Events
Upcoming Events
December 4, 2026
10:00a - 2:00p
Wisdom Wealth Care Office
Cookies & Cheer : Build Your Own Holiday Set!
The holidays are a little sweeter when we celebrate together! Join Wisdom Wealth Care for Cookies & Cheer, a festive gathering filled with delicious cookies, warm conversation, and holiday spirit. This season, we’re taking a moment to celebrate the relationships that mean so much to us—and to thank you for being part of the Wisdom Wealth Care community. We’d love for you to stop by, enjoy an assortment of holiday cookies, catch up with our team, and share in the joy of the season. Whether you can stay for a while or simply pop in for a sweet treat, we’ll be happy to see you!
January 29, 2027
3:00p - 6:00p
Boxcar Bar + Arcade
Retirement Celebration for Linus!
Join us for a special celebration as we honor Linus’s remarkable career and wish him well in his next chapter—retirement! For more than 30 years, Linus has helped clients and families make thoughtful financial decisions with greater clarity and confidence. His dedication, kindness, and personal approach have shaped Wisdom Wealth Care and created lasting relationships that mean so much to our team. Now, we’re taking a moment to celebrate the person behind the guidance and thank him for the difference he has made over the years. Bring your family—children are welcome—and help us make this a memorable celebration of a wonderful career and an exciting new beginning!
May 14, 2027
9:00a - 12:00p
Wisdom Wealth Care
Shred It & Forget It: Client Shred Event 2027
There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. Please join our team for Shred It & Forget It: Client Shred Event! Every ton of recycled paper saves 17 trees, so feel free to bring your friends and loved ones along!
Past Events
May 15, 2026
9:00a - 12:00p
Wisdom Wealth Care
October 13, 2025
2:00p - 4:00p
Top Golf of Greensboro
Fore! Our Valued Clients — Swing Into Celebration At Topgolf! ⛳️
We're celebrating you — and we'd love for you to join us! We want to extend our heartfelt thanks for your patience and understanding during our recent transition from Avantax to Cetera as our Broker-Dealer. This special event is our way of celebrating you — our valued clients — and marking the successful completion of this transition. Bring your family and join us for an afternoon of fun at Topgolf, where you can enjoy hitting golf balls, catching up with our team, and getting answers to any questions you may have about the transition. If you have any questions before the event, please don’t hesitate to give us a call. We look forward to seeing you there! 👉 Please RSVP by October 9th, 2025 by registering on our website or contacting Melina at melina.whitlock@wisdomwealthcare.com or give us a call at 336.218.9344