Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
November 26, 2024
12:00p - 6:00p
Our Office
Annual Client Appreciation Pie Giveaway!!
Come grab a pie on us!! Be sure to comment which kind you would like: apple, pumpkin or pecan! Please register by NOVEMBER 12TH *This event is for clients only
September 28, 2024
9:00a - 12:00p
Our Office
Shred Day 2024!!
Click the title for more details!! * This is a private event. It is only for those who received an invitation from WillowTrust Accounting and their guests. It is not a public event. Thank you.
August 16, 2024
6:00p - 10:00p
Durham Bulls Athletic Park
Durham Bulls Client Appreciation Event
Deadline to register is 07/26/24 by 5pm!! We hope you can join us! *This event is for adults and by invitation only
March 14, 2024
11:00a - 12:00p
online webinar
Tax Update 2024 Webinar
Learn about the latest tax law changes and which investments and tools can help you manage your tax liability.
February 15, 2024
2:00p - 3:00p
Online webinar
Equity Market Update And Proactive Tax Planning Webinar
Click the Title for More Details! Please join us for this informative event as we discuss potential strategies that could help investors minimize taxes and solidify their overall financial planning. Bring a friend! Guests are welcome!!
February 7, 2024
11:00a - 12:00p
Online webinar
Equity Market Update And Proactive Tax Planning Webinar
Click the Title for More Details! Please join us for this informative event as we discuss potential strategies that could help investors minimize taxes and solidify their overall financial planning. Bring a friend! Guests are welcome!!
November 23, 2021
11:00a - 1:00p
Our Office
Pie Giveaway
The Fall season is an important time to express gratitude to those most important to us. And that’s what WillowTrust Wealth Management would like to do for YOU! Your friendship and support mean everything to us. As a token of our appreciation, we would like to give you and your loved ones a pie!
September 8, 2021
6:00p - 7:30p
Tobacco Road Sports Cafe
Hops, Bangers & Baseball!
Join us at Tobacco Road Sports Cafe for happy hour to cheer on the Bulls and mingle with our Accounting and Wealth teams IN PERSON!! We look forward to seeing everyone! Please register by September 1st!!