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Events

Upcoming Events

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

September 28, 2024

9:00a - 12:00p

Our Office

Shred Day 2024!!

Click the title for more details!!

November 26, 2024

12:00p - 6:00p

Our Office

Register

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

Past Events

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!!

Event Registration