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2024 CPA Workshop
June 26, 2024 - Thank you to our wonderful local CPAs who attended our recent CPE workshop on managing healthcare expenses in retirement! We enjoyed a delicious lunch and collaborative seminar discussing planning considerations for healthcare costs and long-term care needs in retirement, a topic crucial for the success of a long-term financial plan. We look forward to this event every year and are so grateful for this opportunity to engage and collaborate with a great community of financial professionals!
2024 Beaufort Ole Towne Rotary College Scholarship
June 13, 2024 - Congratulations to Hailey Luther, West Carteret High School Class of 2024! Hailey is the 2024 recipient of Atlantic Wealth Management's Beaufort Ole Towne Rotary Scholarship. We enjoyed meeting Hailey and hearing about her plans to attend UNC Chapel Hill where she will study business. We are proud to be a major corporate donor and scholarship provider for Beaufort Ole Towne Rotary's annual scholarship golf tournament and wish Hailey the best of luck moving forward!
Greg Patterson Earns CERTIFIED FINANCIAL PLANNERTM Certification
April 2024 - We are pleased to announce our very own Greg Patterson has earned his CERTIFIED FINANCIAL PLANNER™ certification!
2024 Spring Shred-A-Thon
April 12, 2024 - Thank you to everyone who came out to our annual community-wide Spring Shred-A-Thon! We enjoyed the beautiful spring weather and delicious coffee from Travelin' Toms while shredding old statements and documents to protect sensitive information and help maintain privacy and security.
2024 Kingdom Advisors Conference
February 12-14, 2024 - Greg and JA had the privilege to attend the annual Kingdom Advisors conference last week in Orlando, Florida. They were able to meet with other Christian financial advisors from across the country to worship together, share best practices, and learn from keynote speakers and breakout sessions. They received current economic and market update forecasts from Bob Doll and David Bahnsen, as well as industry insight from Michael Kitces. They also heard preaching from Mark Batterson and Alistair Begg and enjoyed a night of worship with Jeremy Camp. One first at this year’s conference was having the opportunity to formally gather with other Commonwealth advisors in attendance. We are grateful for the Kingdom Advisors organization and for the opportunity to attend what is always a highlight of our year!
2024 Ladies Valentine's Luncheon
February 9, 2024 - We had a wonderful afternoon celebrating with many of our widowed clients and their guests for our annual Ladies Valentine's Luncheon! Thank you to Tight Lines Brewing for serving delicious meals and hosting such a wonderful time! 1 Corinthians 13:13
2023 Great Thanksgiving Pie Giveaway
November 20-21, 2023 - We had a great Thanksgiving week gifting homemade pies to our wonderful clients! Thank you to Seaside Sensations Catering Service for baking hundreds of amazing pies and helping us share our appreciation for the great friendships and relationships we have here at Atlantic Wealth!
2023 Veterans Day Breakfast
November 4, 2023 - We had a wonderful time hosting some of our local veterans and clients for our Veterans Day Breakfast before enjoying the annual Carteret County Veterans Day Parade! We realize the freedoms we enjoy every day are due to the courage, selfless sacrifice, and dedication of those who are and have served our country in uniform, and we thank our nation's veterans for their bravery, courage, and heroism.
2023 Client Appreciation Dinner
August 24, 2023 - Thank you to all of our valued clients and guests who attended our annual Client Appreciation Dinner! We enjoyed a wonderful evening of delicious food catered by Class Act Catering and beautiful music by Blazin' Keys Dueling Pianos. Praise God for such a special night of laughter, friendship, and fellowship!
2023 Commonwealth Summit for Women
June 19 - 21, 2023 - Tara and Mackenzie enjoyed attending the 2023 Commonwealth Summit for Women this week in Charlotte, North Carolina! They were able to meet and connect with other women advisors and registered staff from across the country and learn from Commonwealth subject-matter experts, select industry partners, and exciting keynote speakers including Noreen Beaumon, Vice Chair of Orion Advisor Solutions; Diana Nyad, World Champion Athlete, World-Renowned Inspirational Speaker, and Author; Gargi Pal Chaudhuri, Managing Director, Head of iShares Investment Strategy and Markets Coverage, BlackRock; and Carol Geremia, MFS President and Head of Global Distribution—just to name a few!
2023 Beaufort Ole Towne Rotary College Scholarship
May 2023 - Congratulations to Carlie Guthrie, East Carteret High School Class of 2023! Carlie is the 2023 recipient of Atlantic Wealth Management's Beaufort Ole Towne Rotary Scholarship. We enjoyed meeting Carlie and hearing about her plans to attend NC State where she will study accounting. Join us in congratulating Carlie on her accomplishments!
2023 Annual Spring Shred Event
April 21, 2023 - Thank you to all of our clients and community members who came out to our Annual Spring Shred Event! We enjoyed the beautiful spring weather and Chick-Fil-A chicken biscuits and sandwiches while shredding old bills, statements, and documents. Thank you to Shred America for providing this secure, on-site shredding service.
