Events

Client Shredding Event

Have the last few months afforded you some extra time to clear out unneeded paperwork and files? If so, bring us any sensitive documents that you no longer need to keep, and we’ll have a certified shredding company available to handle the destruction of those documents.

Medicare & You - Understanding Your Medicare Choices: Webinar

Please join us for a webinar, where you will learn about the Medicare options and better understand Medicare Parts A, B, C, D and MediGap (Supplement) Plans.

Talking to Your Parents (or Adult Kids) About Finances: Webinar

10 Principles of Long-Term Investing Resilience: Webinar

Join us for a complementary 1 hour webinar where Emily Dupree of MFS Investments will present 10 Principles of Long-Term Investing.

PurpleStride Walk

5k run/1 mile walk - come run/walk with us! Can't make it to DC? Be a virtual team member!

VLP Open House

Come see our newly renovated office!

Walter Reed Medical Center Collection

Through a partnership with the local chapter of the Red Cross we are gathering items for patients and their families in our office from now until the end of May. Click on the title above for a detailed list of what they need.