Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

September 19
Bethany Blue’s Dinner: “How World Affairs Affect Your Financial Affairs: 2019 & Beyond”
6:00 pm | Bethany Blue’s- Lewes - 18385 Coastal Highway
Lewes, DE 19958 United States
September 19
Liberatore’s Dinner: Retirement 2019- A Changing Economy
6:30 pm | Liberatore’s - 521 Jermor Lane
Westminster, MD 21157 United States
September 24
Bethany Blue’s Dinner: “How World Affairs Affect Your Financial Affairs: 2019 & Beyond”
6:00 pm | Bethany Blue’s- Lewes - 18385 Coastal Highway
Lewes, DE 19958 United States
September 24
Liberatore’s Dinner: Retirement 2019- A Changing Economy
6:30 pm | Liberatore’s - 521 Jermor Lane
Westminster, MD 21157 United States
October 1
Bulls & Bears Dinner: Retirement 2019- A Changing Economy
6:30 pm | Bulls & Bears - 38 S. Potomac Street
Hagerstown, MD 21740 United States
October 3
Bulls & Bears Dinner: Retirement 2019- A Changing Economy
6:30 pm | Bulls & Bears - 38 S. Potomac Street
Hagerstown, MD 21740 United States
October 8
Coaching Class: Separating Myths From Truths
12:00 pm | Montgomery Financial Training Center - 11022 Nicholas Lane Suite 6
Ocean Pines, MD 21811 United States
October 10
Coaching Class: Separating Myths From Truths
5:30 pm | Montgomery Financial Training Center - 11022 Nicholas Lane Suite 6
Ocean Pines, MD 21811 United States
October 15
Ruth’s Chris Dinner: “How World Affairs Affect Your Financial Affairs: 2020 & Beyond”
6:00 pm | Ruth’s Chris Steak House - 11501 Maid at Arms Ln
Berlin, MD 21811 United States
October 17
Ruth’s Chris Dinner: “How World Affairs Affect Your Financial Affairs: 2020 & Beyond”
6:00 pm | Ruth’s Chris Steak House - 11501 Maid at Arms Ln
Berlin, MD 21811 United States

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at (410) 208-1004

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