Monthly Meetings

We meet monthly on the 3rd Wednesday of each month.  Our Next Meeting will be on 4/19/2017.  Our breakfast meetings are held at the Crowne Plaza in North Charleston.


Meeting Agenda:

7:00 AM Coffee

7:15 AM Breakfast Buffet - Please get breakfast & be seated

7:30 AM Speaker begins

8:30 AM Meeting adjourns



"Financial Wellness & The Impact on Poor Personal Finance in the Workplace".


Breakfast Meeting Sponsor:

James Carlson, Co-Founder & Chief Investment Officer, at Questis.


Invitation Only.  Reservations Required


The Crowne Plaza is located near Tanger Outlet Mall at 4831 Tanger Outlet Boulevard, North Charleston, SC 29418.