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Building Wealth: Smart Investing Strategies for Young Professionals

Come connect, learn, and grow at our second Café Collective coffee chat — a relaxed and welcoming event designed for young professionals serious about building a strong financial future.

This time, we’ll dive into smart investing strategies beyond just starting early: how to stay consistent, why diversification matters, and how to think long-term even when markets get rough.

We’ll kick off with a short, interactive intro, followed by an open discussion where you can share ideas, ask questions, and hear what’s working for others.

Plus, we’re bringing back the popular Finance Jeopardy game, with teams competing for a fun prize! Whether you’re just getting started or looking to sharpen your strategy, there’s something here for you.

☕ Free coffee + desserts provided!
📍 Location: IAR Cafe – 808 Atwater St, Raleigh, NC 27607
🕚 Date & Time: Saturday, May 10th | 11:00 AM – 1:00 PM

Spots are limited – sign up below and feel free to bring a friend!


Partner
with
Purpose

When your wealth carries complexity, your advisory relationship should carry clarity. 

Client-Centered Process

Your Vision, Our Focus. From discovery to design, implementation to ongoing refinement, we take the time to understand your needs and values. We craft every financial strategy with intention and tailor partnerships grounded in your goals, values, and vision for the future.

Guiding Principles

Our strategies are grounded in principles that reflect discipline, alignment, and long-term stewardship. We don’t chase market trends, we build durable, value-based plans that evolve with you. Every decision is made to support sustainable wealth, preserve your legacy, and elevate purpose into meaningful impact.

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  • Financial Disclosures

Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.