Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

Training the Investor Brain

Apr 21, 2026 06:00 PM Eastern Daylight Time - Apr 21, 2026 08:00 PM Eastern Daylight Time
2700 Turf Valley Road Ellicott City , MD , 21042

You are Invited: Training the Investor Brain. Please join us and featured speaker Bob Schmidt, executive director. Bob will discuss how understanding the sciense of decision-making may help investors make more rational, less emotional investment choices. 

RSVP

Healthy aging: Strategies for living well

Sep 16, 2025 12:00 PM Eastern Daylight Time - Sep 16, 2025 01:15 PM Eastern Daylight Time
Location To Be Determined

Join us for a lunch and learn where Dr. Michael Day will talk about how all of us, at any age, can make proactive steps to improve our health. Dr. Day will also speak about his book The Renaissance Mind: Forging Resilience in Mind, Body and Spirit. Part memoir, part professional development, Dr. Day weaves a deeply personal narrative full of practical, actionable strategies to help you cultivate a growth mindset and build powerful habits.