LAKE NORMAN CHAMBER - Business BeforeHours

Description

Join Us for Business BeforeHours with Bookman Bright

The Lake Norman Chamber of Commerce invites you to join us for our upcoming Business BeforeHours networking event, graciously hosted by Bookman Bright Retirement Planning & Capital Management.

📅 Date: Tuesday, August 12, 2025
⏰ Time: 8:30 AM – 10:00 AM
📍 Location: 209 Delburg Street, Suite 205, Davidson, NC 28036

Bookman Bright Retirement Planning & Capital Management is a trusted, Davidson-based registered investment advisory firm committed to helping individuals and business owners navigate the complexities of retirement and financial planning. Founded in 2019 by seasoned financial expert David Hedges, the firm brings a deeply personalized approach to wealth management—shaped by David’s decades of experience with renowned institutions like John Hancock, A.G. Edwards & Sons, Raymond James Financial Services, and Regal Investment Advisors.

Bookman Bright specializes in serving clients who are approaching or already in retirement, including business owners, recently divorced or widowed individuals, and those seeking thoughtful, strategic planning. Their comprehensive services include investment management, retirement income planning, estate planning, and tax strategies—each tailored to the client’s unique goals and circumstances.

The team includes Client Services Manager Jennifer Catalano, Financial Planning Administrator Lori Bass, and Tax Accountant David Altshuler, all of whom bring extensive expertise and a shared commitment to guiding clients toward long-term financial security.

In addition to financial planning, Bookman Bright also offers comprehensive business consulting services. Through a personalized, strategic approach, the firm works closely with entrepreneurs, executives, and business owners to improve operations, manage growth, and strengthen financial health. Their consulting practice helps organizations identify inefficiencies, implement performance-enhancing solutions, and align business practices with long-term objectives. Whether you're a small business looking for sharper financial controls or a growing company navigating transitions, Bookman Bright provides insight, experience, and a steady hand to guide you forward.

This Business BeforeHours event is a great opportunity to:

Network with local professionals in a relaxed, engaging environment

Learn more about the holistic services and personalized strategies offered by Bookman Bright

Explore their consulting capabilities and how they support business success across industries

Build new partnerships and deepen community connections

You will be starting your morning right at this upcoming Business BeforeHours and have the opportunity to enjoy a curated breakfast experience generously provided by Nick Lyssikatos, owner of Brickhouse Tavern. Renowned for their elevated tavern fare and inviting atmosphere, Brickhouse delivers bold flavor and quality with every bite. Don’t miss this opportunity to network over an exceptional morning meal and start your day with purpose.

📩 Please RSVP at your earliest convenience to help us prepare for your attendance. We look forward to seeing you there as we celebrate a morning of meaningful connection and professional growth!