A Queen City Celebration: Meet JGUA’s Board of Directors
For the first time in the history of John G. Ullman & Associates, Inc., our Board of Directors Meeting will be hosted at our newly opened location in Charlotte, North Carolina!
To celebrate this momentous occasion, we are organizing a special event which will take place on Monday, September 9th from 6 p.m. to 9 p.m. at the Beau Monde Collector’s Room (2122 Freedom Dr D, Charlotte, NC 28208).
This event will provide an excellent opportunity to connect with our Board of Directors, the JGUA Charlotte Team, and other key figures within firm leadership. Leadership members in attendance will include JGUA Founder, Chairman of the Board of Directors & Chief Executive Officer, John G. Ullman, and President & Chief Operating Officer Jason Nickerson, CFP®, EA.
As part of the “Queen City Celebration”, guests will have the chance to enjoy catered food and drinks while mingling with members of the JGUA team, Board of Directors, and fellow attendees.
We request your RSVP using the form below as early as possible, or by Monday, September 2nd, indicating the number of people in your party to allow for a proper food and drink count. Please feel free to reach out with any questions about the event at 607-936-3785 or by contacting your advisor or relationship development representative. We hope to see you there!
When? – Monday, September 9th
Where? – The Beau Monde Collector’s Room – 2122 Freedom Dr D, Charlotte, NC 28208
How to Register? – Use the form below! Please register by Monday, September 2nd
*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.