Events

Join us on Saturday, October 7th, 2023 from 9am-12pm. Bring in your tax and other confidential documents for safe and environmentally-friendly shredding. The event is also benefiting Socktober - a charitable initiative that provides socks to homeless shelters. A dropbox will be available. Any donation of new socks will be appreciated.

JOIN US! COMMUNITY GIVE BACK! The Bel Air office of Janney Montgomery Scott LLC has been a proud member of the community for years. The purpose of this partnership is to support organizations that work to meet specific needs within our local community. They help the homeless and feed those who are without food. Won’t you join us in reaching out to others? ANNA’S HOUSE MONETARY DONATIONS: Checks payable to Anna’s House WISH LIST: cleaning products, paper products, gift cards to local food stores or Target, Walmart, Wawa (gas) MD FOOD BANK MONETARY DONATIONS Checks payable to Maryland Food Bank WISH LIST: non-perishable food items Donations will be accepted in person at our office and by mail from December 1st - 31st. THANK YOU FOR YOUR SUPPORT! WE APPRECIATE YOU!

Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.

In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.

What does “feeling your BEST” look like?

What’s next for the economy and markets?

An overview of the political environment, prospective legislation, and strategies for investment and retirement planning.

Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.