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Events

Upcoming Events

November 14, 2026

3:00p - 7:00p

The Peacock (2nd Floor)

RSVP

An Evening in the Roaring Twenties

We're turning back the clock to the Roaring Twenties for an evening of celebration, great company, and a little Gatsby-worthy glamour. Join us as we raise a glass to the clients and partners who make everything we do possible. Think live music, cocktails, great food, and good people- the kind of night worth showing up for. Feeling the theme? Twenties attire is welcome but entirely optional. If you plan on enjoying a few drinks we encourage you to use Uber/Lyft for the evening. If you are driving, parking is available at the Concord/Cumberland parking garage. Kindly RSVP by November 5th.

We will share a few quick insights on what we are watching heading into the new year and then hand the night back over to the music. Securities offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. This event funded in part by Athene, Russell Investments, Nuveen, WisdomTree Asset Management, NFG, PGIM, and Lord Abbett

We will share a few quick insights on what we are watching heading into the new year and then hand the night back over to the music. Securities offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. This event funded in part by Athene, Russell Investments, Nuveen, WisdomTree Asset Management, NFG, PGIM, and Lord Abbett

Past Events

October 18, 2025

3:00p - 7:00p

Frederic Payet Gallery

Education Event & Charcuterie Workshop

Join us in the heart of downtown Charleston for a mixer at the Frederic Payet Art Gallery. The afternoon will feature an interactive Charcuterie Experience, where you’ll explore the art of creating beautiful, shareable boards, paired with live music, light bites, oysters, and a curated selection of beer, wine, and cocktails. Attire: Men - Business Casual. Women - Cocktail Attire

October 12, 2024

4:00p - 7:30p

The Harborage of Ashley Marina

Sail & Sip Referral Party

We’re incredibly grateful for your referrals and would like to thank you with an evening of elegance and enjoyment at our Sail & Sip event—your support means the world to us! Set sail with us on Charmed Life Charters, a beautifully appointed vessel ready to host an unforgettable gathering. Enjoy a breezy, sunset cruise while indulging in an array of food and refreshing drinks. Please be sure to arrive no later than 4:15pm as the boat leaves at 4:30pm.

October 10, 2023

5:30p - 7:30p

Billy's House

CSC Wine Tasting Event With Sommelier Simone Gesualdo

We hope you can join us October 10, 2023 at Billy's house on Daniel Island to taste exclusive wines and charcuterie. Our guest speaker is Simone Gesualdo, a Sommelia. He will guide us through wine etiquette including pairing and tasting techniques while answering any of your wine related questions.

May 13, 2023

4:00p - 7:30p

Billy's House

Client Appreciation Event - A French Wine & Charcuterie Experience

To celebrate our success and show how much we appreciate you, our wonderful clients, we are hosting a client appreciation event! We are so grateful for your support, please RSVP to join us in celebration and receive location details - friends and family are welcome.

October 22, 2022

9:00a - 12:00p

Wando High School

Retirement Planning Today Course - October

You can find trendy financial news almost anywhere but it is difficult to use this information to make informed decisions and create a plan for your retirement. This course is designed to save you time by delivering comprehensive, objective knowledge you can easily apply to your situation. When it comes to important subjects like retirement planning, it makes sense to learn from a reliable, trusted source.

September 8, 2022

12:00p - 1:30p

High Cotton

CSC Luncheon and Market Outlook with J.P. Morgan

Join Coastal Strategic Capital for a Lunch at High Cotton to discuss the current economic landscape, outlook for 2022, discuss key drivers and trends taking place in the markets, all while answering your most pressing questions to give you actionable takeaways as we head towards the end of the year.

May 2, 2022

9:30a - 4:00p

Dunes West Golf and River Club

CSC Member-Guest Golf Tournament

We hosted a member-guest to show our appreciation to clients at the Dunes West Golf and River Club. The tournament included a shotgun start at 9:30am followed by lunch and drinks in a private room at the clubhouse.

March 30, 2022

6:00p - 9:00p

Georgia Southern University

Retirement Planning Today Course - March 2022

You can find trendy financial news almost anywhere but it is difficult to use this information to make informed decisions and create a plan for your retirement. This course is designed to save you time by delivering comprehensive, objective knowledge you can easily apply to your situation. When it comes to important subjects like retirement planning, it makes sense to learn from a reliable, trusted source.

January 26, 2022

6:00p - 9:00p

Technical College of the Lowcountry

Retirement Planning Today Course - January 2022

You can find trendy financial news almost anywhere but it is difficult to use this information to make informed decisions and create a plan for your retirement. This course is designed to save you time by delivering comprehensive, objective knowledge you can easily apply to your situation. When it comes to important subjects like retirement planning, it makes sense to learn from a reliable, trusted source.

Will you be able to attend this event?