Name: Maximizing Social Security Benefits and Avoiding Mistakes (for the Bar Association of Montgomery County)
Start: 2022-03-07T12:00:00-05:00
End: 2022-03-07T13:00:00-05:00

Sep 21

11:00 am - 12:00 pm

(Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Mid-Career Professionals

Oct 21

12:00 pm - 1:00 pm

(Virtual) Top Ideas and Considerations: Long-Term Care Insurance and Your Retirement Plan

Nov 2

11:00 am - 12:00 pm

(Virtual) Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning

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)

Nov 17

7:30 am - 8:00 am

Maximizing Social Security Benefits and Avoiding Mistakes (for the Greater Washington Society of CPAs’ Nonprofit Symposium)

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)

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)

Dec 7

December 7, 2021 @ 11:00 am - December 10, 2021 @ 12:15 pm

(Virtual) Year-End Tax Planning for Businesses and Individuals with a Market Update (December 7, 9 & 10)

Dec 16

All day

Getting Your Finances Together for the End of the Year and Beyond (Taxes/Divorce)

Feb 9

6:00 pm - 8:00 pm

Forensic Work in Collaborative Cases (for the DC Academy of Collaborative Professionals)

Mar 7

12:00 pm - 1:00 pm

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