Pinehurst Capital Events
We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals
and visitors to attend our events.
Pinehurst Capital Upcoming Events
We hold informational events for our clients and the greater community that feature information on various financial and business related topics. We strive to keep you up-to-date on issues that matter to you, your family, and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend an event.
Medicare 101 Lunch and Learn
August, 27 2019
Bluewater Waterfront Grill
4 Marina Street
Wrightsville Beach, NC 28480
Topic: Medicare 101
Guest Speaker: Scott Heusser, Kellogg Insurance Group
Please join us for lunch at Bluewater Waterfront Grill as we explore the world of Medicare and your options to maximize on health care coverage and minimize costs in your retirement years. To RSVP, call 910-235-4140.
Tax Planning 101 Lunch and Learn
October, 10 2019
Country Club of Landfall
800 Sun Runner Place
Wilmington, NC 28405
Topic: Tax Planning 101
Guest Speaker: Mike Aversano, CPA
Join us for lunch at the Country Club of Landfall for a presentation wit Mike Aversano, CPA, to learn more about how to plan for financial freedom in your retirement years and beyond. To RSVP, call 910-235-4140.
Attend an upcoming dinner event
Retirement lifestyle is in your hands. Please allow us to present some ways you can own all your tomorrows, by attending an upcoming complimentary dinner event.
Fill out the information below to register for an upcoming dinner event.
Or you can also Call us
☎️ (910) 235-4140
Note: Your reservation for the dinner event is NOT confirmed until speaking with a Pinehurst Capital team member.
Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:
- These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
- These events are best suited for individuals with a minimum of $250,000 investable assets.
- These events are designed solely for individuals looking to obtain financial information and or advice.
- If you have attended in the last 24 months, we ask that you request to be put on our waiting list. Our policy is to give preferential seating to first time attendees.
100 Magnolia Road
Pinehurst, NC 28374
3737 Glenwood Avenue
Raleigh, NC 27612
1213 Culbreth Drive
Wilmington, NC 28405
We are an independent financial services firm helping families create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Pinehurst Capital and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Pinehurst Capital, Inc. is a Registered Investment Advisor in the state of North Carolina. The presence of this website shall in no way be construed or interpreted as a solicitation to sell, or offer to sell, investment advisory services to any residents of any state other than the state of North Carolina or where otherwise legally permitted.