Events

2025 Winter Lunch – Cary

We invite you to gather with us for our holiday celebration, as we reflect on our blessings and take this opportunity to give back to the...

2025 Winter Brunch – Wilmington

We invite you to gather with us for our holiday celebration, as we reflect on our blessings and take this opportunity to give back to the...

2025 One Big Beautiful Bill

Pathfinder's One Big Beautiful Bill presentation explores the potential implications of the legislation on financial planning and...

2025 Mid-Year Outlook

Pathfinder's 2025 Mid-Year Outlook reviews key market developments from the first half of 2025 and explores their potential impact on the...

2025 Taxes and Politics Presentation

Join us for an update on how our 2025 political landscape can shape tax policies, the economy and the markets going...

2025 Market Outlook

Join us for our 2025 Market Outlook presented by Wealth Advisor and Partner, Chris Walsh as we explore market trends from the second half...

Pathfinder Wealth Consulting’s 2023 Mid-Year Outlook

Are we there yet? Pathfinder’s 2023 Mid-Year Outlook presentation focused on the buzz around "landing" the U.S. Economy. During this...

Pathfinder Wealth Consulting’s Taxes & Politics Event

Following tax season, Pathfinder Wealth Consulting presented pertinent information on the legislative and political climate, and strategies...