Upcoming Seminars / Webinars

When should you take Social Security?


Do you take it as early as possible? On time? Delay as much as you can? The Social Security decision will actually have a ripple effect on your investments?


Date: Monday. April 8th, 2019

Time: 4:00pm - 5:00pm

Location: Germantown Branch, 1st floor. 12820 Wisteria Drive, Germantown, MD 20874 


Registration will be open soon. 

2019 Seminars / Webinars(W)


Date Time Topic
Monday, April 8th 4:00 pm When should you take Social Security?
Monday, May 13th 4:00 pm  Creating a Retirement Distribution Strategy?  
Monday, June 10th 4:00 pm Life Insurance, Survivor Benefits, or Self-Insurance?
Monday, July 15th 4:00 pm Retirement Investing for Dummies
Monday, August 12th 4:00 pm Do you need an annuity?
Monday, September 9th 4:00 pm What's better: Roth or Traditional?
Monday, October 7th 4:00 pm Do you need long term care insurance?
Monday, November 4th 4:00 pm Should you take Medicare? 
Monday, December 9th 4:00 pm How to choose the right health insurance plan?