Generational Wealth Transfer
When discussing your family’s financial future, you should understand why transfers fail, and learn how to plan and avoid mistakes. Please join Ann Covington of CovingtonAlsina for an hour discussion …
Generational Wealth Transfer
When discussing your family’s financial future, you should understand why transfers fail, and learn how to plan and avoid mistakes. Please join Ann Covington of CovingtonAlsina for an hour discussion …
Middle School Financial Literacy Workshop
This workshop is designed to help middle school students make educated financial decisions. We’ll talk about how to manage money, money management tools, and how to get started on your …
Financial Foundations Workshop
Join us for our virtual Financial Foundations Workshop and let us help you get your financial life in order using CovingtonAlsina’s Hierarchy of Financial Priorities. Register here! This is a …
Recognizing the Signs of Financial Abuse
The word “abuse” evokes strong, intense emotions. When we think of abuse we often think of physical scars left on bodies or fearful tears cried after stinging words are hurled …
Women, Wine & Wisdom
Join us for an empowering evening for women located in our Annapolis location. Relax and sip on wine while gaining valuable insights about ADHD and money from Christina Meighen, LCPC. …
Retirement Homestretch
Learn to look beyond the money and consider seven things you need to do in the 10 years before you retire, including, but not limited to: Determining when the time …
Social Security Webinar
Social Security is a critical component of an effective retirement income plan. Understanding and making the correct decisions around taking social security can be a big driver of success in …
Estate Planning Essentials
Don’t miss this Estate Planning Essentials event! Attorney Nicole T. Livingston of Council Baradel will discuss the differences between wills and trusts, powers of attorney, medical directives, and more. This …
Women, Wine & Wisdom
Join us for an empowering evening created exclusively for women located in our Annapolis location. Relax, sip on wine, and connect with like-minded individuals while gaining valuable insights about P&C …