

Join us for a virtual lunch & learn focusing on Financial Peace, Self Care, and Mental Wellness. Featuring estate planning attorney Hailey E. Hawkins, JD; family law attorney Joy M. Chappell, JD; and licensed mental health therapist Sonyia Richardson, Ph.D., MSW, LCSW. Our panel discussion will be facilitated by successful entrepreneur and leader of Women’s Inter-cultural Exchange, Rhonda Caldwell.
Clients & Friends Appreciation Event

Presented by Worth Advisors
In May, A STEP UP will celebrate 10 years of inspiring and educating NCAA Divisions I, II, and III men and women assistant college basketball coaches. For their 10 year anniversary, founders Johnny and Felicia Allen established A STEP UP Assistant Coaches Hall of Fame sponsored by Glen Wright of Worth Advisors. Hall of Fame inductees will be formally recognized on May 7 during the Symposium Legend’s Breakfast in Atlanta. The 2019 A STEP UP Assistant Coaches Hall of Fame includes:
TIME
December 6th, 2017
5:00PM – 6:30PM
LOCATION
Shook Kelley
2151 Hawkins St. #400,
Charlotte, NC 28203
RSVP REQUIRED
TIME
March 16th, 2017
6:00PM – 8:00PM
LOCATION
Conference Room
5600 77 Center Drive
Charlotte, NC 28217
HOW MUCH
Free Event
RSVP REQUIRED
A workshop to help start-up and established entrepreneurs examine the feasibility of their small business idea in the current market.
- Business plan development
- Legal Entity
- Business Formation and Managing Risk
- Assess your personal/ business report card
- Tax strategies that are usually reserved for the ultra wealthy
- Growing your business without diminishing your net worth
TIME
February 14, 2017
11:30AM – 1:30PM
LOCATION
Covenant Presbyterian Church,
1000 E. Morehead St,
Charlotte, NC 28204
HOW MUCH
Free Event
RSVP REQUIRED
TIME
September 29, 2016
11:00AM – 1:00P
LOCATION
Levine Museum of the New South
200 E. 7th Street
Charlotte, NC, 28202
HOW MUCH
Free Event, Lunch included
RSVP REQUIRED
Jennifer Davis
Jennifer P. Davis & Associates, LLC
Biography
Astrid Chirinos
Latin American Economic Development Corporation (LAEDC)
Biography
Dr. Heather Brown
Women + Girls Research Alliance at UNCC
Biography
Natalie Williams
Women’s Business Center of Charlotte
Biography