Workshop
Events
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Middle School Financial Literacy Workshop
CovingtonAlsina, 67 West St #200, Annapolis, MD 21401, USAThis workshop is designed to help middle school students (ages 12-14) make educated financial decisions as they enter into the next phase of life. We’ll talk about how to manage …
$25 -
Women, Wine, & Wisdom™ – Estate Planning
Rams Head Tavern 33 West Street, Annapolis, United StatesWomen deserve a safe, supportive space to discuss their finances without feeling overwhelmed. That’s why we created Women, Wine & Wisdom™—a relaxed event where you can connect with other women, …
$35 -
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Healthcare in Retirement
VirtualNavigating healthcare in retirement can be complex. This workshop provides an A-Z guide on Medicare and other healthcare options, ensuring that you’re informed about your choices during retirement. Register here! …
Free -
Retirement Homestretch
ZoomAs retirement nears, are you confident you’re preparing the right way? Retirement Homestretch covers what you need to know about the final ten years leading up to retirement. Focus on …
Free -
Healthcare in Retirement
VirtualNavigating healthcare in retirement can be complex. This workshop provides an A-Z guide on Medicare and other healthcare options, ensuring that you’re informed about your choices during retirement. Register here! …
Free -
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Tax-Efficient Philanthropy: Giving and Its Effect on Your Taxes
ZoomLearn how to get the best tax return value from charitable contributions. You will hear insights on avoiding capital gains taxes on appreciated stock, giving from IRAs, maximizing tax deductions …
Free