Events

Allison Berger, CFP®, participates in “Jump-Start Your Retirement Plan”

02/26/2013

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…

3 Retirement Myths: Chad Smith, CFP® speaks at SAS event

10/21/2012

Chad Smith

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…

FSI plays in 2012 O’Berry Center Golf Tournament

10/16/2012

Heather Gudac

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…

FSI Faces-off at 2012 Golden on the Green

09/13/2012

Heather Gudac

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…

FSI Hosts 2nd Annual Client Appreciation Night

06/26/2012

Heather Gudac

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,…

FSI Participates in O’Berry Center Golf Tournament

10/19/2011

Heather Gudac

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…

Client Appreciation Night with the Durham Bulls

09/07/2011

Heather Gudac

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…

FSI Tees Up for Golden on the Green

09/01/2011

Heather Gudac

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…

Let’s Make A Plan…

05/10/2011

Chad Smith

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,…

FSI Gives Back

09/10/2010

Heather Gudac

Financial Symmetry Supports Local Golden Retriever Rescue Charity

Events

Allison Berger, CFP®, participates in “Jump-Start Your Retirement Plan”

3 Retirement Myths: Chad Smith, CFP® speaks at SAS event

FSI plays in 2012 O’Berry Center Golf Tournament

FSI Faces-off at 2012 Golden on the Green

FSI Hosts 2nd Annual Client Appreciation Night

FSI Participates in O’Berry Center Golf Tournament

Client Appreciation Night with the Durham Bulls

FSI Tees Up for Golden on the Green

Let’s Make A Plan…

FSI Gives Back

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