Events

A History of Money & Investing from Barter to Bitcoin: Webinar

Please join us for a presentation about the History of Money & Investing from Barter to Bitcoin

Navigating the College Search in a Changing Landscape: Webinar

Navigating the Financial Aspects of Divorce: Webinar

2022 Market Outlook: Webinar

Medicare Annual Enrollment Period - What You Need to Know: Webinar

Client Shredding Event

Bring your documents for an on-site shredding event.

Fourth Quarter Outlook - Waiting for the Dust to Settle: Webinar

Medicare & You: Webinar

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

The DC Metro Area Real Estate Market: Webinar

The Student Debt Crisis: Webinar

2021 Midyear Outlook - Peak Earnings and Inflation Worries: Webinar

Our very own Chris Mellone & Rose Price will host a discussion regarding Cetera Investment Management's recently released Midyear Market Outlook. The presentation will include three themes we see for the Third Quarter, including Peak Economic growth, Rising Inflation, and Return of Volatility.

Cetera's In The Room Series featuring Leslie Odom, Jr.

On Thursday, June 17, you and your family are invited to join us for an invitation-only conversation and performance with a legend in the making: Leslie Odom, Jr.

Savvy Women, Smart Investors: Webinar

Money and finances are the long-standing #1 source of stress in America, and women frequently bear the brunt of that burden. But there are ways you can reduce your financial stress and move forward with a clear vison of your financial future.

8,000 Days In Retirement: Webinar

Retirement is often talked about as an end. You might be focused on how to prepare for it, which is critically important. But if you’re looking at retirement as the final goal, then you might not be preparing in the best way possible. Please join us as Ryan Sullivan goes over the four retirement phases: 1. The Honeymoon Phase 2. The Big Decision Phase 3. The Navigating Longevity Phase 4. The Solo Journey Phase

Second Quarter Outlook - Consumers are Ready for Reopening: Webinar

Please join us for a webinar, "Second Quarter Outlook – Consumers are Ready for Reopening."  Our very own Chartered Financial Analyst, Chris Mellone, will host a discussion regarding Cetera Investment Management's recently released Second Quarter Outlook.

Tax Policy & Potential Legislation in 2021: Webinar

Join VLP Financial Advisors and Wealth Strategist Leslie Geller as she details top tax and planning considerations for 2021.

Demystifying Legal Terminology in Estate and Wealth Transfer Planning: Webinar

2021 Market Outlook – The Road to Recovery: Webinar

Are you wondering what to think of the market now that we’re in the new year?  Please join us for a webinar, "2021 Market Outlook - The Road to Recovery."  Our very own Chartered Financial Analyst, Chris Mellone, will host a discussion regarding Cetera Investment Management's recently released 2021 Market Outlook.

Social Security - Preparing for Retirement: A Webinar

Social Security - Preparing for Retirement: A Webinar

Market & Micro Outlook - A Webinar

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!