Helping Clients Grow &
Protect Wealth Since 1985
CFN Planning Team
Our Unique Process
Wealth Management Services
Insurance Planning Services
Price French Newsletter
Chip Roe Newsletter
Articles and COVID 19 information
Here you will find articles about the Potter Financial Group, as well as information on workshops, charitable activities, and social events we have held for clients and guests.
Potter Educational Workshops:
September 18, 2019 “4 keys to a Family Caregiving Challenge” with special guest Caryn Utberg, Senior Care Management
February 7, 2019 “Investment & Market Update” with special guest Michael Cole, Clark Capital Management Group
October 22, 2018 “Potter Financial Town Hall Forum” with Chip Roe, Price French & Miles Pfeifer, CPA
January 14 – 17, 2020 - Chip Roe attended a 3 day intensive retirement and tax planning workshop in Atlanta covering important changes from the new SECURE Retirement Act and the recent 2018 Tax Cuts and Jobs Act. Combined, these two legislative acts bring far reaching changes that impact nearly every person and business.
December 2019 – PFG Cares is a proud sponsor of the Urban Ministries of Durham
October 2019 – Chip Roe & Price French attended the 2019 Commonwealth National Conference in Denver, Colorado where they connected and collaborated with peers, colleagues and industry partners. Special TED presenters including Dr. Elizbeth Dunn, Juan Enriquez, Beau Lotto and Baratunde Thurston provided a unique theme to inspire thinking and creative ideas for the future.
September 2019 – PFG Cares is a proud sponsor of the Exchange Family Center’s 50
anniversary golf tournament
June 2019 – Potter Financial Group celebrates its one year history with the Commonwealth Financial Network
June 2019 – PFG Cares is a proud sponsor of Swing Pals
May 2019 – PFG Cares is a proud sponsor of the Durham Blues & Brews Festival