Events

We regularly hold community events to provide financial education to retirees and pre-retirees in our local areas. Check out some of our upcoming events below and sign up, or view some of our past events in our photo gallery.

Upcoming Event Dates

Surviving Retirement - 06/21/2022 & 06/28/2022 @ 6:30pm

Date: 06/21/2022 and 06/28/2022 at 6:30pm

Cafe Mezzanotte
760 Ritchie Highway
Severna Park, MD 21146

**Must Qualify for this event — call 410-863-1040**

ARI Event - 06/13/2022 & 06/14/2022 @ 6:30pm - 8:30pm

Date: 06/13/2022 and 06/14/2022 from 6:30pm to 8:30pm

Severna Park Community Center
623 Baltimore Annapolis Blvd.
Severna Park, MD 21146

To RSVP or get more information about this event, please call us at 410-863-1040

Retiring in Biden's America — Lunch and Dinner Event - 06/16/2022 @ 11:30am & 6:30pm

Date: 06/16/2022 at 11:30am and 6:30pm

Bella Napoli
350 Mountain Rd.
Pasadena, MD 21122

To RSVP or get more information about this event, please call us at 410-863-1040

Reoccurring Events

First Tuesday of Every Quarter – Quarterly Economic Update

RETIREMENT TODAY

Forget everything you were told about retirement.

Retiring has changed from what it used to be. Many retirees in the past depended on a pension or Social Security, but the baby-boom generation and on likely won’t be able to depend on just that. Fresh challenges have created a new retirement landscape, and retirees are looking for true education.

At Retirement Today, you’ll discover information about:

IRAs
The new federal tax code and standard deductions.
Social Security and “taxation surprise.”
A wide variety of financial tools and retirement income.
Health care, long-term care, life insurance, and estate planning.
Market volatility and the potential danger.
How to leave your legacy to loved ones.

Giving Back

We believe in giving back to our community that’s given us so much.
Check out the video below to learn more about how we give back.