All day 23rd Annual Networking and Educational Forum (with the International Academy of Collaborative Professionals)
All day 23rd Annual Networking and Educational Forum (with the International Academy of Collaborative Professionals)
All day 23rd Annual Networking and Educational Forum (with the International Academy of Collaborative Professionals)
All day 23rd Annual Networking and Educational Forum (with the International Academy of Collaborative Professionals)
12:00 pm - 1:00 pm (Virtual) Quarterly Market Investment Update and Important Financial Considerations
All day The Role of the Financial Neutral in Collaborative Divorce (for the University of Maryland’s Francis King Carey School of Law)
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)
11:00 am - 12:00 pm Demystifying Medicare: What You Should Know Now and in the Future (for the Greater Washington Society of CPAs)
11:00 am - 12:00 pm Maximizing Financial Strategies for Your Retirement (for the Greater Washington Society of CPAs)
10:45 am - 12:00 pm Tax Issues in Divorce (at the Maryland Association of CPAs’ 55th Annual Chesapeake Tax Conference)
