Enhance Today | Enrich Tomorrow
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…
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…
One of our favorite events every year is the O’berry Center Foundation Golf Tournament. Serving 67 North Carolina counties, the O’Berry Center Foundation strives to improve the quality of life for persons with developmental disabilities. The foundation was founded in 1990,…
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…
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…
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 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…
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…
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…
Financial Symmetry Supports Local Golden Retriever Rescue Charity
