There are no events to show

Annual Shredding Event

Oct 25, 2025 10:15 AM Eastern Daylight Time - Oct 25, 2025 12:15 PM Eastern Daylight Time
225 Schilling Circle Hunt Valley, MD , 21031

We are excited to announce that our Annual Shredding Event is back on the calendar! Bring your old financial statements, bills, pay stubs, and copies of tax returns for secure shredding provided by Iron Mountain. For more information about the event, please contact our team at 855-360-VIEW (8439).

*No plastic bags, binders or large plastic binder clips. Documents may not be dropped off prior to the event to be shredded during the event, or given to someone to shred for you.*


Digital Privacy: Protecting your data and how to identify and avoid scams

Oct 21, 2025 12:00 PM Eastern Daylight Time - Oct 22, 2025 12:00 AM Eastern Daylight Time
225 Schilling Circle Hunt Valley, MD , 21031

Join Todd Doss and Cody Shultz from Guidepost Solutions for an essential conversation on digital privacy and personal cybersecurity in today’s hyper connected world. This session will explore how your personal data is collected, shared, and potentially exploited, and what you can do to protect it.

We’ll cover key topics including:

  • Understanding data brokers
  • Emerging threats
  • Privacy while traveling
  • Data breaches
  • Securing your communications
  • Recognizing and avoiding scams
  • Practical cyber hygiene, updates and more

Whether you’re a business leader, frequent traveler or simply someone who wants to better protect your digital footprint, this session will provide actionable insights and real-world strategies to help you stay safe and informed.


Medicare ABCs

Dec 03, 2024 12:00 PM Eastern Standard Time - Dec 03, 2024 01:00 PM Eastern Standard Time
Hunt Valley Office 225 Schilling Circle, Suite 250 Hunt Valley, MD , 21031

You’re invited to join RBC Wealth Management and Vanguard for a discussion on Medicare and how to choose the best plan for your unique situation. You have spent your working life getting ready for retirement. As you near retirement, one of the most consequential choices will be selecting the right Medicare coverage.
At this exclusive presentation, you’ll learn how:
• Your Medicare premium is determined
• You can avoid the biggest and most common Medicare enrollment mistakes
• You can navigate Medicare Advantage and Medigap choices
We look forward to seeing you at this health care presentation!

 

Hosted by:
Timothy M. Herb, CFP®
Senior Vice President – Financial Advisor
Senior Consulting Group

 

Guest speaker:
Eric Leak, CIMA®
Regional Sales Executive
Vanguard Financial Advisor Services

 

Date and time:
Tuesday, December 3, 2024 | 12–1 p.m. (ET)
Lunch will be served.