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Catawba Valley Shrm   

Our Behavior - Initiator to our Choices

  • April 27, 2023
  • 8:00 AM - 10:00 AM
  • Manufacturing Solutions Center II - 350 5th Avenue SE, Conover NC 28613

Registration


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Doug Frye drills down into one’s Behavior, pointing out why we don’t plan, especially when it is involving our Financial, Estate, and Taxes. It looks at Addictive Behavior. ..


Speaker: Doug Frye is a Fiduciary Advisor, Founder & Wealth Strategist of Spinnaker Financial, a Wealth Strategy firm established in 2002. 

Doug has helped clients across the nation in various areas of planning including Retirement, Minimizing Taxes, Mortgage Planning, Real Estate Investment, Debt Reduction, preservation of income, and protecting wealth. Doug holds a BA in Economics from UNC-Charlotte and a Series 65 Securities License. Doug and his wife Barbara reside in Hickory and have two adult children.

Doug has presented on various financial topics to over 10,000 people in Central and Western North Carolina since 2013.    



Catawba Valley SHRM

Address: PO BOX 395 Hickory, NC 28603

catawbavalleyshrm@gmail.com


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