2024 Personal Finance Conference

As an extension of our past Client Appreciation Night, we have created a complimentary personal finance conference for our clients. This one day event will cover a variety of topics related to expanding your ability to manage your finances and investments.

This year’s conference will be held in Winston-Salem, NC on May 10th, 2024 at the Brookstown Inn. The conference will culminate in a reception that evening. You may choose to attend either the conference, the reception, or both.

A schedule of events is included below as well as a link for you to RSVP.

Please note that this conference is only available to current clients of the firm. The goal of the conference is education and empowerment and in that light all speakers will either be from SFA or have been hand selected with a requirement of not using their speaking time as a sales pitch.

We look forward to seeing you in May!

RSVP here by April 19th

Travel and Room Reservations

We have a room block reserved at the Brookstown Inn for those looking to stay overnight.

We recommend flying into Greensboro, NC (30 minutes from venue) or Charlotte, NC (1 hour).

Conference Schedule

8:00 am – 8:30 am: Registration and Networking

8:30 am – 8:45 am: Welcome and Opening Remarks

8:45 am – 9:45 am: Real Estate Investing: Building Wealth through Strategic Property Management

9:45 am – 10:00 am: Morning Break and Refreshments

10:00 am – 11:00 am: Data Protection and Privacy

11:00 am – 12:00 pm: Navigating the World of Trusts: Protecting Your Assets and Legacy

12:00 pm – 1:30 pm: Lunch

1:30 pm – 2:30 pm: Tax-Efficient Investing Strategies for Retirement and Wealth Preservation

2:30 pm – 3:30 pm: Market Outlook and Financial Planning Strategies for 2024

3:30 pm – 5:30 pm: Afternoon Break

5:30 pm – 7:00 pm: Reception and Networking

Slides

Trust and Estate Planning Slides

2024 SFA Personal Finance Slides

Until next year….2025 in Charleston