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David Hellinger, CRPC®
- Male
- Raleigh, NC
- United States
- 919.227.3177
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- Groups (6)
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David Hellinger, CRPC®'s Groups
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Golf
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Business Networking in C…
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Ethical Selling
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919 MadScience Business…
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Friends & Fans of Women’…
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David Hellinger, CRPC®'s Discussions
Toastmaster Group
Replied Jan 16
Toastmaster Group
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Started this discussion. Last reply by Sharon A Hill Jan 16.
David Hellinger, CRPC®'s Page
Latest Activity
Can Real Estate Help You Achieve Your Financial Goals? at Rey's (near Crossroads Plaza)
October 29, 2009 from 6pm to 7:30pm
Real Estate is commonly quoted as a household's biggest asset...let's talk about that. Like many people today, you may be concerned about the safety of your money and protecting the life you’ve made. You need a fresh look at your financial picture s…
Women and Wine- Every Third Thursday at Apex Beverage Company
September 17, 2009 from 6pm to 8pm
Please join us for our monthly bring a friend wine tasting!
As Fall rolls in, so often wine tastings grow on the minds of many. So this month our wine theme will in fact be Wines of Fall. Apex Beverage Company makes a terrific setting for our Third…
Financial Planning for Women Workshop at Flemings Steakhouse & Wine Bar
July 30, 2009 from 11:30am to 12:30pm
David Hellinger & Russ Emrath request the honor of your presence as we explore the nuances that uniquely define financial planning for successful women and their families. Please invite friends, colleagues or family to attend one or both of these ev…
Profile Information
- Will you commit to adding 1 positive item to the Network each month? (it can be a Question, an Answer, an INVITE or really anything positive)
- Yes.
- About my Business:
- As an Ameriprise financial advisors, we believe success should be measured not just by your financial well-being, but by how confident you feel about your future. Our mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence
- About Me:
- I run a team of Comprehensive Financial Planners focusing on customized, personalized financial advice using a simple and successful process we call Dream>>Plan>>Track.
Specialization of the needs, goals and values of sucessful Women and their families.
- My Ideal Customer is:
- Our Areas of Focus:
-Women's Financial Strategies
-Investment Advice
-Income Tax Planning Strategies
-Retirement Planning Strategies
-Estate Planning Strategies
-Family Planning/Family Changes
-Saving for Education
-General Financial Planning
- My Ideal Referral Partner is:
- CPA and Tax professionals
Attorneys focusing in
-Estate Planning
-Family Law
Small businesses owners and professionals who specialize in working with women as clients
- Who referred you to inSide919?
- Kim Walker, Alisha Whiteway, Julie Jones, Cathy Arsenault
- Linkedin Address:
- http://www.linkedin.com/in/davidhellinger
- Facebook Address:
- http://www.facebook.com/people/David-Hellinger/1311159272
- 919 Phone number (only add if you are okay with people calling you)
- 919.227.3177
Greetings,
What a busy summer it's been! We are enjoying many opportunities to say thank you and spend time with our clients, meet new people, and we're having a bunch of fun doing so.
Thought we'd give you a summary of the various events we have or are hosting so you can get it into your calendar.
• Women & Wine at Apex Beverage Co. 6 O'Clock in the evening every third Thursday of the month. We invite all women to join us for an after-hours networking social. Upcoming dates: Aug 20th, Sep 17th, Oct 15th...every third Thursday!
• How to Fund a College Education: Aug 27th, 6pm @ Rey's Restaurant Raleigh. All invited to come. Please RSVP.
• Insuring What Matters Most: Sep 24th, 11:30am @ Fleming's Crabtree Valley Mall. All invited to come. Please RSVP
•
• NEW Whiskey Tastings: A fun evening meeting new friends and exploring the history, creation, and taste of whiskey! Tir na nOg Irish Pub in Raleigh, Second Tuesday of every month from 7-9pm (Sept 8th, Oct 13th, Nov 10th, Dec 8th).
• Others: Past and Upcoming Event
> Estate Planning and Charitable Gifting seminar-June 6th
> Durham Bulls baseball night -June 22d
> "Story of the American Millionaire" seminar and networking event- June 23d,
> "Power Women, Financial Solutions" workshop/seminar-July 23rd,
> Socially Responsible Investing, workshop/seminar-August 5th
> Taking Charge of your Retirement Income-August 13th,
> Private wine tasting for "Chix in Business"-September 3d,
> Pumpkin Patch family fun day- Hay rides, corn maze, and much more for children of all ages! October 10th
We'd love for you to invite some friends, family or co-workers when appropriate as you plan to come to these events. We are also open to hosting our workshops and seminars at your place of business, organizations or local groups. Please let us know which topic you would like us to present.
All the best!
Dave and Russ
What a busy summer it's been! We are enjoying many opportunities to say thank you and spend time with our clients, meet new people, and we're having a bunch of fun doing so.
Thought we'd give you a summary of the various events we have or are hosting so you can get it into your calendar.
• Women & Wine at Apex Beverage Co. 6 O'Clock in the evening every third Thursday of the month. We invite all women to join us for an after-hours networking social. Upcoming dates: Aug 20th, Sep 17th, Oct 15th...every third Thursday!
• How to Fund a College Education: Aug 27th, 6pm @ Rey's Restaurant Raleigh. All invited to come. Please RSVP.
• Insuring What Matters Most: Sep 24th, 11:30am @ Fleming's Crabtree Valley Mall. All invited to come. Please RSVP
•
• NEW Whiskey Tastings: A fun evening meeting new friends and exploring the history, creation, and taste of whiskey! Tir na nOg Irish Pub in Raleigh, Second Tuesday of every month from 7-9pm (Sept 8th, Oct 13th, Nov 10th, Dec 8th).
• Others: Past and Upcoming Event
> Estate Planning and Charitable Gifting seminar-June 6th
> Durham Bulls baseball night -June 22d
> "Story of the American Millionaire" seminar and networking event- June 23d,
> "Power Women, Financial Solutions" workshop/seminar-July 23rd,
> Socially Responsible Investing, workshop/seminar-August 5th
> Taking Charge of your Retirement Income-August 13th,
> Private wine tasting for "Chix in Business"-September 3d,
> Pumpkin Patch family fun day- Hay rides, corn maze, and much more for children of all ages! October 10th
We'd love for you to invite some friends, family or co-workers when appropriate as you plan to come to these events. We are also open to hosting our workshops and seminars at your place of business, organizations or local groups. Please let us know which topic you would like us to present.
All the best!
Dave and Russ
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Comment Wall (18 comments)
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Looks like you also work with an interesting crowd- entrepreneurs often have a unique energy that can be contagious!
All is well. Hope you enjoyed your holidays and I look forward to keeping in touch.
Julie
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