Financial Service Advisors Council upcoming events

FSA Council 2026 Pro Day Planning Meeting (Tuesday, May 05, 2026)

Tue, 05 May 2026 20:30:00 GMT

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.

May FSA Council Board Meeting (Thursday, May 07, 2026)

Thu, 07 May 2026 12:00:00 GMT

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

May Lunch Lines: The Comeback Call (Wednesday, May 13, 2026)

Wed, 13 May 2026 14:30:00 GMT

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

Join us from 10:30 AM to 12:00 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!

Understanding Homeowners Insurance (Tuesday, May 19, 2026)

Tue, 19 May 2026 11:30:00 GMT

1 hour NC CLE, CIE, CPE, and CFP was applied for.

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

Title- Understanding Homeowners Insurance

Abstract- Understanding Homeowners Insurance is refreshed for 2026, exploring current issues and providing an overview of the homeowner policy & underwriting for property and liability coverages.

Speaker- Rodney Jonas

A seasoned insurance professional with 30+ years of experience consulting risk management, strategic planning, and client advocacy. I am a Chartered Private Risk and Insurance Advisor (CPRIA) which is a specialized certification for serving high-net-worth (HNW) individuals and families. I have agent licenses with carrier appointments in most of the USA and have access to many global markets as needed.

As a consultant with Marsh McLennan, I leverage our expertise resources navigating complex coverage needs for all our clients while providing tailored coverage solutions from top-rated insurance carriers. The Greensboro NC Agency has a long history of building relationships upon traditional values and personalized trust-based services throughout the Mid-Atlantic Region.

Lunch with Bernie (Thursday, May 28, 2026)

Thu, 28 May 2026 16:00:00 GMT

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.

FSA Council 2026 Pro Day Planning Meeting (Tuesday, June 02, 2026)

Tue, 02 Jun 2026 20:30:00 GMT

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.

FSA Council Social (Tuesday, June 16, 2026)

Tue, 16 Jun 2026 21:00:00 GMT

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!

FSA Council Social (Tuesday, June 16, 2026)

Tue, 16 Jun 2026 21:00:00 GMT

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. Location TBD.

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

Lunch with Bernie (Thursday, June 25, 2026)

Thu, 25 Jun 2026 16:00:00 GMT

FSA Council 2026 Pro Day Planning Meeting (Tuesday, July 07, 2026)

Tue, 07 Jul 2026 20:30:00 GMT

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.

Market Insights: What's Ahead for the Rest of 2026 and our Social (Tuesday, July 21, 2026)

Tue, 21 Jul 2026 19:30:00 GMT

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

FSA Council 2026 Pro Day Planning Meeting (Tuesday, August 04, 2026)

Tue, 04 Aug 2026 20:30:00 GMT

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.

August Membership Meeting- Topic TBD (Tuesday, August 18, 2026)

Tue, 18 Aug 2026 11:30:00 GMT

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

FSA Council 2026 Pro Day Planning Meeting (Tuesday, September 01, 2026)

Tue, 01 Sep 2026 20:30:00 GMT

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.

September Membership Meeting- Topic TBD (Tuesday, September 15, 2026)

Tue, 15 Sep 2026 11:30:00 GMT

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

FSA Council 2026 Pro Day Planning Meeting (Tuesday, October 06, 2026)

Tue, 06 Oct 2026 20:30:00 GMT

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.

2026 FSA Council Professional Day- (Tuesday, October 20, 2026)

Tue, 20 Oct 2026 11:30:00 GMT

Info coming soon!

November Membership Meeting- Topic TBD (Tuesday, November 17, 2026)

Tue, 17 Nov 2026 12:30:00 GMT

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

December Membership Meeting- Topic TBD (Tuesday, December 15, 2026)

Tue, 15 Dec 2026 12:30:00 GMT

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