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Seminars & Webinars

Passport to Retirement

What you need to know to optimize Social Security, design an income plan, limit your taxes, and plan for the retirement you want. 

Thursday, June 18 & 25 from 6:30 - 8:30 PM

at the Chevy Chase Maryland Library

or

Tuesday, June 23 & 30 from 6:30 - 8:30 PM

at the Silver Spring Civic Center

Making The Most Of Social Security

This workshop is geared for adults within 5 years of retirement.

Tuesday - September 8, 2026 or

Thursday - September 10, 2026

Germantown Regional Services Center
12900 Middlebrook Rd.
Germantown MD, 20874 

From 6:30 - 8:00 p.m.

How to Design & Implement the Ultimate Retirement Withdrawal Strategy

This workshop is part 2 of our retirement planning series and geared for adults within 5 years of retirement or for people already retired.

Tuesday - September 15, 2026 

Germantown Regional Services Center
12900 Middlebrook Rd.
Germantown MD, 20874 

From 6:30 - 8:00 p.m.

Register Here

Tax-Smart Investment Strategies To Grow & Preserve Wealth
How to achieve competitive returns, minimize risk and pay less tax

This workshop is part 3 of our retirement planning series and geared for adults age 50+.

Thursday - September 17, 2026 

Germantown Regional Services Center
12900 Middlebrook Rd.
Germantown MD, 20874 

From 6:30 - 8:00 p.m.