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.

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Lunch and Learn: Overview of Senior Living Considerations

Sep 17, 2024 11:30 AM Eastern Daylight Time - Sep 17, 2024 01:00 PM Eastern Daylight Time
14548 Pennsylvania Avenue Hagerstown, MD , 21742

Join us for an informative presentation by Kristie Kidd, owner of Oasis Senior Advisors. She will share information about the different types of senior communities available, including the difference between skilled nursing facilities and assisted living facilities. She will cover Medicare and Medicaid and discuss the approximate costs associated with long term care. Whether you are looking for an independent living situation for yourself or you need full-time care for a loved one, Kristie can offer guidance about frequently asked questions.

Ask us anything!

Ask us anything!

Jul 23, 2024 02:00 PM Eastern Daylight Time - Aug 08, 2024 12:00 PM Eastern Daylight Time
Location To Be Determined

Please join us for an open forum for college-aged students and young adults to ask financial questions. Financial Advisors Cat Weber and Holden Hershey are hosting two Zoom sessions this summer that will cover topics such as: budget, savings, the interview process, trends in office attire, best restaurants and more!

Dates and Times:

• Tuesday, July 23 at 2 p.m. 

• Thursday, August 8 at noon

Please RSVP below for the zoom link or call our office for more information.

Client Appreciation Event

Client Appreciation Event

May 15, 2024 10:00 AM Eastern Daylight Time - May 15, 2024 03:00 PM Eastern Daylight Time
Meritus Park 50 West Baltimore Street Hagerstown, MD , 21740

Join us for a fun afternoon of baseball, food, drink and socializing at the new stadium. We look forward to welcoming the Hagerstown Flying Boxcars to our community.

Hagerstown Flying Boxcars will take on the Staten Island Ferryhawks.

10 a.m. – Gates open
11 a.m. – Game starts
11 a.m.–12:30 p.m. – Lunch buffet will be provided at the Point Broadband picnic deck, located in the outfield. Alcohol will be available in the left field bar

Shredding Event

Shredding Event

Apr 27, 2024 09:00 AM Eastern Daylight Time - Apr 27, 2024 11:00 AM Eastern Daylight Time
Longmeadow Shopping Center 2537 Potomac Avenue Hagerstown, MD , 21742

Bring any unwanted papers to the Longmeadow Shopping Center, where we will have a shredding truck available for your use. It is our way of giving back to our clients and our community, and a great way to help protect your identity.

Donuts and coffee will be available.

Please look for the RBC Wealth Management signs and the All Shred truck located near CVS.

Please note that documents may not be dropped off prior to the event to be shredded during the event or given to someone to shred for you.

Marshfield Event

Investing, like baseball, is a long game

Mar 12, 2024 12:15 PM Eastern Daylight Time - Mar 12, 2024 07:00 PM Eastern Daylight Time
Fountain Head Country Club 13316 Fountain Head Road Hagerstown, MD , 21742

Join us for an update with Marshfield Associates as they discuss investing with conviction during market uncertainty.

Guest Speakers
• Christopher Niemczewski: Managing Principal at Marshfield Associates
• Richard Seaton: Director of Business Development at Marshfield Associates

Choose from two options:
• Lunch: 12:15 - 1:30 p.m.
• Cocktails: 5:00 pm.
• Dinner & presentation: 5:30 - 7:00 p.m.