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Events & Workshops

Join us for educational seminars and workshops across the Southeast

Upcoming Events

Reserve your spot at one of our upcoming educational events
October 28, 2026
6:30 PM
Retirement Planning Workshop
Fleming's Steakhouse - Raleigh
4325 Glenwood Ave Suite 5004, Raleigh, NC 27612
Get Directions
Presenter
John Vandergriff
About This Event

Join Blue Ridge for an educational seminar focused on important financial and retirement topics in a relaxed, conversational setting. These events are designed to help attendees better understand the financial decisions that can impact retirement, estate planning, taxes, and long-term financial confidence.

Each seminar includes an engaging financial presentation and open Q&A discussion, followed by a complimentary meal.

Topics Covered:
Our Financial Seminars are designed to create a comfortable environment where individuals and couples can learn about retirement and financial planning topics followed by a complimentary meal. During the seminar, the team at Blue Ridge will explore timely financial topics that may include: 
  • Retirement income planning 
  • Tax-efficient retirement strategies 
  • Estate and legacy planning considerations 
  • Social Security and Medicare planning 
  • Investment and market perspectives 
  • Common retirement planning mistakes 
  • Strategies for protecting and preserving wealth 
Rather than a formal lecture, these events are typically presented in a conversational, question-and-answer format that encourages participation and discussion. Attendees are welcome to ask questions and engage directly with the presenters throughout the event. Whether you are preparing for retirement, already retired, or simply looking to gain more clarity around your financial future, this seminar is intended to provide practical insights in an approachable setting. 

What to Expect: 
  • Approximately one hour of educational discussion and financial exploration 
  • Casual, interactive Q&A-style presentation 
  • Complimentary meal 
  • Opportunity to connect directly with financial professionals 
  • Optional follow-up consultation available for attendees 
Attendees are welcome to bring a guest or spouse.
Register Now
October 29, 2026
6:30 PM
Retirement Planning Workshop
Fleming's Steakhouse - Raleigh
4325 Glenwood Ave Suite 5004, Raleigh, NC 27612
Get Directions
Presenter
John Vandergriff
About This Event

Join Blue Ridge for an educational seminar focused on important financial and retirement topics in a relaxed, conversational setting. These events are designed to help attendees better understand the financial decisions that can impact retirement, estate planning, taxes, and long-term financial confidence.

Each seminar includes an engaging financial presentation and open Q&A discussion, followed by a complimentary meal.

Topics Covered:
Our Financial Seminars are designed to create a comfortable environment where individuals and couples can learn about retirement and financial planning topics followed by a complimentary meal. During the seminar, the team at Blue Ridge will explore timely financial topics that may include: 
  • Retirement income planning 
  • Tax-efficient retirement strategies 
  • Estate and legacy planning considerations 
  • Social Security and Medicare planning 
  • Investment and market perspectives 
  • Common retirement planning mistakes 
  • Strategies for protecting and preserving wealth 
Rather than a formal lecture, these events are typically presented in a conversational, question-and-answer format that encourages participation and discussion. Attendees are welcome to ask questions and engage directly with the presenters throughout the event. Whether you are preparing for retirement, already retired, or simply looking to gain more clarity around your financial future, this seminar is intended to provide practical insights in an approachable setting. 

What to Expect: 
  • Approximately one hour of educational discussion and financial exploration 
  • Casual, interactive Q&A-style presentation 
  • Complimentary meal 
  • Opportunity to connect directly with financial professionals 
  • Optional follow-up consultation available for attendees 
Attendees are welcome to bring a guest or spouse.
Register Now
December 8, 2026
6:30 PM
Retirement Planning Workshop
Dancing Bear Lodge
7140 E. Lamar Alexander Pkwy, Townsend, TN 37882
Get Directions
Presenter
John Vandergriff
About This Event

Join Blue Ridge for an educational seminar focused on important financial and retirement topics in a relaxed, conversational setting. These events are designed to help attendees better understand the financial decisions that can impact retirement, estate planning, taxes, and long-term financial confidence.

Each seminar includes an engaging financial presentation and open Q&A discussion, followed by a complimentary meal.

Topics Covered:
Our Financial Seminars are designed to create a comfortable environment where individuals and couples can learn about retirement and financial planning topics followed by a complimentary meal. During the seminar, the team at Blue Ridge will explore timely financial topics that may include: 
  • Retirement income planning 
  • Tax-efficient retirement strategies 
  • Estate and legacy planning considerations 
  • Social Security and Medicare planning 
  • Investment and market perspectives 
  • Common retirement planning mistakes 
  • Strategies for protecting and preserving wealth 
Rather than a formal lecture, these events are typically presented in a conversational, question-and-answer format that encourages participation and discussion. Attendees are welcome to ask questions and engage directly with the presenters throughout the event. Whether you are preparing for retirement, already retired, or simply looking to gain more clarity around your financial future, this seminar is intended to provide practical insights in an approachable setting. 

What to Expect: 
  • Approximately one hour of educational discussion and financial exploration 
  • Casual, interactive Q&A-style presentation 
  • Complimentary meal 
  • Opportunity to connect directly with financial professionals 
  • Optional follow-up consultation available for attendees 
Attendees are welcome to bring a guest or spouse.
Register Now

You're Always in Control

Throughout our entire process, you remain in the driver's seat. We provide the expertise, analysis, and recommendations, but every decision is yours to make. Our role is to ensure you have the information and guidance you need to make confident choices about your financial future.
We work for you, not the other way around. Your plan is built around your wants, needs, and values—backed by our decades of experience serving families across the Southeast.
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