We will be conducting monthly webinars hosted by various members of our accredited team to discuss a variety of financial planning topics and help educate our viewers. Follow us on our social media platforms to know when our upcoming webinars will air live. Recordings of our previous webinars can be found here.
Join us on Friday, January 29th at 12 PM, as Drew Tignanelli with be discussing the benefits of taking your Required Minimum Distribution at the beginning of a year, as well as making Qualified Charitable Distributions early in the year. He will also be discussing the benefits of Roth Conversions and what factors you and…Read More
Do you work at Johns Hopkins University? Join us on Friday, December 18th at 12 PM for our webinar discussing various planning strategies specific to JHU employees. Watch NowRead More
Hosted by Madison Bennett, CFP® & Christina Vaughn – August 2020 In this Webinar, Madison and Christina discuss a variety of education planning topics including college tuition & expense costs, education savings vehicles, students loans & much more. Watch Now Access Passcode: thck6!ybRead More