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Thursday, November 06, 2025
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2025 Annual Symposium
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Thursday, October 16, 2025
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October Coffee & Conversation (Virtual)
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Wednesday, October 15, 2025
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October 15 Lunch & Learn - Charleston
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Wednesday, September 17, 2025
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September 17 - Lunch & Learn - Impact Investing with Transferable State and Federal Tax Credits: Background, Mechanics, & Benefits
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Tuesday, August 26, 2025
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FPA SC Leadership Informational Session
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Thursday, August 14, 2025
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Coffee & Conversation (Virtual)
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Wednesday, July 16, 2025
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July 16 Lunch & Learn - Charleston - Market Timing
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Wednesday, June 18, 2025
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June 18 - Lunch & Learn - 351 Funds - A Great Tool for Helping Clients with Tax Issues
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Tuesday, May 20, 2025
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May 20 Lunch & Learn - Where can Indexes - and Factors - Fall Short?
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Wednesday, April 16, 2025
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April 16 Lunch & Learn - Charleston - Planning Strategies for RIAs Using Advisory Annuities
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Wednesday, March 26, 2025
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March 26 Lunch & Learn - Long Term Prospectives and Markets, and the Rise of the Tax Alpha Advisor
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Wednesday, March 12, 2025
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March 12 Lunch & Learn - Bluffton - Secure 2.0 Act: Where We Are Now and What's to Come
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Wednesday, February 19, 2025
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February 19 Lunch & Learn - Columbia - 2025 Outlook and Positioning
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Wednesday, December 11, 2024
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The Economic Impact of the Recent Election - December 11 Lunch & Learn - Greenville
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Wednesday, November 13, 2024
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November 13 Lunch & Learn - Columbia
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Tuesday, October 15, 2024
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October 15 Lunch & Learn - Charleston
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Tuesday, October 01, 2024
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FPA South Carolina Annual Symposium
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Monday, September 30, 2024
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FPA South Carolina Symposium Networking Reception
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Wednesday, September 18, 2024
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September 18 Lunch & Learn - Portfolio Insights and Positioning
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Wednesday, August 21, 2024
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August 21 Lunch & Learn
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Wednesday, July 17, 2024
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July 17 Lunch & Learn
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Wednesday, June 12, 2024
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June 12 Lunch & Learn
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Wednesday, May 15, 2024
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FPA SC HAPPY HOUR
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Wednesday, April 17, 2024
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April 17 Lunch & Learn
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Tuesday, April 09, 2024
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The ROI of College - How to Think About The Value of College
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Wednesday, March 20, 2024
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March 20 Lunch & Learn
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Wednesday, February 21, 2024
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February 21 Lunch & Learn - 2024 Economic Outlook and Investing During an Election Year
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Wednesday, December 06, 2023
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December 6 Lunch & Learn
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Tuesday, October 17, 2023
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October 17 Lunch & Learn
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