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TheTerrace
MEMBERSHIP

The Council is the best place to build your professional network, enhance your knowledge base, and grow your practice. You will find a multidisciplinary community of accomplished professionals, including CPAs, attorneys, insurance experts, financial advisors from all disciplines—providing an immediate network of collaborators available to you, NOW.


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PARTNER WITH THE COUNCIL

We have almost 200 members and reach an additional 1,700 financial professionals in central NC. Our Council holds over 25 events each year and we draw professionals from all over NC. Our membership meetings typically draw over 75 professionals. As the premier forum for financial professionals in the Triad, we invite you to join us.


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Upcoming Events
Upcoming Events

Mission Statement:
To advance the professionalism and interdisciplinary cooperation of our diverse membership so they may better serve the needs of their clients. To that end, we are committed to providing cutting-edge continuing education that fosters excellence, success and the highest ethical standards. We have created a home for deeply connected professionals that share the core values of honesty, commitment, and diligence.

What does it mean to be a professional? This is one of the
best definitions we've seen.
Professionalism