Seminars With The Financial Consulate

Have you ever wanted to learn more about personal finance through true education without the sales pitch?  The Financial Consulate’s mission is to reduce the worry and burden of money management.  Thousands of people have achieved this through our educational seminars to businesses, non-profit organizations, associations, municipalities and government agencies with quality education for employees and constituents for over two decades.

As a NAPFA Registered firm, all of our advisors have signed a fiduciary oath pledging to act in client’s best interest at all times and do not accept sales commissions.  The firm’s strict fee-only commitment has driven its devotion to skill, knowledge, and education so your organization doesn’t have to worry about biased information or a hard product sale.  Seminars and speaking engagements are customized for your audience, ranging from a one-hour single topic discussion (like retirement or benefits selection) to comprehensive, multi-day seminars.

If you are interested in having Drew Tignanelli bring his unique style of financial education to your organization, please contact us.

Have A Question?

Loading Events
Find Events

Event Views Navigation

Past Events

Events List Navigation

April 2018

Part II: Using Technology to Make Money Management Easier

April 26, 2018 @ 12:00 pm - 1:00 pm

In Part II, we’ll be discussing how technology can help you plan for and transition into retirement. We’ll learn: What tools can help you maximize social security How to determine when you can retire and what you can spend How to find the optimal Medicare Part D plan Plenty of time for your questions! Register by clicking here.

Find out more »
May 2018

Part III: Using Technology to Make Money Management Easier

May 29, 2018 @ 12:00 pm - 1:00 pm

In Part III, we’ll be discussing how technology can help you: Determine if you need life insurance Calculate how much life insurance you need Ease the burden on your heirs Organize your digital estate Save for college Pay for college Plenty of time for questions! Catch up by watching Part II: Using Technology to Make Money Management Easier

Find out more »
June 2018

Former Gov. Bob Ehrlich, Political Discussion and Book Signing

June 5, 2018 @ 6:00 pm - 8:00 pm
Hayfields Country Club, 700 Hayfields Road
Hunt Valley, MD 21030 United States
+ Google Map

Former Gov. Bob Ehrlich Book Signing and Political Commentary The Financial Consulate cordially invites you to join us at Hayfields Country Club for a perspective on the current political climate by Former Governor Bob Ehrlich, as he discusses his new book, “Bet You Didn’t See That One Coming: Obama, Trump and the End of Washington’s Regular Order.” The Financial Consulate does not endorse any political party or individual but does believe in cordial discourse, the exchange of opinions and is…

Find out more »
October 2020

Top 6 Financial Myths vs. Reality

October 23, 2020 @ 12:00 pm - 1:00 pm

Hosted by Drew Tignanelli, CPA, CFP® on October 23rd at 12 PM It’s essential you know the truth Register Now

Find out more »
November 2020

What Now Since We Know the Election Outcome

November 20, 2020 @ 12:00 pm - 1:00 pm

Join us on Friday, 11/20, as Drew Tignanelli will discuss various tax, investment, and retirement planning strategies that you should consider now that we know the outcome of the 2020 Presidential Election.

Find out more »
January 2021

Timing is Everything! – Beginning of Year Financial Planning Strategies

January 29 @ 12:00 pm - 1:00 pm

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 your advisor should be considering.

Find out more »
+ Export Events