The Comeback Call
Tuesday, August 19, 2025 FSA Council Pro Day Meeting
Tuesday, August 19, 2025 Connect. Learn. Lead. Leveraging Your Membership
Thursday, July 24, 2025 Idea Exchange- Team Performance Tools
Tuesday, July 15, 2025 Market Insights: What's Ahead for the Rest of 2025 and our Social
Tuesday, July 01, 2025 FSA Council Pro Day Meeting
Thursday, June 26, 2025 Idea Exchange- Traction by Gino Wickman
Tuesday, June 17, 2025 FSA Council Social
Tuesday, June 03, 2025 FSA Council Pro Day Meeting
Thursday, May 22, 2025 Council Idea Exchange: Never Lose a Customer Again & Never Lose an Employee Again by Joey Coleman
Tuesday, May 20, 2025 Captive Solutions: Advantages for Coverage and Tax Needs
Tuesday, May 06, 2025 FSA Council Pro Day Meeting
Thursday, April 24, 2025 From Pitfalls to Perfection, Ensuring Success in Estate Planning and Beneficiary Designations- Note the Date Change!
Thursday, March 27, 2025 Council Idea Exchange: Portfolio Life Planning
Tuesday, March 18, 2025 Navigating Long-Term Care Options
Thursday, February 27, 2025 Council Idea Exchange: Eat that Frog!
Tuesday, February 18, 2025 ESG – The Good, The Bad, The Ugly – And Then Some
Thursday, January 23, 2025 Council Idea Exchange: Simplify and Thrive
Tuesday, January 21, 2025 From Protection to Prosperity: Fiduciary Strategies for Complex Client Needs
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