Events
Upcoming Events
October 13, 2026
6:00p - 7:00p
Webinar
Navigating Health Care in Retirement Webinar
9013760.1 10/16/2026
October 17, 2026
4:00p - 7:00p
Consolidated Planning- Parking Lot
Fall Jazz Fest
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 6115 Park South Dr., Suite 200, Charlotte, NC 28210. Securities products and services offered through PAS a registered broker-dealer,(704) 552-8507. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA, SIPC. 9076278.1 Exp.10/2026 CA License:0M90694 AR License: 6549068
Past Events
April 6, 2026
7:00p - 8:00p
Zoom
March 23, 2026
7:00p - 8:00p
Zoom Webinar
Financial Literacy Series: You're Making Money. Now What? - Cash Flow Planning
Financial Literacy must be learned. Join us for front of mind topics as we add context and provide clarity around situations to set up long-term success. The current topic will focus on how to prioritize your cash flow!
February 3, 2026
6:00p - 8:00p
Workman's Friend
Atrium Resident Happy Hour
Join The Dumas Team as we hightlight Financial Topics that we hear from so many House Staff as they navigate the transition to practice.
October 8, 2025
5:00p - 8:00p
Consolidated Planning
May 16, 2025
11:00a - 2:00p
Consolidated Planning
November 11, 2021
6:00p - 7:00p
Virtual Event
October 27, 2021
12:30p - 1:30p
Virtual
October 27, 2021
10:00a - 11:00a
Virtual Event
Medicare Part D Open Enrollment: Choosing The Right Drug Plan
Learn How To Shop Your Medicare Part D Plan During Open Enrollment October 15th Thru December 7th