Description
This event is an opportunity for Genesis Wealth Planning, LLC to express our sincere gratitude to you, our clients, for entrusting our firm with the stewardship of your financial well-being. This event is an informal, drop-in style event, with appetizers and drinks provided. We're looking forward to seeing everyone!
Please RSVP (using the button to the right) to join us in celebration - friends and family are welcome!
Date and Time
Thu, Aug 13, 2026
5:00p - 8:00p EST
Location
Olde Mecklenburg Brewery - Ballantyne
CONSOLIDATED PLANNING IS AN AGENCY OF THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA® (GUARDIAN),
NEW YORK, NY. SECURITIES PRODUCTS [AND ADVISORY SERVICES] OFFERED THROUGH PARK AVENUE SECURITIES LLC (PAS), MEMBER FINRA, SIPC. OSJ
6115 PARK DRIVE SOUTH STE. 200 CHARLOTTE NC 28210 , 704-552-8507
PAS IS A WHOLLY-OWNED SUBSIDIARY OF GUARDIAN. CONSOLIDATED PLANNING IS NOT AN AFFILIATE OR SUBSIDIARY OF PAS OR GUARDIAN 9006713..1 exp 7/27