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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 28, 2020

4:00p - 5:00p

Virtual Seminar

You're Invited to a Virtual Retirement Seminar!

We are going to discuss the 5 key areas of financial planning: • Retirement Income and Distribution Planning • Estate and Legacy Planning • Protection – Insurance Planning • Tax Planning • Investment Planning We will also be discussing the retirement planning challenges and opportunities of the CARES Act and SECURE Act – the changes may have huge tax implications and immediate impact for retirement savers, families with large IRAs, and their beneficiaries. If you have questions, please reach out to Damon at (301) 982-0014. *We’re offering a $50 DoorDash or Grubhub gift card per person with a limit of $100 per household.

Event Registration

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