Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Client Appreciation Event
We are hosting a Client Appreciation Event to demonstrate how thankful we are for our relationship with you! We truly appreciate your trust in our team!
For the upcoming holiday season, we are giving back by collecting nonperishable items for Assistance Center of Towson Churches. Please help us make a difference for someone this holiday and bring an item to donate to the cause!
Bring the family, friends, and a nonperishable item(s) for a fun night with food & drinks on us!
Recent Event: Life Happens
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.
Recent Event: Simple Safeguards from Cybercrime
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.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: The Washington Update
An overview of the political environment, prospective legislation, and strategies for investment and retirement planning.
Up Next: Tax & Estate 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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
