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Latest Past Events

Tax Update Webinar 2020

It’s time to round up 2020 with a Tax Update. There have been a myriad of individual, business and retirement plan tax law changes during the year. Take a financial snapshot of where you are this year, consider your options in 2021 and understand anticipated tax law changes.

Baltimore Strategies Group

As we enter the last quarter of the year, it’s a good time to think about whether your business should add a retirement plan. All businesses from sole proprietors to corporations have retirement plan options. We’ll teach and discuss the options and whether you can self-direct those plans.

Northern Virginia Strategies Group

As we enter the last quarter of the year, it’s a good time to think about whether your business should add a retirement plan. All businesses from sole proprietors to corporations have retirement plan options. We’ll teach and discuss the options and whether you can self-direct those plans.