Education & Events

We believe knowledge is power. By providing our clients and advisor partners education on different financial strategies, concepts, and solutions, we believe they can feel more confident in their understanding of the financial services field.

We frequently host client appreciation events and presentations that not only celebrate our clients, but also provide them education on a variety of critical topics and frequently asked questions. Past events have addressed individual retirement planning, Social Security, tax planning strategies, business succession planning, retirement plan designs, and simple question and answer forums.

We have an extensive list of topics on which we can present. Please call our office to find out if we have a topic relevant to your group. We host events throughout Maryland and at the convenience of those attending.