Events

FSI’s 3rd Annual Client Appreciation Night is a hit!

Written May 13th, 2013 by
Categories: Blog, Events

On Friday, April 26th, we hosted our Third Annual Client Appreciation Night.  Almost 150 of our clients and their families enjoyed a night of good food, conversation and baseball as the Durham Bulls took on the Toledo Mud Hens. It was one of the most exciting Durham Bulls game in memory.  We got to witness [...]

America Saves Week

Written February 27th, 2013 by
Categories: Blog, Events

By Katie Bryan, America Saves Communications Manager. America Saves Week, February 25 – March 2, 2013, is chance for individuals to assess their own saving status and take financial action. Studies reveal that having a savings plan with specific goals can have beneficial financial effects, even for lower-income families. Here are 5 easy ways to [...]

Allison Berger, CFP®, participates in “Jump-Start Your Retirement Plan”

Written February 26th, 2013 by
Categories: Blog, Events

On Thursday, February 7th, Kiplinger teamed up with the National Association of Personal Financial Advisors (NAPFA) and the NAPFA Consumer Education Foundation to answer retirement and financial questions.  The program was called “Jump-Start Your Retirement Plan Days.” Financial Symmetry partner Allison Berger, CFP®, participated in the online chat series, in a segment focusing on “Income in [...]

3 Retirement Myths: Chad Smith, CFP® speaks at SAS event

Written October 21st, 2012 by
Categories: Blog, Events, How We See It

On October 10th, as a part of the SAS Work/Life program, FSI Partner Chad Smith spoke to employees at the SAS Campus in Cary.  The topic dealt with common Retirement Myths that are circulated by popular sources which tend to become etched in our beliefs as facts or definitive truths surrounding investing and the economy.  [...]

FSI plays in 2012 O’Berry Center Golf Tournament

Written October 16th, 2012 by
Categories: Blog, Events

2012 marks the fifth year that Financial Symmetry partners have played in (and sponsored) the O’Berry Center Foundation Golf Tournament. This year, Will Holt, CFP®, and Bill Ramsay, CFP®, participated in the Foundation’s 20th annual event on October 4, 2012. Serving 67 North Carolina counties, the O’Berry Center Foundation strives to improve the quality of [...]

FSI Faces-off at 2012 Golden on the Green

Written September 13th, 2012 by
Categories: Events

For the past seven years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green.  The tournament, which has been an annual event held at River Ridge Golf Course for the past 10 years, benefits the Neuse River Golden Retriever Rescue. This year, FSI brought 4 [...]

FSI Hosts 2nd Annual Client Appreciation Night

Written June 26th, 2012 by
Categories: Events

On Saturday, May 19th, the team at Financial Symmetry hosted their Second Annual Client Appreciation Night.  Over 100 of our clients and their families enjoyed a night of good food, conversation and baseball as the Durham Bulls took on the Charlotte Knights. Although the Bulls didn’t fair so well (very similar to last year) we [...]

FSI Participates in O’Berry Center Golf Tournament

Written October 19th, 2011 by
Categories: Events

2011 marks the fourth year that  Financial Symmetry partners have played in (and sponsored) the O’Berry Center Foundation Golf Tournament. This year, Chad Smith, CFP, and Bill Ramsay, CFP, along with two guests participated in the Foundation’s 19th annual event on October 5, 2011. Serving 67 North Carolina counties, the O’Berry Center Foundation strives to [...]

Client Appreciation Night with the Durham Bulls

Written September 7th, 2011 by
Categories: Blog, Events

On Thursday, August 4th, the team at Financial Symmetry hosted The First Annual Client Appreciation Night.  Dozens of clients enjoyed a night of burgers, beer and baseball as the Durham Bulls took on the Lehigh Valley Iron Pigs. Although the Bulls didn’t fair so well (they ended up losing 3-5), Bill, Chad, Allison, Will, Heather [...]

FSI Tees Up for Golden on the Green

Written September 1st, 2011 by
Categories: Events

For the past several years, Financial Symmetry has sponsored and participated in the charity golf tournament, Golden on the Green.  The tournament, which has been an annual event held at River Ridge Golf Course for the past 10 years, benefits the Neuse River Golden Retriever Rescue.