Events
Hosted by Bradshaw Rogers Financial Partners, Inc. our seminars and workshops are offered complementary to our community. Stay informed about today’s economic climate and learn more about retirement options by joining us at one of our financial presentations. Call today or fill out the form below to get started on reserving your seat for our upcoming events.
Upcoming Events
August 24, 2023
12:00p - 2:00p
Salisbury Business Center
Half Time Report Lunch & Learn
OPEN TO THE PUBLIC: “Half Time” is the perfect time to look at market performance and readjust as we head toward year-end. Let’s dive into how 2023 is trending and look at the next several months through the lens of Q1 & Q2 data.
September 21, 2023
12:00p - 2:00p
Salisbury Business Center
Medicare Lunch & Learn
OPEN TO THE PUBLIC: We’ll discuss enrollment, Medicare parts & supplements, key ages, the “Donut Hole,” & how Medicare plays into Long-Term Care.
October 26, 2023
12:00p - 2:00p
Salisbury Business Center
Social Security Lunch & Learn
OPEN TO THE PUBLIC: Understanding the basics of Social Security includes learning & claiming options that could potentially increase your monthly benefit amount. You want a plan to leave you better prepared to make informed decisions.
November 1, 2023 - December 1, 2023
9:00a - 2:00p
Bradshaw Rogers Office
Community Food Drive
OPEN TO THE PUBLIC: Show your thankfulness by feeding those in need! We're working in partnership again with Rowan Helping Ministries to provide food for our community. We will be accepting donations in our office for the month of November.
November 9, 2023
6:30p - 9:00p
Childress Vineyards
New Client Dinner
INVITATION ONLY: We warmly invite our new clients & referrers to join us for an evening of food, drinks & friendly conversation. This special event is to show our appreciation to our newest clients and express our gratitude for their trust & confidence.
Past Events
May 20, 2023
5:30p - 10:00p
Atrium Health Ballpark
Client Appreciation Baseball Game
INVITATION ONLY: If you are an existing client, we welcome you to join us at our annual Client Appreciation Event as we take you out to a ballgame! Each ticket includes a seat & voucher (for concessions and/or merchandise). Limit of up to 4 tickets per attending client. First come, first serve.
April 29, 2023
9:00a - 11:00a
Bradshaw Rogers Office
Community Shred Day
OPEN TO THE PUBLIC: As part of our commitment to protecting your privacy, we would like to provide you the free service of shredding your sensitive documents. Protect yourself by properly disposing of your important records! Simply bring anything you would like to have shredded to our office.
April 27, 2023
12:00p - 2:00p
Salisbury Business Center
Stock Market Basics Lunch & Learn
OPEN TO THE PUBLIC: If you’re not well-versed in the basics of the stock market, the stock trading information in the media can sound like another language. If you do need to understand the stock market, and at least some basic information about how stock trading works.
March 23, 2023
12:00p - 2:00p
Salisbury Business Center
Estate Planning, Wills, Trusts Lunch & Learn
OPEN TO THE PUBLIC: Estate planning is the process of designating who will receive your assets in the event of your death or incapacitation. Come learn the basics and ask us questions about how to navigate estate planning with your family and loved ones.