Home

About Us

	Welcome
	Our Associates
	Prospective Client
	Company Philosophy
	Small Business Advisory Board
	Group Legal Plans
	Legal Plan Overview
	Seminars
	Our Location

Learning Center

	Articles
	Calculators
	Newsletters
	E-Seminars
	iMoney
	Glossary
	Tax Library

Market Watch

	Detailed Quote
	Symbol Lookup
	Multi Quote
	Markets at a Glance
	Charting
	Portfolio

Seminars

CG Financial Services of North Carolina, LLC, has built its reputation in the business community by pursuing the philosophy that education is the cornerstone to a successful life plan. Through years of experience designing and implementing educational programs Network Financial has developed the experience of making complex estate and financial planning topics easy to understand.

With the development of our speaker bureau, we have built a team of advisors and professionals from multiple disciplines to provide a wide range of topics including:

Investment Strategies

Retirement Planning

Education Planning

Probate Avoidance

Trusts and Estate Settlement

Special Needs Planning

Elder Law

Long-Term Care Planning

Tax Planning

Our selection of seminars and workshops give companies the freedom to design the most effective program for their employees. These straight-forward, information packed seminars empower audiences to take control of their lives and develop strategies to reach their life goals.

Registered Representatives of, and Securities offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC. Advisory services offered through INVEST and Capital Asset Advisory Services, LLC, registered investment advisors. INVEST does not provide tax advice and is not affiliated with CG Financial Services or Capital Asset Advisory Services, LLC.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST Financial Corporation’s Privacy Policy

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or

offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may

only conduct business in a state if the representatives and the BD or IA they

represent (a) satisfy the qualification requirements of, and are approved to do

business by, the state; or (b) are excluded or exempted from the state's licensure

requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the

extent that they provide individualized responses to investor inquiries that

involve (a) effecting, or attempting to effect, transactions in securities; or (b)

rendering personalized investment advice for compensation.