12:00 pm - 1:00 pm (Virtual) Quarterly Market Investment Update and Important Financial Considerations
11:00 am - 12:00 pm (Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Younger Professionals
11:00 am - 12:00 pm (Virtual) What is the Son of SECURE Legislation and How Could It Impact Your Retirement?
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)
11:00 am - 12:00 pm (Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Mid-Career Professionals
12:00 pm - 1:00 pm (Virtual) Top Ideas and Considerations: Long-Term Care Insurance and Your Retirement Plan
11:00 am - 12:00 pm (Virtual) Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning
12:00 pm - 1:30 pm Maximizing the Role of a Financial Neutral in Unprecedented Times (at the 2021 Virginia Collaborative Professionals Annual Conference)
7:30 am - 8:00 am Maximizing Social Security Benefits and Avoiding Mistakes (for the Greater Washington Society of CPAs’ Nonprofit Symposium)
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)
2:00 pm - 3:30 pm Better Mortgage Outcomes for Divorcing Clients and Tax Impacts of Divorce (for the Maryland Council of Dispute Resolution)
