Aug 10 11:00 am - 12:00 pm (Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Younger Professionals Virtual Event Details Get Directions
Sep 2 11:00 am - 12:00 pm (Virtual) What is the Son of SECURE Legislation and How Could It Impact Your Retirement? Virtual Event Details Get Directions
Sep 14 8:00 am - 9:30 am (Virtual) The Financial Neutral Role – It’s Not Just About the Numbers (for the International Academy of Collaborative Professionals) Virtual Event Details Get Directions
Sep 21 11:00 am - 12:00 pm (Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Mid-Career Professionals Virtual Event Details Get Directions
Nov 2 11:00 am - 12:00 pm (Virtual) Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning Virtual Event Details Get Directions
Nov 15 12:00 pm - 1:30 pm Maximizing the Role of a Financial Neutral in Unprecedented Times (at the 2021 Virginia Collaborative Professionals Annual Conference) Omni Hotel Charlottesville, Charlottesville, VA 212 Ridge McIntire Rd, Charlottesville Event Details Get Directions
Nov 17 7:30 am - 8:00 am Maximizing Social Security Benefits and Avoiding Mistakes (for the Greater Washington Society of CPAs’ Nonprofit Symposium) Virtual Event Details Get Directions
Nov 18 10:30 am - 11:20 am Impact of the New Revenue Recognition Standards on Contributions, Grants and PPP Loan Forgiveness (for the Greater Washington Society of CPAs’ Nonprofit Symposium) Virtual Event Details Get Directions
Dec 5 2:00 pm - 3:30 pm Better Mortgage Outcomes for Divorcing Clients and Tax Impacts of Divorce (for the Maryland Council of Dispute Resolution) Virtual Event Details Get Directions