Workshop
Events
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Women, Wine, & Wisdom™ – Tax-Efficient Philanthropy
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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Retire on Purpose
ZoomRetirement isn’t just about finances—it’s about living your best life. Retire on Purpose helps you discover your passions, identify your goals, and design a fulfilling post-career life. This engaging workshop …
Free -
Health Savings Accounts – How to Make them Work for You
ZoomJoin us for an informative session on Health Savings Accounts (HSAs), including what they are, who is eligible, and how they can play a valuable role in managing rising healthcare …
Free -
Elementary School Allowance Workshop
CovingtonAlsina, 67 West St #200, Annapolis, MD 21401, USAJoin us for a fun, hands-on workshop that teaches kids how to make and manage money. We'll discuss the four things you can do with your money: Save, spend, give, …
$25 -
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 -
Social Security – Understanding the Ins and Outs of Social Security
ZoomGet information you need about Social Security—from when to claim benefits to understanding spousal options and retirement age. This comprehensive webinar answers your questions and provides the knowledge to help …
Free