Past and Upcoming Events

See an event you want to attend? Call us today or  RSVP by email.

 

Upcoming events

These are events that we are either hosting or supporting as a sponsor.

 

 

 

 

Please contact our office for additional information on any of these events.

 

Previous events

October 2016

 

May 2016

On May5, 2016, DWS hosted our spring educational event at Lupo's Italian Steakhouse in Dyersburg, TN. In revelence to the date, we used a Cinco de Mayo theme for food and decor. Matt Gardner with Jackson National Life was our guest speaker for the evening and presented an interesting and informational "Tax Tactics Strategies" presentation to our guests. Chad also gave a current market update. Attendees enjoyed a fresh fajita bar and festive libations. 

 

 

On May 3, 2016, DWS and White & Associates co-sponsored and shared the spotlight at the Obion County Chamber of Commerce's "Business After Hours" event held at Discovery Park of America in Union City, TN. The staff of DWS enjoyed using this opprotunity to meet and network with Obion County chamber members. 

 

March 2016

As part of our "Health, Wealth and Happiness" 2016 seminar series, Gary Stringer of Stringer Asset management vistied our office to present an informational market update to attendees. Lunch was provided to attendees, as well. 

February 2016

DWS held our annual charity event at McIver's Grant Public Library on February 11, 2016. We held a silent auction in which communtiy members and business owners donated items to be auctioned with all proceeds to benefit the library. We raised $3,530 from auction proceeds and donationsthat evening. Atendees enjoyed great food, wine and entertainement while supporting a great landmark and resource for our communtiy, the McIver's Grant Public Library.

  

November 2015

We held our bi-annual educational event on November 5, 2015 at Lupo's Italian Steakhouse feauturing guest speaker Ken Parrish of Franklin Templeton Investments. Ken spoke on an informational presentation titled, "Time to Take Stock". Chad gave a current market update presentation to attendees, as well. 

May 2015

Davis Wealth Services hosted "Business After Hours" to celebrate moving to our new office location at 575 Mall Blvd., Suite C in Dyersburg, TN. DWS enjoyed welcoming the Dyersburg-Dyer County Chamber Members and other members of the communtiy into our the space. 

February 2015

This is our annual appreication event where we welcome clients, friends and partners to show our appreciation for our relationship as well as their trust and confidence in us.  This was the 14th year.  Always incorporating a charity auction into this event, we raised a little more than $4,000.00 to go towards the local Mission Blitz care of Mathew 25:40.

 

October 2014

 

 

Educational Event with guest speaker from Eaton Vance to discuss money and politics, a market update from Chad and special guest, Congressman Stephen Fincher.

May 2014

Annual Charity Event with guest speaker Jeff Saut.  Wine tasting by Silver Oak and Twomey Properties; Food by Lupo's;  Entertainment by Magician Brian Starron and Musician Rick Williams with guest speaker, Chief Investment Strategist, Raymond James Financial, Mr. Jeff Saut.  What else could you ask for?  We raised over $7,000.00 for two local charities to boot!  To see pictures from the event, click here.

 

February 2014

"Wine Wars" We work hard so here was an opportunity to play hard.  There was no reason to be there other than to relax, have some great food, learn about wines and spend time with friends old and new.  A great time was had by all.

"Wine Wars", The Library, February 2014

The 2009 Domaine Serene Pinot Noir was the overwhelming winner.  Thanks to City Liquor and Burt Chandler for co-sponsoring this event.  We had five participants able to guess 2 of the 3 vintages.  No one guessed the Spanish Meritage.  Those tricky blends!

October 2013

"Investing During Uncertain Times
  - Matt Gardner of Jackson
Jeopardy- a series of Q & A on relevant financial current events

- Chad Davis, CFP
aka, Chad Trebek  

 

 

 

 

 

 

 

 

 

 

 

Chad Trebek was back in Dyersburg!

 

 

 

 

 

 

 

 

The Farms, October 2013

July 2013

2nd Annual Crawfish Classic.  See below.

May 2013

Spring Presentation
  - Brian Campbell of Fidelity Investments spoke to us about U.S. Equity
  - Ms. Linda Weeks from Dyersburg State Community College explained the iPad and other technology for all generations

Lupo's, May 2013

February 2013

Client Appreciation Event
   - A social event that included a silent auction with special guest Coach Phil Fulmer in attendance.

(Jennifer, Chad and Ches Davis, Phil Fulmer, Kalli Lipke, Kim Bevis)

October 2012

“But What if I Live? The American Retirement Crisis.”
   - Matt Gardner of Jackson
Jeopardy – a series of Q & A on relevant financial current events
   - Chad Davis, CFP ®

(Matt Gardner with Chad "Trebek" Davis)

July 2012

1st Annual Crawfish Classic.  We co-founded this event with other local business owners for three reasons.  First to showcase our local golf club to regional golfers.  We think The Farms is one of the highest quality golf courses in Northwest Tennessee.  Two, we wanted to market our business'.  Three, we wanted to have fun.  It doesn't get too much better than Crawfish, Golf and some great entertainment!  If you would like to get involved, just call the office and ask for Chad.

May 2012

Frozen in the Headlines
   - Brian Campbell of Fidelity Investments
A Market Update
   - Chad Davis, CFP ®

(Brian Cambell and Chad Davis)

February 2012

Annual Business Appreciation Event

 - A social event with a silent auction to benefit local charities

October 2011

“Retirementology, the Psychology of Retirement”
   - Matt Gardner of Jackson
A Market Update
   - Chad Davis, CFP ®

May 2011

Southern Sun Asset Management Luncheon

 

February 2011

Annual "Business Appreciation Event"
   - A social event that includes a silent auction to benefit local charities

 

May 2010

Effective uses of trusts in your estate plan presented by Chad Davis, CFP, Davis Wealth Services

Estate Law Update, presented by Doug Wilkerson, Wilkerson, Gualdin, Hayes and Jenkins

 

 

 

** Raymond James' sponsorship, endorsement, association or affiliation of/with any of the organizations listed above or their activities is not implied nor should it be inferred.