Financial Service Advisors Council upcoming events

Long-Term Care Without the Long-Term Crisis: What Financial & Legal Professionals Need to Know (Tuesday, April 21, 2026)

Tue, 21 Apr 2026 11:30:00 GMT

*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 on the board 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 11-15.

FSA Council 2026 Pro Day Planning Meeting (Tuesday, April 21, 2026)

Tue, 21 Apr 2026 20:30:00 GMT

Pro Day Planning Meeting – NEW DATE! April date is Tuesday, April 21st , at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

April Idea Exchange: Die with Zero (Thursday, April 23, 2026)

Thu, 23 Apr 2026 12:00:00 GMT

Join us for our next Idea Exchange as we discuss Die with Zero by Bill Perkins—a thought-provoking book that challenges traditional ideas around saving, spending, and living a meaningful life.

Rather than focusing solely on accumulating wealth, Die with Zero encourages readers to maximize life experiences, be intentional with their time and money, and create lasting memories while they can fully enjoy them. It’s a fresh perspective that’s especially relevant for financial professionals guiding clients through life and legacy planning.

Come ready for a great conversation, practical takeaways, and new perspectives.

Bring a friend—this event is free and open to all!

Grab your book here.

Teams Meeting Link

FSA Council 2026 Pro Day Planning Meeting (Tuesday, May 05, 2026)

Tue, 05 May 2026 20:30:00 GMT

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.

May FSA Council Board Meeting (Thursday, May 07, 2026)

Thu, 07 May 2026 12:00:00 GMT

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

May Lunch Lines: The Comeback Call (Wednesday, May 13, 2026)

Wed, 13 May 2026 14:30:00 GMT

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!

May Membership Meeting- Topic TBD (Tuesday, May 19, 2026)

Tue, 19 May 2026 11:30:00 GMT

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

Lunch with Bernie (Thursday, May 28, 2026)

Thu, 28 May 2026 16:00:00 GMT

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.

FSA Council 2026 Pro Day Planning Meeting (Tuesday, June 02, 2026)

Tue, 02 Jun 2026 20:30:00 GMT

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.

FSA Council Social (Tuesday, June 16, 2026)

Tue, 16 Jun 2026 21:00:00 GMT

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!

Lunch with Bernie (Thursday, June 25, 2026)

Thu, 25 Jun 2026 16:00:00 GMT

FSA Council 2026 Pro Day Planning Meeting (Tuesday, July 07, 2026)

Tue, 07 Jul 2026 20:30:00 GMT

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.

Market Insights: What's Ahead for the Rest of 2026 and our Social (Tuesday, July 21, 2026)

Tue, 21 Jul 2026 19:30:00 GMT

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

FSA Council 2026 Pro Day Planning Meeting (Tuesday, August 04, 2026)

Tue, 04 Aug 2026 20:30:00 GMT

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.

FSA Council 2026 Pro Day Planning Meeting (Tuesday, September 01, 2026)

Tue, 01 Sep 2026 20:30:00 GMT

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.

September Membership Meeting- Topic TBD (Tuesday, September 15, 2026)

Tue, 15 Sep 2026 11:30:00 GMT

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

FSA Council 2026 Pro Day Planning Meeting (Tuesday, October 06, 2026)

Tue, 06 Oct 2026 20:30:00 GMT

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.

2026 FSA Council Professional Day- (Tuesday, October 20, 2026)

Tue, 20 Oct 2026 11:30:00 GMT

Info coming soon!

November Membership Meeting- Topic TBD (Tuesday, November 17, 2026)

Tue, 17 Nov 2026 12:30:00 GMT

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

December Membership Meeting- Topic TBD (Tuesday, December 15, 2026)

Tue, 15 Dec 2026 12:30:00 GMT

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