THE ESTATE PLANNING COUNCIL OF WINSTON-SALEM, INC.

The Winston-Salem Estate Planning Council invites you to Old Town Club on Tuesday January 14^th, 2025 for our annual Economic & Market Update presentation with Nate Morris, Regional Vice President with Capital Group. 

Nate Morris is a wealth management consultant at Capital Group, covering southern Virginia and the Triad area of North Carolinda. He has 15 years of investment industry experience and joined Capital Group in 2024. Prior to joining Capital, Nate worked as a vice president of territory sales at American Century Investments. He holds a bachelor's degree in finance from Kansas State University. Nate is based in Richmond, Virginia. 

Please be sure to bring your name tags and business cards.

Attire: Business/Business Casual

RSVP Deadline: Friday, January 10, 2025, 5 p.m. EST

PLATINUM SPONSOR:

Thank you to Capital Group for serving as our platinum sponsor for this event.