Upcoming Events
Clients of Haines Financial, LLC will be invited to client events. If you are not a client and would like more information on an upcoming event you can either call 910.679.4370 or email k.walsh@lpl.com. To view the event invitation, click on the event title below.
| Event Name | Date / Time |
|---|---|
|
Wealth Management - Journey of Endless Excursions
John Lennon once said "Life happens when you're busy making plans." Adapting a plan as time goes on is just as important as developing the initial plan. Join us as we explore what wealth management is, who needs it and our process. We'll begin the journey and present the ports of call in developing your personal wealth plan. |
Feb 16, 2012 6pm - 8pm |
|
Educational Series Part 1 - Cash Flow/Budget
|
Feb 28, 2012 6pm - 8pm |
|
Educational Series Part 3 - Annuities - Tentative
Date Subject to Change and Time TBD |
Mar 6, 2012 12pm - 12pm |
|
Educational Series Part 2 - Investments - Tentative
Date Subject to Change and Time TBD |
Mar 13, 2012 12pm - 12pm |
|
Educational Series Part 4 - Medicare & Social Security- Tentative
Date Subject to Change and Time TBD |
Mar 20, 2012 12pm - 12pm |
|
Educational Series Part 5 - Estate Planning - Tentative
Date Subject to Change and Date TBD |
Mar 27, 2012 12pm - 12pm |
|
Cigar Tasting/Golf For the Men - Tentative
Date Subject to Change and Time TBD |
May 3, 2012 12pm - 12pm |
|
Cooking Class - For the Ladies - Tentative
Date Subject to Change and Time TBD |
May 3, 2012 12pm - 12pm |
|
Cook-out and Mid-Year Review - Tentative
Date Subject to Change and Time TBD |
Jun 7, 2012 12pm - 12pm |
|
Wealth Management 101 - Tentative
Date Subject to Change and Time TBD |
Aug 7, 2012 12pm - 12pm |
|
2nd Educational Series - Tentative (Weekly on Tuesdays)
Dates Subject to Change and Times TBD |
Aug 21, 2012 12pm - Sep 25, 2012 12pm |
|
Client Appreciation Event
Date Subject to Change and Time TBD |
Oct 25, 2012 12pm - 12pm |
Haines Financial, LLC
1427 Military Cutoff Road | Suite 202 | Wilmington NC 28403 | 910.679.4370
315 South Evans Street | Suite 1A | Greenville NC 27858 | 855.399.7155