11:00 am - 12:00 pm Thinking about Buying or Selling a Home? Top 3 Planning Ideas to Keep in Mind (and a Real Estate Market Update)
11:00 am - 12:00 pm The SECURE 2.0 Legislation – New Retirement Planning Opportunities in 2023 and Beyond
12:00 pm - 1:00 pm Post-Retirement Planning: Top Ideas and Considerations (for Capital Senior Solutions)
11:00 am - 12:00 pm Quarterly Market Investment Update and Important Financial Considerations (Canceled)
11:00 am - 12:00 pm Maximizing Social Security Benefits and Avoiding Mistakes (for the Greater Washington Society of CPAs)
8:00 am - 8:50 am Investing for Impact: A Guide to Not-for-Profit Investment Policies (at the 2023 GWSCPA Nonprofit Symposium)
