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Upcoming events

    • Tuesday, February 03, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Wednesday, February 11, 2026
    • 11:30 AM - 1:00 PM
    • Old North State Trust, 1250 N. Revolution Mill Dr Ste 152
    Register

    Let’s reconnect, one call (and one meal) at a time.

    Join us in the conference room of Old North State Trust from 11:30 AM to 1:00 PM for a fun and meaningful way to reconnect with former FSA Council members. We’ll provide the lunch and the script—you just bring your phone and your appetite! Help us grow the Council by making a few friendly calls and inviting expired members back into the fold. Every call counts, and so does every bite!

    • Tuesday, February 17, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    2 Hours NC CLE, CIE, CPE, and CFP was applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Presentation
    10:00 am CE Ends

    Title- Uncharted Waters: How the Singularity Turns Economics and Investing Upside Down

    Abstract- 

    Artificial intelligence and other accelerating technologies are reshaping the global economy at a speed and scale unprecedented in modern history. These changes are already impacting how people work, how value is created, and how capital flows—and the pace of transformation is only accelerating.

    In this session, Super Trend futurist Dennis Stearns, CFP®, explores how exponential technologies such as artificial intelligence, automation, and data-driven systems are redefining jobs, economic structures, and investment markets. Drawing from real-world examples, forward-looking scenarios, and current research, Dennis will examine both the opportunities and the risks these forces present for individuals, businesses, and long-term investors.

    Participants will gain insight into how technological disruption may alter labor markets, productivity, inflation, and economic growth, as well as how these shifts could impact traditional asset classes, retirement planning assumptions, and portfolio construction. The session will also address the behavioral and planning challenges financial professionals may face as clients navigate rapid technological change.

    This program is designed to help financial professionals better understand emerging trends, anticipate potential future scenarios, and begin integrating these insights into thoughtful, client-centered planning and investment discussions.

    Speaker: Dennis Stearns, CFP®, ChFC, MS

    Dennis is the founder of Stearns Financial Group and is nationally recognized for complex ultra-high net worth financial planning and the effect of Super Trends on clients’ investments, businesses/careers and the economy. He is the author of several books and is regularly quoted in major publications including the Wall Street Journal, NY Times, Kiplinger Finance, Financial Planning magazine and the Journal of Financial Planning.

    Dennis has advanced training in investment planning, financial planning, business planning and estate planning.

    The Financial Planning Association calls Dennis “one of the leading financial scenario experts and futurists.” He has considerable experience with “Super Trends,” or how the convergence of globalization, technology accelerators, the global age wave and other forces will dramatically impact our investments, our financial planning, our careers and our lives in the future.

    He is a featured speaker at many regional and national conferences and economic events and regularly leads and participates in think tanks on financial planning and investment topics. Dennis is also often asked to provide “best practices” workshops for financial advisors and planners.

    Dennis has also written articles and spoken frequently on how to avoid the “villains of decision making,” coaching clients on how to make better decisions in personal finance, careers, businesses and in life.

    About Dennis

    I am a big believer in focusing on family, putting our clients’ needs above our own, lifelong learning and giving back to my community. My hobbies include tennis, skiing and chess. Being a former chess expert, I learned early on that balancing short-term focus (tactics) with long-term vision (strategy) is the best way to win at chess, in life and to achieve financial independence. I was fortunate to be a member of one of the winningest Pan-American chess teams in U.S. history. Today, I coach an inner-city chess club and play chess against up to 30 people at once to raise money for children’s charities.


    • Thursday, February 26, 2026
    • 12:00 PM - 1:00 PM
    • Lemon, 1568 HIGHWOODS BLVD GREENSBORO, NC 27410
    Register

    Lunch with Bernie is a casual, come-as-you-are gathering with our President, Bernie. Join us at noon on the last Thursday of every month for good conversation, connection, and a chance to get to know fellow professionals in a relaxed setting. All are welcome—members, guests, and first-timers alike. Lunch is Dutch-pay, and the conversation is always worth it.


    • Tuesday, March 03, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Thursday, March 05, 2026
    • 8:00 AM - 9:30 AM
    • Elderlaw Firm
    Register

    Our board meets at 8:00 AM on the first Thursday of every other month at the Elderlaw Firm.

    If you’re unable to attend in person, you’re welcome to join us via Teams using the link below.

    TEAMS LINK

    • Tuesday, March 17, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    NC CLE, CIE, CPE, and CFP will be applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Presentation
    9:00 am CE Ends

    Title- Coming Soon

    Abstract- Coming Soon

    Speaker- Coming Soon

    • Thursday, March 26, 2026
    • 12:00 PM - 1:00 PM
    • TBD
    Register

    Lunch with Bernie is a casual, come-as-you-are gathering with our President, Bernie. Join us at noon on the last Thursday of every month for good conversation, connection, and a chance to get to know fellow professionals in a relaxed setting. All are welcome—members, guests, and first-timers alike. Lunch is Dutch-pay, and the conversation is always worth it.


    • Tuesday, April 07, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Tuesday, April 21, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    NC CLE, CIE, CPE, and CFP will be applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Presentation
    9:00 am CE Ends

    Title- Coming Soon

    Abstract- Coming Soon

    Speaker- Coming Soon

    • Thursday, April 30, 2026
    • 12:00 PM - 1:00 PM
    • TBD
    Register

    Lunch with Bernie is a casual, come-as-you-are gathering with our President, Bernie. Join us at noon on the last Thursday of every month for good conversation, connection, and a chance to get to know fellow professionals in a relaxed setting. All are welcome—members, guests, and first-timers alike. Lunch is Dutch-pay, and the conversation is always worth it.


    • Tuesday, May 05, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Thursday, May 07, 2026
    • 8:00 AM - 9:30 AM
    • Elderlaw Firm
    Register

    Our board meets at 8:00 AM on the first Thursday of every other month at the Elderlaw Firm.

    If you’re unable to attend in person, you’re welcome to join us via Teams using the link below.

    TEAMS LINK

    • Wednesday, May 13, 2026
    • 11:30 AM - 1:00 PM
    • Meeting Room 4 in the Coliseum
    Register

    Let’s reconnect, one call (and one meal) at a time.

    Join us at Meeting Room 4 in the Coliseum from 11:30 AM to 1:00 PM for a fun and meaningful way to reconnect with former FSA Council members. We’ll provide the lunch and the script—you just bring your phone and your appetite! Help us grow the Council by making a few friendly calls and inviting expired members back into the fold. Every call counts, and so does every bite!

    • Tuesday, May 19, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    NC CLE, CIE, CPE, and CFP will be applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Presentation
    9:00 am CE Ends

    Title- Coming Soon

    Abstract- Coming Soon

    Speaker- Coming Soon

    • Thursday, May 28, 2026
    • 12:00 PM - 1:00 PM
    • TBD
    Register

    Lunch with Bernie is a casual, come-as-you-are gathering with our President, Bernie. Join us at noon on the last Thursday of every month for good conversation, connection, and a chance to get to know fellow professionals in a relaxed setting. All are welcome—members, guests, and first-timers alike. Lunch is Dutch-pay, and the conversation is always worth it.


    • Tuesday, June 02, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Tuesday, June 16, 2026
    • 5:00 PM - 8:00 PM
    • Steel Hands Brewing, 1918 W Gate City Blvd, Greensboro, NC 27403
    Register

    Kick off summer with the FSA Council at one of our favorite events of the year! Join us on Tuesday, June 16th at 5:00 p.m. for our Summer Social at Steel Hands Brewery. We’ve packed the place in past years—and we plan to do it again! Enjoy a relaxed evening with fellow members over pizza and your first drink (on us!), with additional food and beverages available for purchase. [Click here to view the menu.]

    Feel free to invite a colleague who meets our membership criteria—we’d love to welcome them as your guest!

    • Thursday, June 25, 2026
    • 12:00 PM - 1:00 PM
    • TBD
    Register

    Lunch with Bernie is a casual, come-as-you-are gathering with our President, Bernie. Join us at noon on the last Thursday of every month for good conversation, connection, and a chance to get to know fellow professionals in a relaxed setting. All are welcome—members, guests, and first-timers alike. Lunch is Dutch-pay, and the conversation is always worth it.


    • Tuesday, July 07, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Tuesday, July 21, 2026
    • 3:30 PM - 7:00 PM
    • The Terrace
    Register

    Applied for a 1-hour course: NC CIE, CPE, CFP.  There will be no CLE this hour.  Attorneys, please join us at 5:00 PM for happy hour! 

    3:30 pm Door Open
    3:45 pm Announcements
    4:00 pm Presentation
    5:00 pm CE Ends, Happy Hour Begins!

    Abstract:  A discussion focused on the current economic and investment environment, with perspectives on both the near term and the remainder of the decade. The session will incorporate principles of value and growth investing within a framework for analyzing major market-driving factors such as inflation, employment, and market valuations.

     

    Speaker: TBD


    • Tuesday, August 04, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Tuesday, September 01, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Tuesday, September 15, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    NC CLE, CIE, CPE, and CFP will be applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Presentation
    9:00 am CE Ends

    Title- Coming Soon

    Abstract- Coming Soon

    Speaker- Coming Soon

    • Tuesday, October 06, 2026
    • 4:30 PM - 6:30 PM
    • Joymongers, 576 N Eugene St, Greensboro, NC 27401
    Register

    Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

    • Tuesday, October 20, 2026
    • 7:30 AM - 2:00 PM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403

    Info coming soon!

    • Tuesday, November 17, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    NC CLE, CIE, CPE, and CFP will be applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Presentation
    9:00 am CE Ends

    Title- Coming Soon

    Abstract- Coming Soon

    Speaker- Coming Soon

    • Tuesday, December 15, 2026
    • 7:30 AM - 9:00 AM
    • The Terrace, 1921 W. Gate City Blvd., Greensboro, NC 27403
    Register

    NC CLE, CIE, CPE, and CFP will be applied for.

    7:30 am Door Open
    7:45 am Announcements
    8:00 am Presentation
    9:00 am CE Ends

    Title- Coming Soon

    Abstract- Coming Soon

    Speaker- Coming Soon

Past events

Thursday, January 22, 2026 Essentialism: The Disciplined Pursuit of Less
Tuesday, January 20, 2026 One Big Beautiful Bill Act, LOCATION CHANGE!
Monday, January 19, 2026 FSA Council 2026 Pro Day Planning Meeting
Thursday, January 08, 2026 January FSA Council Board Meeting- NOTE THE DATE CHANGE
Tuesday, January 06, 2026 FSA Council 2026 Pro Day Planning Meeting
Tuesday, December 16, 2025 Today's Real-World Ethics and Holiday Social
Thursday, November 20, 2025 Chop Wood, Carry Water: How to Fall in Love with the Process of Becoming Great
Tuesday, November 18, 2025 Trademarks, Technology, and Tomorrow: Protecting Brand Identity (and Clients) in the Age of AI
Wednesday, November 12, 2025 Event cancelled. November Lunch Lines: The Comeback Call! Telethon at Bicentennial Gardens
Thursday, November 06, 2025 FSA Council Board Meeting
Thursday, October 23, 2025 October Idea Exchange: Barking Up the Wrong Tree
Tuesday, October 21, 2025 FSA Council Professional Day- Planning for the Silver Tsunami
Wednesday, October 08, 2025 October Lunch Lines: The Comeback Call
Tuesday, October 07, 2025 FSA Council Pro Day Meeting
Thursday, September 25, 2025 Idea Exchange- The Enneagram at Work and Home, A Framework for Growth
Tuesday, September 16, 2025 Tax Planning Tools in Investment Execution and Practical Strategies to Enhance Client Service and Strengthen Relationships
Thursday, September 04, 2025 FSA Council Board Meeting
Tuesday, September 02, 2025 FSA Council Pro Day Meeting
Thursday, August 28, 2025 Idea Exchange- Life Hacks
Wednesday, August 20, 2025 Lunch Lines: The Comeback Call
Tuesday, August 19, 2025 FSA Council Pro Day Meeting
Tuesday, August 19, 2025 Connect. Learn. Lead. Leveraging Your Membership
Thursday, July 24, 2025 Idea Exchange- Team Performance Tools
Tuesday, July 15, 2025 Market Insights: What's Ahead for the Rest of 2025 and our Social
Tuesday, July 01, 2025 FSA Council Pro Day Meeting
Thursday, June 26, 2025 Idea Exchange- Traction by Gino Wickman
Tuesday, June 17, 2025 FSA Council Social
Tuesday, June 03, 2025 FSA Council Pro Day Meeting
Thursday, May 22, 2025 Council Idea Exchange: Never Lose a Customer Again & Never Lose an Employee Again by Joey Coleman
Tuesday, May 20, 2025 Captive Solutions: Advantages for Coverage and Tax Needs
Tuesday, May 06, 2025 FSA Council Pro Day Meeting
Thursday, April 24, 2025 From Pitfalls to Perfection, Ensuring Success in Estate Planning and Beneficiary Designations- Note the Date Change!
Thursday, March 27, 2025 Council Idea Exchange: Portfolio Life Planning
Tuesday, March 18, 2025 Navigating Long-Term Care Options
Thursday, February 27, 2025 Council Idea Exchange: Eat that Frog!
Tuesday, February 18, 2025 ESG – The Good, The Bad, The Ugly – And Then Some
Thursday, January 23, 2025 Council Idea Exchange: Simplify and Thrive
Tuesday, January 21, 2025 From Protection to Prosperity: Fiduciary Strategies for Complex Client Needs
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