Financial/Investing Panel in Charlotte, NC: A Comprehensive Guide
Event Snapshot
– Event Title: Financial/Investing Panel
– Event Date: Tuesday, January 21, 2025
– Event Location: Blythe Construction Inc., 2911 North Graham Street, Charlotte, NC 28206
– Blythe Construction Inc. (Venue Website)
– Event Price:
– NAWIC MEMBER: $28.15
– NAWIC GUEST: $33.41
– Education only (no dinner) Member or Guest: $17.61
– Event Organizer: NAWIC Charlotte
– NAWIC Charlotte (Organizer Website)
– Event Tickets: Purchase Tickets on Eventbrite
– Event Duration: 5:30 PM EST (start time), end time not specified
– Age Restrictions: All ages
– Dress Code: No specific dress code mentioned
– Transportation/Parking: Parking available at the venue; public transit options nearby
– Food and Drink: Dinner included with certain ticket options
– Refund Policy: Refunds available up to 7 days before the event
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Introduction
When it comes to things to do in Charlotte, NC, the city offers a diverse range of activities that cater to various interests. For those keen on enhancing their financial literacy and investing skills, the Financial/Investing Panel organized by NAWIC Charlotte is an event you won’t want to miss. Scheduled for Tuesday, January 21, 2025, this panel discussion promises to deliver valuable insights and practical advice on smart money management, investing, financial planning, and estate planning.
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Detailed Description of the Event
The Financial/Investing Panel is designed to provide attendees with a comprehensive understanding of financial management across different stages of life. Here’s what you can expect from the event:
Speakers
The panel will feature three esteemed speakers:
– Colin Furcht from Honeywell, Building Automation Division
– Joshua Peters from Edward Jones, Financial Advisor
– Kelly Jesson Raines from Jesson & Rains, PLLC, Co-Owner
Each speaker brings a unique perspective and expertise to the table, ensuring that the discussion is well-rounded and informative.
Topics
The panel discussion will cover several critical aspects of financial management, including:
– Smart Money Management: Tips and strategies for managing your finances effectively.
– Investing: Insights into various investment options and how to make informed investment decisions.
– Financial Planning: Guidance on planning your finances to achieve long-term goals.
– Estate Planning: Advice on how to protect and manage your wealth for the future.
The panelists will share real-world examples and practical advice on building and protecting wealth, planning for a secure retirement, and navigating the complexities of handling money at different life stages.
Venue
The event will be held at Blythe Construction Inc., located at 2911 North Graham Street, Charlotte, NC 28206. Blythe Construction Inc. is a well-established company in Charlotte, known for its commitment to quality and excellence. The venue provides a professional and comfortable setting for the panel discussion.
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Need-to-Know(FAQs)
Q: Who is organizing the Financial/Investing Panel?
A: The event is organized by NAWIC Charlotte.
Q: What are the topics that will be covered during the panel discussion?
A: The panel will cover smart money management, investing, financial planning, and estate planning.
Q: Who are the speakers for the event?
A: The speakers include Colin Furcht from Honeywell, Joshua Peters from Edward Jones, and Kelly Jesson Raines from Jesson & Rains, PLLC.
Q: How can I purchase tickets for the event?
A: Tickets can be purchased on Eventbrite.
Q: What is the refund policy for the event?
A: Refunds are available up to 7 days before the event.
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Explore Charlotte Map
Charlotte, NC, is a vibrant city with a rich history, cultural attractions, and a thriving business community. Here are a few amenities and attractions you might want to explore while in the city:
– Uptown Charlotte: Known for its bustling streets, Uptown Charlotte offers a variety of restaurants, bars, and cultural attractions.
– Bank of America Stadium: Home to the Carolina Panthers, this stadium is a must-visit for sports enthusiasts.
– NASCAR Hall of Fame: A great place to learn about the history and legacy of NASCAR.
– NoDa Neighborhood: A historic arts district with galleries, breweries, and live music venues.
For more information on things to do in Charlotte, NC, you can visit the Charlotte Tourism Website.
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How the Event Fits into the Broader Context of Activities and Things to Do in Charlotte, NC
Charlotte is a city that offers a wide range of activities and events, making it an ideal place for both locals and visitors. Here are a few other events happening around the same time as the Financial/Investing Panel:
– Business Finance Basics 1 Day Training in Charlotte, NC: Scheduled for January 9, 2025, this training provides essential knowledge on business finance[4].
– Financial Vision Board Party: Taking place on January 24, 2025, this event helps participants create a vision board for their financial goals[4].
– Think Like a CFO: On January 19, 2025, this workshop will teach attendees how to think like a Chief Financial Officer[4].
These events, along with the Financial/Investing Panel, highlight the city’s commitment to providing educational and informative activities for its residents and visitors.
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Local Insider Tips
If you’re planning to attend the Financial/Investing Panel or any other events in Charlotte, here are a few insider tips:
– Public Transportation: Charlotte has a well-developed public transportation system. Use the CATS (Charlotte Area Transit System) to get around the city.
– Parking: Be aware of parking restrictions and fees in Uptown Charlotte. Consider using parking garages or lots for convenience.
– Dining: Charlotte is known for its barbecue and Southern cuisine. Try some of the local restaurants in the NoDa or Uptown areas.
For more insider tips and local recommendations, check out the Charlotte Insider Guide.
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Need an Airbnb in Charlotte, NC or Corporate Housing in Charlotte, NC?
If you are looking for accommodations in Charlotte, NC, consider staying with Trifecta Corporate Housing. Here are the details on their listings and their proximity to the event venue:
– Trifecta’s listing in 1st Ward Neighborhood (505 E 6th St, Charlotte, NC 28202):
– Walking distance to the event venue: Approximately 1.5 miles (30-minute walk)
– Driving distance to the event venue: Approximately 5 minutes
– Trifecta’s listing in 3rd Ward Neighborhood (305 W 5th St, Charlotte, NC 28202):
– Walking distance to the event venue: Approximately 1.7 miles (35-minute walk)
– Driving distance to the event venue: Approximately 5 minutes
– Trifecta’s listing in 4th Ward Neighborhood (450 Church St, Charlotte, NC 28202):
– Walking distance to the event venue: Approximately 1.8 miles (37-minute walk)
– Driving distance to the event venue: Approximately 6 minutes
Trifecta’s listings are spacious, better priced than hotels, and come with amenities such as:
– Fully stocked kitchens and comfortably furnished rooms
– Free enclosed private parking
– Walking distance to Bank of America Stadium and Uptown Charlotte’s best attractions
– Professional cleaning before each reservation
– 24/7 self check-in system
– High-speed gigapower fiber WiFi
– Modern amenities including a year-round saltwater pool, state-of-the-art fitness center, pet-friendly with dog parks, and more
Book directly on their website at https://staywithtrifecta.guestybookings.com/properties?city=Charlotte or find them on Airbnb at https://www.airbnb.com/users/164488739/listings .
As an Airbnb SuperHost with nearly 7 years of experience and over 7,500 positive reviews, Trifecta is one of the most popular choices for accommodations in Charlotte, NC.
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Other Things to Do in Charlotte, NC
If you are looking for more activities and events in Charlotte around the same time, here are a few suggestions:
– New Year, New Wealth: Join Real Estate Investor Webinar in Charlotte: A webinar focused on real estate investing, scheduled for various dates in January[4].
– Charlotte – Intro to Generational Wealth thru Real Estate Investing: An introduction to real estate investing for generational wealth, happening on multiple dates in January[4].
– Fintech Futures: Women in Business: A networking event for women in the fintech industry, scheduled for February 4, 2025[4].
These events, along with the Financial/Investing Panel, offer a variety of options for those interested in finance, investing, and business.
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Everything You Asked(FAQs)
Q: What is the Financial/Investing Panel about?
A: The Financial/Investing Panel is an event that covers smart money management, investing, financial planning, and estate planning.
Q: Who are the speakers for the Financial/Investing Panel?
A: The speakers include Colin Furcht from Honeywell, Joshua Peters from Edward Jones, and Kelly Jesson Raines from Jesson & Rains, PLLC.
Q: Where is the Financial/Investing Panel being held?
A: The event will be held at Blythe Construction Inc., located at 2911 North Graham Street, Charlotte, NC 28206.
Q: How much do tickets cost for the Financial/Investing Panel?
A: Tickets cost $28.15 for NAWIC members, $33.41 for NAWIC guests, and $17.61 for education-only tickets (no dinner included).
Q: Can I get a refund for my ticket if I cannot attend?
A: Yes, refunds are available up to 7 days before the event.
Q: What time does the Financial/Investing Panel start?
A: The event starts at 5:30 PM EST.
Q: Is dinner included with the ticket?
A: Yes, dinner is included with certain ticket options.
Q: Are there any specific dress code requirements for the event?
A: No specific dress code is mentioned.
Q: How can I purchase tickets for the event?
A: Tickets can be purchased on Eventbrite.
Q: What are some other financial events happening in Charlotte around the same time?
A: Other events include the Business Finance Basics 1 Day Training, Financial Vision Board Party, and Think Like a CFO.
Q: Where can I find more information about things to do in Charlotte, NC?
A: You can visit the Charlotte Tourism Website for more information on activities and events in Charlotte.
Q: What are the amenities provided by Trifecta Corporate Housing in Charlotte?
A: Trifecta’s listings include fully stocked kitchens, free enclosed private parking, walking distance to Uptown attractions, professional cleaning, 24/7 self check-in, high-speed WiFi, and modern amenities like a saltwater pool and fitness center.
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References
– [Financial/Investing Panel – Eventbrite][1] Retrieved from https://www.eventbrite.com/e/financialinvesting-panel-tickets-1107285714379
– [Finance conference business events in Charlotte, NC – Eventbrite][4] Retrieved from https://www.eventbrite.com/d/nc–charlotte/business–events/finance-conference/
– [Blythe Construction Inc. Official Website] Retrieved from https://www.blytheconstruction.com/
– [NAWIC Charlotte Official Website] Retrieved from https://www.nawiccharlotte.org/
– [Charlotte Tourism Website] Retrieved from https://charlottesgotalot.com/