Cary In Action
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2024 Information Technology Senior Management Forum (ITSMF) Conference: Atlanta, GA
As he's done since 2011, Cary delivered his financial planning and wealth management masterclass in Atlanta, GA to senior-level IT leaders from companies across the nation. These IT managers and directors were provided with an extraordinary amount of strategies and tools to help them achieve their goals.
2024 ITSMF Awards Gala at The InterContinental Hotel: Atlanta, GA
Cary frequently attends the ITSMF symposium, including the Awards Gala, and has been a proud sponsor over the years.
2024 Wealth Management Networking Dinner and Discussion at The Oceanaire Seafood Room: Atlanta, GA
Cary hosts many networking dinners and financial planning and wealth management discussions with his clients and high-net-worth individuals in various cities across the United States.
2023 National Bar Association (NBA) Judicial Council Mid-Winter Conference: Dubai, UAE
As a proud partner of the National Bar Association since 2002, Cary was honored and delighted to be a platinum sponsor to an organization that hails some of the most prestigious and influential African American judges across the US. He energized and inspired the judges with one of his retirement Masterclasses, some of whom have been clients of his for over twenty years.
2022 Black Entertainment and Sports Lawyers Association (BESLA) Conference: Cancun, Mexico
Cary has been a fixture at the annual BESLA conference since 2009. This year, Cary was a silver sponsor and guest moderator for the "Wealth, Culture and Capital" panel, which included BELSA Chairman Leron Rogers, Limited Ventures general partner Kai Cunningham, and Former NFL player and current Wharton Professor Brandon Copeland.
2023 National Bar Association (NBA) 98th Annual Convention and Exhibits: Minneapolis, MN
Cary was honored to continue his platinum sponsorship with the NBA's Judicial Council, delivering part two of his Retirement Masterclass to over 70 judges at the NBA Conference in Minneapolis, MN. He was a sponsor of the NBI golf tournament and by request, over the course of the week, he made himself available to attorneys and judges for one-on-one planning sessions.
2023 Shades of Mass Second Annual Conference: Miami, FL
Cary enjoyed supporting his longtime friend and colleague, Benjamin Crump, by attending his Shades of Mass conference. Several judges who are clients served as panelists and their sessions were well attended. Cary plans to continue supporting Shades of Mass and looks forward to delivering his masterclass at future conferences.
2023 Leadership Institute for Women of Color Attorneys (LIWOCA) Annual Conference: Washington, DC
Cary has also provided his signature masterclass to the attorneys. He covered topics such as retirement planning, charitable gifting, and providing generational wealth.
The Association of Black Women Attorneys-New Jersey Chapter (ABWL-NJ)
Cary has been a speaker and a sponsor for ABWL-NJ since 2015. In addition to sponsoring numerous conferences and jazz galas, he has also provided his signature wealth management masterclasses. He focuses on topics such as retirement planning, wealth building, tax-efficient investing, and setting up a legacy for their families.