Events
At Sledge and Company Wealth Advisors, LLC, we believe informed decisions lead to better financial outcomes. That's why we host a series of educational events designed to help individuals, families, and business owners better understand the financial strategies that can impact their long-term success.
Join us for engaging discussions on topics such as:
- Tax-Managed Investing
- Roth Conversion Strategies
- Retirement Income Planning
- Tax-Efficient Wealth Transfer
- Year-End Tax Planning Opportunities
- Business Owner Financial Strategies
Our educational sessions combine the unique perspective of a wealth advisor and CPA team, helping you understand how investment decisions, tax planning, and retirement strategies work together to support your goals
Upcoming Events
January 28, 2025
12:00p - 1:00p
Sledge and Company
September 22, 2026
12:00p - 1:10p
Sledge and Company Wealth Advisors, LLC
Tax Smart Investing- It is not what you earn but what you keep that matters!
Join us for an educational event on Tax-Smart Investing and discover strategies designed to help maximize after-tax returns for high income and net worth individuals. We'll discuss tax-efficient investment selection, tax-loss harvesting, asset placement, withdrawal planning, and charitable gifting strategies that can help you keep more of what you earn. Lunch and refreshments will be provided.
This presentation is provided for general educational and informational purposes only and does not constitute tax, legal, investment, or financial advice.
Strategies discussed have complex and individual tax consequences. Tax rates, contribution limits, RMD ages, IRMAA thresholds, and other figures referenced reflect 2026 rules and are subject to change. All examples and projections are hypothetical, illustrative, and not a guarantee of future results.
Before acting on any strategy discussed here, please consult your qualified tax advisor, attorney, and financial professional regarding your specific circumstances.
Sledge and Company Wealth Advisors, LLC is a SEC registered Investment Advisory Firm, Registration with the SEC does not imply any level of expertise or knowledge. Broker Dealer Affiliation: Capital Investment Group, Inc. Member FINRA/SIPC 100 East Six Forks Road, Suite 200, Raleigh, NC 27609 (919) 831-2370
Past Events
August 13, 2026
12:00p - 1:10p
Sledge and Company Wealth Advisors, LLC
Lunch & Learn: Roth Conversions – Turning Today's Taxes into Tomorrow's Tax-Free Income
Join us for a complimentary Lunch & Learn exploring Roth conversion strategies and how they may help reduce future taxes, manage RMDs, minimize Medicare surcharge exposure, and create tax-free income opportunities in retirement. Lunch will be provided.
This presentation is provided for general educational and informational purposes only and does not constitute tax, legal, investment, or financial advice.
Roth conversions have complex and individual tax consequences. Tax rates, contribution limits, RMD ages, IRMAA thresholds, and other figures referenced reflect 2026 rules and are subject to change. All examples and projections are hypothetical, illustrative, and not a guarantee of future results.
Before acting on any strategy discussed here, please consult your qualified tax advisor, attorney, and financial professional regarding your specific circumstances.
Sledge and Company Wealth Advisors, LLC is a SEC registered Investment Advisory Firm, Registration with the SEC does not imply any level of expertise or knowledge. Broker Dealer Affiliation: Capital Investment Group, Inc. Member FINRA/SIPC 100 East Six Forks Road, Suite 200, Raleigh, NC 27609 (919) 831-2370
April 27, 2024
9:00a - 12:00p
Sledge and Company, PLLC