Gateway Wealth Management
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2024 Mid-Year Market Update

Please join us for our 2024 Mid-Year Market Update. Justin Waring from the UBS Global Wealth Management Chief Investment Office will discuss interest rates, opportunities for cash, election implications and artificial intelligence. You’ll be able to ask questions towards the end

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17 July , 20242:00 PM - 2:30 PM Eastern
  • Justin Waring - Senior Total Wealth Strategist, UBS Global Wealth Management Chief Investment Office

Zoom Link

Exponential Organizations

How do you keep your business agile and innovative so it can grow? During this event, we’ll be discussing strategies that help businesses thrive in a world of rapid technological change and disruption. This discussion will be based on the book "Exponential Organizations 2.0," which has been used by Fortune 500 and private companies (and even countries). You’ll leave with new ideas and access to online tools to keep up with fast-paced changes in the business environment.

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6100 Fairview Rd, 9th Floor, Charlotte NC 28210

04 June , 20245:00 PM - 6:30 PM Eastern
  • David Kostmayer, Partner, Certified Growth Advisor, GBK Peabody, PLLC

Zoom Link

Wealth and wellness

At Gateway Wealth Management we understand that true wealth encompasses more than just financial success – it extends to your overall well-being.  That’s why we’re excited to invite you to a fun, informative and interactive event.  Our guest speakers will explore practical ways to maintain an active lifestyle with stress management, proper nutrition and exercise.  This event will provide you with valuable knowledge and actionable strategies to enhance your personal well-being.  We look forward to having you join us on March 26th! 

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Greenapple Sports and Wellness, 4601 Park Road, #100, Charlotte, NC 28209

26 March , 20246:00 PM - 7:30 PM Eastern
  • Douglas W. Bradberry, DC, CCSP - Greenapple Sports and Wellness
  • Matt Dengler, M.Ed, MS, RDN, LDN - RxRD Nutrition

Zoom Link

Growing the Value of Your Business

Join us for networking before and after the discussion where you'll walk away with a roadmap to building your business value and limiting your risks.

Topics
-What drives value
-What detracts from value
-Building your team
-Strategies for a changing economy

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Sugar Creek Brewing, 215 Southside Drive, Charlotte NC 28217

30 August , 20233:30 PM - 5:30 PM Eastern
  • David Kostmayer, Partner, Certified Growth Advisor, GBK Peabody, PLLC
  • Michael Stier, Area President, Certified Exit Planning Advisor, FocusCFO

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