Community Education

Providing high-quality education around personal finance, preparing for various aspects of retirement, and achieving, and maintaining financial independence is a commitment Financial Council is proud to honor.

We have a long history of presenting seminars to:

Well-known medical and educational establishments in Maryland such as Johns Hopkins University and Lifebridge Health
Senior Living communities and their residents
Small businesses and larger companies

If you would like to schedule our team to present to your group, please feel free to review the following on-demand seminars. All can be presented either in-person or virtually. We are happy to customize these presentations to fit your needs or create brand new seminars based on your audience.

How Policy Impacts Markets and What It Means for Your Retirement Portfolio

One-Hour Workshop

Periods of volatility—driven by government policy, inflation, or global crises—can feel especially disruptive as retirement nears. This workshop helps you put current events in perspective by exploring how financial markets have responded to past crises and how investor behavior often follows predictable patterns. You’ll learn to separate noise from what truly matters for your portfolio, assess your current investment approach, and consider whether adjustments are needed. With education, context, and perspective, you’ll be equipped to stay focused on your long-term goals, even in uncertain times.

Book Us

Place Planning in Retirement

As we live longer and our circumstances change, where we decide to call home matters. This 2-part seminar will discuss the concept of place planning, which involves intentionally choosing where to live at each stage of life to maximize your health, social connection, purpose in life, and financial resources.

Like most aspects of retirement planning, housing decisions are complex and highly personal, and they deserve careful consideration as part of a comprehensive retirement strategy.

Part I: One-hour Workshop

This session will explore why place planning is a key component of financial planning in retirement. We'll review common options—including aging in place, relocating to a more accessible home, or transitioning to senior housing—and introduce important considerations for each. We'll also discuss how timing plays a critical role in these decisions.

Part II: One-hour Workshop

This session covers the financial side of place planning, including cost comparisons across living options and a walkthrough of the financial considerations involved in moving to a senior living community. We'll also review CCRC contract types and share stories that bring these complex decisions to life.

Book Us

Navigating the Conversation: Strategies for Discussing Senior Living and Finances with Your Parents

One-hour Workshop

This session will help you approach sensitive conversations about senior living and finances with your parents. You’ll leave with an understanding of housing and care models, cost considerations, and conversation starters that foster respectful dialogue.

Book Us

Plan For Personal Finance Series

Plan For Getting Started: One-hour Workshop

Whether you are starting out as a new investor, or in need of a review of retirement planning basics, this workshop will provide clear, actionable information. In addition to an overview of your employer retirement plan, an experienced and certified financial advisor will explain the value of pre-tax contributions, investing basics, dollar cost averaging and other strategies to help you best manage your assets. Don’t miss this opportunity to build your confidence and skill in laying a strong foundation for your future.

Plan For Your Ideal Retirement: Two-and-a-Half-Hour Workshop

If you are within 10 years of retirement, now is the perfect time to review your retirement plan or to create one if you haven’t already. An experienced and certified financial advisor will familiarize you with the retirement planning process and educate you on how your investment strategy should evolve as you near retirement. This workshop will cover goal setting, strategies for generating income through retirement, and ways to prepare for potential challenges along the way.

Book Us

Community Education

How Policy Impacts Markets and What It Means for Your Retirement Portfolio

One-Hour Workshop

Place Planning in Retirement

Part I: One-hour Workshop

Part II: One-hour Workshop

Navigating the Conversation: Strategies for Discussing Senior Living and Finances with Your Parents

One-hour Workshop

Plan For Personal Finance Series

Plan For Getting Started: One-hour Workshop

Plan For Your Ideal Retirement: Two-and-a-Half-Hour Workshop

Begin Your Educational Journey Now