Bermuda Run, North Carolina Fee-Only · Fiduciary Established 1985
Recent Event  ·  A Cybersecurity Seminar
Held Tuesday, October 6, 2026

Securing Your Digital Life.

Cybersecurity is no longer optional. It is essential.

For many firms and their clients, gaps in digital security can make them prime targets for financially motivated cybercriminals. On October 6, Fidelity’s Enterprise Cybersecurity team joined us for an evening on today’s evolving cyber fraud landscape, the measures Fidelity takes to safeguard client accounts, and the practical steps individuals and families can take to become harder targets.

The evening also included brief remarks on the markets from our advisory team. Thank you to everyone who joined us, and to David McSweeney and the Fidelity team for leading the evening.

Session Recording

Recorded Tuesday, October 6, 2026. Questions about protecting your accounts are always welcome at (336) 998-7000 or woodard@wcamg.com.

Our featured speaker.

David McSweeney, Vice President, Enterprise Cybersecurity Group, Fidelity Investments
David McSweeney
Vice President, Enterprise Cybersecurity Group, Fidelity Investments

David McSweeney brings nearly thirty years of experience in cybersecurity and investigations. He leads a team within Fidelity’s Enterprise Cybersecurity group focused on educating institutional and strategic clients on emerging cybersecurity and fraud threats, work that reflects Fidelity’s commitment to cybersecurity, technology risk management, and data privacy. He previously directed client incident response efforts within Fidelity’s Financial Intelligence Unit, and his background includes work at a global consulting firm specializing in digital forensics and cyber incident response, as well as a twenty-four year law enforcement career focused on cyber investigations.

Community Event
Saturday, April 24, 2027  ·  Bailey Park, Winston-Salem

The Brenner Children’s 5K.

A 5K race and a one-mile fun run, with all proceeds benefiting Brenner Children’s Hospital.

On Saturday, April 24, 2027, Woodard & Company will host the first Brenner Children’s 5K at Bailey Park in downtown Winston-Salem. Alongside the 5K, a one-mile fun run is open to families and runners of every age and pace.

The Woodard family served as Co-Chairs of the 2025 Cheers! event benefiting Brenner, and this race is a natural extension of that partnership. Registration details and the course map will be published as the event approaches. To be notified when registration opens, please write to us at woodard@wcamg.com.

Sponsorship opportunities.

Businesses and individuals interested in sponsoring the race are invited to contact us by email at woodard@wcamg.com.

Educational Seminar Series

Learning as a service.

We have always believed that an informed client is a better client, for themselves and for the firm. Our educational events are built on that premise.

Each year the firm hosts two seminars at country clubs across the Triad. Each seminar is open to the public and there is no cost to attend. Please join us, and please bring a friend.

Seminar Series i.
Spring 2027  ·  Country clubs across the Triad

Wealth Unlocked.

The hands-on investing seminar. A practical guide to investing on your own, with confidence and a clear plan.

Wealth Unlocked is built to show attendees how to invest for themselves. It walks through the decisions every self-directed investor faces: choosing the right accounts, from brokerage accounts and IRAs to Roth IRAs and workplace retirement plans; setting an asset allocation that fits your time horizon and tolerance for risk; building a diversified portfolio with low-cost funds; reading the fees that quietly drag on long-term returns; and rebalancing with discipline rather than emotion. Along the way, the session covers the power of compounding and the common behavioral mistakes that cost investors the most.

For those who may one day want help, the session also explains what to look for in an advisor, including the difference between fee-onlyFee-OnlyA firm compensated exclusively by its clients through agreed-upon advisory fees. Fee-only advisors accept no commissions, revenue-sharing, or soft-dollar arrangements from product providers.Close × fiduciaryFiduciaryA person or firm legally required to place the interests of its clients above its own at all times. A fiduciary must disclose conflicts of interest and recommend only what is in the client’s best interest.Close × advice and commission-based sales.

Who should attend.

  • Those who are new to investing and want to start on solid footing
  • Self-directed investors who want a sound framework for managing their own accounts
  • Professionals and business owners who want to make more informed decisions about their money

The session is educational, not a sales pitch. Attendees leave with a practical framework they can put to work on their own.

Seminar Series ii.
Fall 2027  ·  Country clubs across the Triad

Retirement Mastery.

The flagship seminar. Designed for those within fifteen years of retirement, or already in it.

The content moves attendees from the anxiety that often surrounds retirement income into the clarity of a concrete plan. The session covers comprehensive financial planning, cash flow and budgeting, goal-setting, Social Security optimization, tax efficiency, Roth conversion strategy, income planning and withdrawal sequencing across taxable, tax-deferred, and tax-free accounts, portfolio construction for income and longevity, healthcare and Medicare basics, and estate and legacy planning.

Who should attend.

  • Individuals and couples within fifteen years of retirement
  • Those already retired who want a second opinion on their income plan
  • Anyone concerned about whether their savings will actually last

The session closes with the opportunity to schedule a complimentary portfolio review with our team.

Our Firm Initiative
May 2027

Women Talk Money.

A Woodard & Company series, organized by Joan Woodard, built to empower women to take greater ownership of their finances, and of their lives.

Women Talk Money is a firm initiative organized by Joan Woodard, Chief Financial Officer of Woodard & Company. Its purpose is to help women take control of their financial lives, and their broader personal lives, with greater confidence, clarity, and independence. The emphasis is on building strength and awareness in the areas that affect both financial decision-making and life decision-making. The spirit of the event is educational, encouraging, and confidence-building, rather than overly technical or sales-oriented.

The series is intentionally broader than a typical market seminar. Each session brings together a panel of accomplished women from a range of professional backgrounds, so that attendees hear practical perspectives on money, planning, confidence, decision-making, and life transitions from several angles at once. The format is approachable, the tone is conversational, and the emphasis throughout is on real-world insight rather than lecture.

Women Talk Money is not a one-off event. It is a series, held on an ongoing basis, and open to clients, friends of the firm, and anyone in the community who would benefit from the conversation.

What the series is built on.

  • Financial empowerment. Confidence in the decisions that shape a life.
  • Practical guidance. Real-world insight over textbook theory.
  • Multi-disciplinary perspective. Panelists drawn from a range of professional backgrounds.
  • Real conversation. Approachable setting, candid discussion, no sales pitch.
  • Confidence and control. The outcome we care most about.

The next session is planned for May 2027. Details and registration are announced through the firm and by direct invitation. To be notified of the next session, please request an introduction →

Webinar Archive

Missed a session?

We record our seminars and post them here, so those who cannot attend in person do not miss the content.

Each of our seminars, Wealth Unlocked and Retirement Mastery, is recorded at its live session and made available afterward as an on-demand webinar. The format is the same as attending in person: the same content, the same presenters, and the same closing opportunity to schedule a conversation. The archive is updated after each session airs.

The recording of our October 2026 cybersecurity seminar is available above. To be notified when new recordings are added, request an introduction →

Request an Introduction

Join us at an upcoming event.

Request an introduction to be added to our event invitation list. We look forward to meeting you in person.

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Office
117 Kinderton Blvd.
Bermuda Run, NC 27006
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Hours: Monday through Friday, 8:30 – 5:00  ·  Closed on Market Holidays