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UPCOMING EVENT

Charlotte Business Owners Networking Night

Featuring Fred Villagonzalo of Freedom Equity Group & Carolina Strategic Group

Thursday, September 24, 2026 | 6:00 PM–9:00 PM | Distro Beer Hub | Charlotte, NC

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Attendees will have the opportunity to:

  • Connect with local business owners and professionals

  • Build valuable referral and strategic relationships

  • Exchange ideas with other entrepreneurs

  • Hear insights from featured business speakers

  • Meet the FEG and CSG team at our dedicated table

This networking night brings together Charlotte-area business owners and decision-makers for genuine conversations, new relationships, and potential opportunities for collaboration.

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UPCOMING EVENT

Leverage What You've Already Built

Featuring Fred Villagonzalo of Freedom Equity Group & Carolina Strategic Group

Saturday, September 25, 2026 | 10:30 AM – 12:30 PM EST | 1200 The Plaza, Suite G, Charlotte, NC

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During this presentation, we’ll discuss:

  1. Ways to expand the value you provide to clients

  2. Strategies that may help strengthen client relationships and retention

  3. Life insurance and financial strategies, including Term Insurance, Indexed Universal Life (IUL), Annuities, and Executive Bonus Plans

  4. How living benefits may provide financial protection following certain qualifying illnesses or conditions

  5. Ways professionals may incorporate additional services into an existing business or practice

  6. Partnership opportunities for those interested in learning more

Join Carolina Strategic Group for an in-person presentation designed for business owners and professionals who want to explore strategies that may complement their existing business and client relationships.

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Deepen Your Understanding

Educational Workshops & Webinars

Join our expert-led sessions designed for individuals, business owners, and financial professionals. Discover strategies to protect what matters most.

IUL Strategies Workshop

Executive Bonus Plan Seminar

Professional Networking Event

Explore the power of Indexed Universal Life for cash value growth and financial protection. Learn how IUL can fit into your long-term plan.

Understand how Executive Bonus Plans reward key employees and offer significant benefits for both businesses and their leadership.

Connect with CPAs, financial advisors, and business owners in a collaborative setting. Expand your network and share insights.

More Than a Dinner. A Room Built for Meaningful Connections.

On August 20, Carolina Strategic Group joined a select group of established business owners in Charlotte for an exclusive private dinner focused on connection, conversation, and growth.

The evening created an intimate space for business owners to exchange ideas, build new relationships, and connect beyond the typical networking setting.

For Carolina Strategic Group, it was an opportunity to share valuable insights, answer questions, and continue our mission of helping business owners think strategically about protecting and growing what they’ve built.

We’re grateful to everyone who made the evening possible, including Levi, Fred, and Desiree, our fellow sponsors, and Melissa and Philip, who hosted on behalf of Lue and the Yang family. A special thank you as well to Taurin and Rachel of Recalibrate Media for capturing the evening, and Southern Pecans for the beautiful private setting.
It was a great night of meaningful conversations, new connections, and a strong local business community.

August 20, 2026

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Don’t Miss What’s Next

Stay connected with Carolina Strategic Group and join us at our next event.

Visit our past events