2019 Monthly webinars:

This year I will be hosting monthly webinars, each of which will feature a different topic that will be both informative and relevant to your everyday life and financial needs. The webinar sessions will take place on the third or last Tuesday of every month this year at 4:00pm Eastern. Should you have interest in joining these insightful discussions or finding out more information, please do not hesitate to contact me.

  • January 29 - 2019 Outlook, featuring guest speaker Alan Robinson, VP, Portfolio Analyst (RBC Wealth Management).
  • February 19 - Taxes, featuring guest speaker Robin Meisner Cameron, CPA, (E. Cohen & Company).
  • March 26 - Rewriting RetirementRetirement planning is one of the biggest financial challenges most Americans will ever face. Explore the shifting mindset of a new generation of retirees and learn what you need to know to navigate your retirement journey with confidence.
  • April 30 - Estate planning and living trusts, featuring guest speaker David A. Lucas, Attorney (Miller, Miller & Canby's Estates and Trusts Practice Group).
  • May 28 - Market Outlook and Megatrends Driving Our Future. featuring guest speaker Lindsay Strickland, Senior Portfolio Advisor, US Equities (RBC Wealth Management).
  • June 25 - The Osher Lifelong Learning Institute (OLLI) at American University,  featuring guest speaker Tony Long, Executive Director (OLLI). 
  • July 23 - Elderly Care,  featuring guest speaker Mary Ann Buckley, LCSW-C, C-ASWCM, Director of Care Management (Corewood Care).
  • August 27 - PinnacleCare,  featuring guest speaker Laura McGinty, Senior VP, Business Development (PinnacleCare).
  • September 24 - Long Term Care,  featuring guest speaker Adele Zilber, Vice President (Highland Capital Brokerage).
  • October 29 - 5G and Market Outlook. featuring guest speaker Bernhard Koepp, CEO - Portfolio Manager (C.J. Lawrence).
  • November 19 - Charitable Giving. featuring guest speaker Melanie Folstad (RBC Wealth Management).

Future events:

  • Holiday Breakfasts – Silver Restaurant (7150 Woodmont Ave, Bethesda, MD 20815) – December 10 / December 13 / December 20, 2019

Previous events:

  • Car Buying with Confidence - Chevy Chase Cars Acura Showroom - (7725 Wisconsin Ave, Bethesda MD) - March 9, 2016
  • New Restaurant Series – Grilled Oyster Company Restaurant (7943 Tuckerman Lane – Potomac, MD 20854) – March 15, 2016
  • Cybersecurity Seminar – BCC Chamber of Commerce (7910 Woodmont Ave, Suite 1204 – Bethesda, MD 20814 – March 18, 2016
  • Social Media Workshop – (RBC office - 5425 Wisconsin Ave, Suite 301 – Chevy Chase MD 20815) – March 24, 2016
  • Health & Wellness Seminar - Nava Health & Vitality Center (5 Wisconsin Circle - Chevy Chase, MD 20815) - March 29, 2016
  • Spring Breakfast – Silver Restaurant (7150 Woodmont Ave, Bethesda, MD 20815) – April 21, 2016
  • Washington Nationals Baseball Game (vs Philadelphia Phillies) - April 26, 2016
  • Summer Wine Tasting - Cork & Fork (7110 Bethesda Lane) - July 13, 2016
  • Summer Breakfast - Silver Restaurant (7150 Woodmont Ave, Bethesda MD 20815) - July 21, 2016
  • The Money Class - Money Basics (RBC 5425 Wisconsin Ave, Suite 301 - Chevy Chase MD) - August 10, 2016
  • Summer Wine Tasting - Cork & Fork (7110 Bethesda Lane) - August 16, 2016
  • Fall Breakfast - Silver Restaurant (7150 Woodmont Ave, Bethesda MD 20815) - October 21, 2016
  • Valentine's Breakfast - Silver Restaurant (7150 Woodmont Ave, Bethesda, MD 20815) - February 14, 2017
  • Sushi & Sake - Benihana Bethesda (7935 Wisconsin Ave, Bethesda, MD 20814) - March 29, 2017
  • Tea & Tour at the National Cathedral (3101 Wisconsin Ave, Washington DC 20016) - April 18, 2017
  • A Woman's Journey (Johns Hopkins Medicine) - Hyatt Bethesda (1 Bethesda Metro Center - Bethesda MD 20814) - May 5, 2017
  • Summer Wine Tasting - Cork & Fork (7110 Bethesda Lane) - July 18, 2017
  • Summer Breakfast – Silver Restaurant (7150 Woodmont Ave, Bethesda, MD 20815) – August 17,  2017
  • Washington Nationals Baseball Game (vs Atlanta Braves) - September 13, 2017
  • A Woman's Journey (Johns Hopkins Medicine) - Hyatt Bethesda (1 Bethesda Metro Center - Bethesda MD 20814) - May 2, 2018
  • Summer Wine Tasting - Urban Winery (949 Bonifant Street - Silver Spring, MD 20910) - August 23, 2018
  • Tea & Tour at the National Cathedral (3101 Wisconsin Ave, Washington DC 20016) - April 11, 2019
  • A Woman's Journey (Johns Hopkins Medicine) - Hyatt Bethesda (1 Bethesda Metro Center - Bethesda MD 20814) - April 29, 2019