Thank you to our Gold Partners...

Upcoming events

Menu
Log in

Upcoming events

    • Tuesday, April 07, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Tuesday, April 21, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    *PAST-PRESIDENTS PICTURE PRIOR TO PRESENTATION*

    1 Hour of NC CLE, CIE, CPE, and CFP will be applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Past Presidents Picture
    8:15 am Presentation
    9:15 am CE Ends

    We are excited to invite all past presidents of the FSA Council to join us for a special group photo at our upcoming meeting. This is a great way to recognize the leadership and legacy that have shaped our organization over the years. 

    Title- Long-Term Care Without the Long-Term Crisis: What Financial & Legal Professionals Need to Know

    Abstract- 

    When a client enters a long-term care setting, whether at home or in a senior community setting, their families & advisors often assume the hard work is done. But for many families, that's precisely when the real challenges begin.

    This session goes beyond the basics of long-term care settings and costs to examine what actually goes wrong and why. From oversight failures and financial exploitation to legal exposure, care contract pitfalls, and estate plans derailed by escalating care costs, attendees will gain a frank, practitioner-level view of the risks hiding inside even well-constructed care arrangements across every setting.

    Drawing on direct experience in both healthcare administration and owning a regional caregiver service, presenter Jeremy Deaver will equip financial advisors, CPAs, and estate attorneys with the frameworks and tools needed to anticipate problems before they become crises and better protect clients at one of the most vulnerable stages of their lives.

    Speaker- Jeremy Deaver

    Jeremy Deaver is a healthcare executive, entrepreneur, and owner of Hallmark Homecare, which is a caregiver concierge service for seniors here in the Triad.

    Prior to launching Hallmark Homecare in 2023, Jeremy spent 13 years as an executive at Cone Health, where he helped build and run one of the top neuroscience programs in North Carolina. He also provided administrative leadership in the areas of critical care, GI, pulmonology, nephrology, and infectious disease.

    Jeremy earned his undergraduate degree in Accounting from NC State University and his MBA in Healthcare Administration from the University of North Texas. He has been recognized as a Top 40 Leader Under 40 by the Triad Business Journal and was part of the 2019 class of Leadership Greensboro.

    In the community, Jeremy is currently serving as Board Chair for the Family Support Network of Central Carolina and is a regional leader for his church. Before beginning his undergraduate studies, he spent several years as a service missionary in Madagascar.

    Jeremy is married to Stephanie Deaver, who is a licensed clinical social worker and therapist. Together, they are the proud parents of four children between the ages of 10-14.

    • Thursday, April 23, 2026
    • 8:00 AM - 9:00 AM
    • Teams Meeting
    Register
    April topic coming soon.


    Teams Meeting Link

    • Thursday, April 30, 2026
    • 12:00 PM - 1:00 PM
    • TBD
    Register

    Lunch with Bernie is a casual, come-as-you-are gathering with our President, Bernie. Join us at noon on the last Thursday of every month for good conversation, connection, and a chance to get to know fellow professionals in a relaxed setting. All are welcome—members, guests, and first-timers alike. Lunch is Dutch-pay, and the conversation is always worth it.


    • Tuesday, May 05, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Thursday, May 07, 2026
    • 8:00 AM - 9:30 AM
    • Elderlaw Firm
    Register

    Our board meets at 8:00 AM on the first Thursday of every other month at the Elderlaw Firm.

    If you’re unable to attend in person, you’re welcome to join us via Teams using the link below.

    TEAMS LINK

    • Wednesday, May 13, 2026
    • 10:30 AM - 12:00 PM
    • TBD
    Register

    Let’s reconnect, one call (and one meal) at a time.

    Join us from 10:30 AM to 12:00 PM for a fun and meaningful way to reconnect with former FSA Council members. We’ll provide the lunch and the script—you just bring your phone and your appetite! Help us grow the Council by making a few friendly calls and inviting expired members back into the fold. Every call counts, and so does every bite!

    • Tuesday, May 19, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    NC CLE, CIE, CPE, and CFP will be applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Presentation
    9:00 am CE Ends

    Title- Coming Soon

    Abstract- Coming Soon

    Speaker- Coming Soon

    • Thursday, May 28, 2026
    • 12:00 PM - 1:00 PM
    • TBD
    Register

    Lunch with Bernie is a casual, come-as-you-are gathering with our President, Bernie. Join us at noon on the last Thursday of every month for good conversation, connection, and a chance to get to know fellow professionals in a relaxed setting. All are welcome—members, guests, and first-timers alike. Lunch is Dutch-pay, and the conversation is always worth it.


    • Tuesday, June 02, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Tuesday, June 16, 2026
    • 5:00 PM - 8:00 PM
    • Steel Hands Brewing, 1918 W Gate City Blvd, Greensboro, NC 27403
    Register

    Kick off summer with the FSA Council at one of our favorite events of the year! Join us on Tuesday, June 16th at 5:00 p.m. for our Summer Social at Steel Hands Brewery. We’ve packed the place in past years—and we plan to do it again! Enjoy a relaxed evening with fellow members over pizza and your first drink (on us!), with additional food and beverages available for purchase. [Click here to view the menu.]

    Feel free to invite a colleague who meets our membership criteria—we’d love to welcome them as your guest!

    • Thursday, June 25, 2026
    • 12:00 PM - 1:00 PM
    • TBD
    Register

    Lunch with Bernie is a casual, come-as-you-are gathering with our President, Bernie. Join us at noon on the last Thursday of every month for good conversation, connection, and a chance to get to know fellow professionals in a relaxed setting. All are welcome—members, guests, and first-timers alike. Lunch is Dutch-pay, and the conversation is always worth it.


    • Tuesday, July 07, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Tuesday, July 21, 2026
    • 3:30 PM - 7:00 PM
    • The Terrace
    Register

    Applied for a 1-hour course: NC CIE, CPE, CFP.  There will be no CLE this hour.  Attorneys, please join us at 5:00 PM for happy hour! 

    3:30 pm Door Open
    3:45 pm Announcements
    4:00 pm Presentation
    5:00 pm CE Ends, Happy Hour Begins!

    Abstract:  A discussion focused on the current economic and investment environment, with perspectives on both the near term and the remainder of the decade. The session will incorporate principles of value and growth investing within a framework for analyzing major market-driving factors such as inflation, employment, and market valuations.

     

    Speaker: TBD


    • Tuesday, August 04, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Tuesday, September 01, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Tuesday, September 15, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    NC CLE, CIE, CPE, and CFP will be applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Presentation
    9:00 am CE Ends

    Title- Coming Soon

    Abstract- Coming Soon

    Speaker- Coming Soon

    • Tuesday, October 06, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Tuesday, October 20, 2026
    • 7:30 AM - 2:00 PM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403

    Info coming soon!

    • Tuesday, November 17, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    NC CLE, CIE, CPE, and CFP will be applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Presentation
    9:00 am CE Ends

    Title- Coming Soon

    Abstract- Coming Soon

    Speaker- Coming Soon

    • Tuesday, December 15, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    NC CLE, CIE, CPE, and CFP will be applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Presentation
    9:00 am CE Ends

    Title- Coming Soon

    Abstract- Coming Soon

    Speaker- Coming Soon

Past events

Thursday, March 26, 2026 March Idea Exchange: Unreasonable Hospitality
Tuesday, March 17, 2026 Women & Wealth: Planning Strategies for Today’s Female Clients
Thursday, March 05, 2026 March FSA Council Board Meeting
Tuesday, March 03, 2026 FSA Council 2026 Pro Day Planning Meeting
Thursday, February 26, 2026 Lunch with Bernie
Thursday, February 26, 2026 The Coddling of the American Mind: How Good Intentions and Bad Ideas Are Setting Up a Generation for Failure
Tuesday, February 17, 2026 Uncharted Waters: How the Singularity Turns Economics and Investing Upside Down
Wednesday, February 11, 2026 February Lunch Lines: The Comeback Call
Tuesday, February 03, 2026 FSA Council 2026 Pro Day Planning Meeting
Thursday, January 22, 2026 Essentialism: The Disciplined Pursuit of Less
Tuesday, January 20, 2026 One Big Beautiful Bill Act, LOCATION CHANGE!
Monday, January 19, 2026 FSA Council 2026 Pro Day Planning Meeting
Thursday, January 08, 2026 January FSA Council Board Meeting- NOTE THE DATE CHANGE
Tuesday, January 06, 2026 FSA Council 2026 Pro Day Planning Meeting
Tuesday, December 16, 2025 Today's Real-World Ethics and Holiday Social
Thursday, November 20, 2025 Chop Wood, Carry Water: How to Fall in Love with the Process of Becoming Great
Tuesday, November 18, 2025 Trademarks, Technology, and Tomorrow: Protecting Brand Identity (and Clients) in the Age of AI
Wednesday, November 12, 2025 Event cancelled. November Lunch Lines: The Comeback Call! Telethon at Bicentennial Gardens
Thursday, November 06, 2025 FSA Council Board Meeting
Thursday, October 23, 2025 October Idea Exchange: Barking Up the Wrong Tree
Tuesday, October 21, 2025 FSA Council Professional Day- Planning for the Silver Tsunami
Wednesday, October 08, 2025 October Lunch Lines: The Comeback Call
Tuesday, October 07, 2025 FSA Council Pro Day Meeting
Thursday, September 25, 2025 Idea Exchange- The Enneagram at Work and Home, A Framework for Growth
Tuesday, September 16, 2025 Tax Planning Tools in Investment Execution and Practical Strategies to Enhance Client Service and Strengthen Relationships
Thursday, September 04, 2025 FSA Council Board Meeting
Tuesday, September 02, 2025 FSA Council Pro Day Meeting
Thursday, August 28, 2025 Idea Exchange- Life Hacks
Wednesday, August 20, 2025 Lunch Lines: The Comeback Call
Tuesday, August 19, 2025 FSA Council Pro Day Meeting
Tuesday, August 19, 2025 Connect. Learn. Lead. Leveraging Your Membership
Thursday, July 24, 2025 Idea Exchange- Team Performance Tools
Tuesday, July 15, 2025 Market Insights: What's Ahead for the Rest of 2025 and our Social
Tuesday, July 01, 2025 FSA Council Pro Day Meeting
Thursday, June 26, 2025 Idea Exchange- Traction by Gino Wickman
Tuesday, June 17, 2025 FSA Council Social
Tuesday, June 03, 2025 FSA Council Pro Day Meeting
Thursday, May 22, 2025 Council Idea Exchange: Never Lose a Customer Again & Never Lose an Employee Again by Joey Coleman
Tuesday, May 20, 2025 Captive Solutions: Advantages for Coverage and Tax Needs
Tuesday, May 06, 2025 FSA Council Pro Day Meeting
Thursday, April 24, 2025 From Pitfalls to Perfection, Ensuring Success in Estate Planning and Beneficiary Designations- Note the Date Change!
Thursday, March 27, 2025 Council Idea Exchange: Portfolio Life Planning
Tuesday, March 18, 2025 Navigating Long-Term Care Options
Thursday, February 27, 2025 Council Idea Exchange: Eat that Frog!
Tuesday, February 18, 2025 ESG – The Good, The Bad, The Ugly – And Then Some
Thursday, January 23, 2025 Council Idea Exchange: Simplify and Thrive
Tuesday, January 21, 2025 From Protection to Prosperity: Fiduciary Strategies for Complex Client Needs
Powered by Wild Apricot Membership Software