At TFA, we have long held a role as educators in personal finance in the Triad through seminars and other educational and inspirational events. Some of these events are only for clients, but many are open to the public.

View our latest two community events.

Going Pro: A Conversation with Moulaye Niang

We hosted Mr. Niang for our fourth in-person community event of 2022 at the Canterbury School in Greensboro, NC, on November 1.

Facing Financial Fears in 2022

Every year has its challenges for the markets to overcome, but 2022 had some notable fears worth discussion—the war in Ukraine, rising interest rates, and inflation—so we dedicated our first in-person educational event to those three topics in an investment Q & A with the ever-entertaining Vice President at Dimensional Fund Advisors, Christian Newton.

We’re here to help you Live With Intention.

Worried about retiring? Do you feel personally and financially ready to retire? If the answer is not a solid, Yes, then it’s time to reach out for help in setting yourself up for success.

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