Showcase Events

Annual Client Event

Every September, Stravolo Wealth Management invites existing clients, prospective clients, CPAs, registered representatives and other professionals and guests to our Annual Client Event held in upstate South Carolina.

At our September 2011 Annual Client Event, various speakers shared information about current tax laws, the current financial markets and our featured speaker was an economist from the Federal Reserve Bank of Richmond, who discussed the state of the economy.

Our next Annual Client Event will be held on Thursday evening, September 20, 2012 in Greenville, SC.

SWM CPA Annual Conference

Held the same Thursday and Friday around our Annual Client Event, Stravolo Wealth Management teams up with A&A Update & Review to present 10 hours of CPE with special speakers.  In 2011, topics included IRA rules, using Linked-In, the various company retirement plan currently available, business consulting, financial planning and a tax update.

Our next 2-day CPA Annual Conference will be held Thursday and Friday, September 20 and 21, 2012 in Greenville, SC.

SWM CPA January Meeting ("pre tax season")

Held each January on the Friday after the 15th of the month, CPAs gather to discuss current tax laws, opportunities during tax season, technical tools, along with retirement planning, business consulting, engagement letters and other various topics.

Our next CPA January Meeting will be held on Friday, January 18, 2013 in Greenville, SC.

SWM CPA May Meeting ("post tax season")

Held each May on the Friday after the 15th of the month, CPAs use this get-away to discuss their previous tax season and share best practices moving forward.  Topics also include practice development ideas for the summer, retirement planning and business consulting, along with other topics to help CPAs "re-charge" their practices.

Our next CPA May Meeting will be held on Friday, May 18, 2012 in Greenville, SC.