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.
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.