Upcoming Events

Phone Consultations

15-minute phone consultations are available Mondays from 9am-noon.  

Upcoming Workshops and Webinars

Social Security Planning for Baby Boomers

403(b) 101 (Webinar) 

Pension Maximization

Live -

Medicare and Long Term Care Planning (Live)


Retirement Income Planning  (Webinar)

Client Appreciation Events

Client Happy Hour in Rockville - bring a friend!

Gordon Biersch

Thursday, October 8th, 4-6pm

Client Happy Hour in Frederick - bring a friend!

Brewer's Alley

Thursday, October 15th, 4-6pm