Events

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, Company News, 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.

Let’s Make A Plan…

Written May 10th, 2011 by
Categories: Events

Have you seen the new CFP® TV commercial yet (take a look here)? Pretty Interesting.  The commercial is currently airing on stations that include History Channel, Travel Channel, HGTV, ESPN, MSNBC, CNN and Fox News. The CFP Board, who issues the CFP® designation, is making a new effort to help define what being a CERTIFIED [...]

FSI Gives Back

Written September 10th, 2010 by
Categories: Events

Financial Symmetry Supports Local Golden Retriever Rescue Charity

Allison Berger & Chad Smith Speak at NCSU Personal Finance Club

Written October 23rd, 2009 by
Categories: Company News, Events

On Tuesday, September 15th, Allison Berger, CFP® and Chad Smith, CFP®, both partners at Financial Symmetry, Inc., returned to their alma mater to speak to NC State’s Personal Finance Club, which is based in the College of Management. The club was created for students who are interested in careers in financial planning, who want to [...]

“Your Money Clinic” Opens Doors to Public on Saturday, Sept. 19

Written August 28th, 2009 by
Categories: Company News, Events

The recent economic turmoil has left many people with hard-to-answer questions. That’s why local professionals have combined their efforts to give back to the public through the “Your Money Clinic” scheduled for Saturday, Sept. 19th from 9 a.m. – 12 p.m.