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 Series 2019 - July 11th

Jul 11, 2019 11:30 AM - 01:30 PM Eastern Daylight Time
Nick's Airport Inn 14548 Pennsylvania Ave Hagerstown, MD

Hometown Tour - Popular Tourist Attractions of Washington County

Join us as we learn about all that Washington County has to offer in terms of the most popular tourist attractions, including those sites boasting our rich Civil War heritage, all amazing all right here in our own backyard.

Guest Speaker: Thomas Riford - Executive Director, Thomas Kennedy Center, former President and CEO of the Hagerstown-Washington County Convention and Visitors Bureau

Seating is limited to the first 30 responses. RSVP for this event by calling our office at 301-733-7111 or via e-mail at the link below.


Lunch and Learn Series 2019 - June 12th

Jun 12, 2019 11:30 AM - 01:30 PM Eastern Daylight Time
Nick's Airport Inn 14548 Pennsylvania Ave Hagerstown, MD

Keeping Perspective and Staying the Course - Round Table Discussion

 

Join us as we discuss best practices for staying the course amidst daily stock market fluctuation. Your trusted financial advisors will open the discussion up and encourage you to submit questions ahead of the June 12th luncheon so your concerns may be discussed in greater depth. Questions can cover specific stocks, current market trends, our investment philosophy or anything else you want to know about the stock market and our team's thoughts.

 

Seating is limited to the first 30 responses. RSVP for this event by calling our office 301-733-7111 or via e-mail at the link below.


Opposites Attract

Fall Seminar

Oct 10, 2018 06:00 PM - Oct 10, 2018 08:00 PM Eastern Daylight Time
Cortland Mansion 19411 Cortland Drive Hagerstown, MD

Please join us for our fall seminar, "Opposites Attract - Growth and Value Processes are Closer than Investors Realize," presented by Lindsay Strickland, Senior Portfolio Advisor - Portfolio Advisor Group at RBC Wealth Management.

  • 6 p.m.  -  Cocktails and hors d'oeuvres
  • 7 p.m.  -  Presentation

Seating is limited. Please RSVP by calling our office at 301-733-7111 or via e-mail at the link below.

 

 


Women and Money

Aug 25, 2018 10:00 AM - 12:00 PM Eastern Daylight Time
Hager Hall Conference Center 901 Dual Highway Hagerstown, MD

Please join us for an educational workshop designed just for women. Come learn and ask questions in a positive and supportive environment.  This free event is open to the public. You are welcome to attend all three sessions or simply stop by for whichever topic interests you.

  • 10 - 10:40 a.m. - Stock Market Update and Principles for Successful Investing
  • 10:50 - 11:20 a.m. - Securing Your Future: Estate Planning 101
  • 11:30 a.m. - Noon - 529 Plans and Saving for College

Guest speaker: Kandace Carpenter

Kandace is the owner and co-founder of The Law Office of Carpenter and Deisher, LLC in Funkstown, Maryland. Her practice focuses on family law and estate planning.