Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 1, 2026
12:00p - 12:45p
Webinar
5 Keys to Investing in 2026 with Capital Group
KMH Financial Services and LPL Financial are separate entities from Capital Group.
March 27, 2026
12:00p - 12:45p
Market Intelligence with John Hancock
January 17, 2026
7:30p - 8:30p
Bender JCC
CANCELED--- Ballroom Dance Lessons
Join us for a FUN evening of Cha Cha, Waltz and Salsa!
October 17, 2025
11:45a - 12:30p
Webinar
June 26, 2025
11:45a - 12:30p
Webinar
Cybersecurity & Identity Theft: How to Protect Your Finances in a Digital World
Cybercriminals are getting smarter, are you prepared? In this exclusive webinar, FBI veteran Jeff Lanza will explain how identity theft happens, what it costs, and most importantly, how you can prevent it. Learn simple yet powerful steps to secure your personal and financial information before it's too late.
February 7, 2025
8:00a - 10:00a
Marriott Bethesda, Marriott HQ
July 2, 2024
1:00p - 2:00p
Webinar
College Savings Planning
Paying for college is one of the financial concerns felt by just about everyone. Join us to discuss College Savings Options.
April 18, 2024
5:00p - 7:00p
Old Angler's Inn
20th Anniversary Client Appreciation Event
Please join us on April 18th, 2024 at Old Anglers Inn in the Beer Garden to celebrate this milestone. We will have drinks and appetizers from 5-7 PM. We hope you can join us as we look forward to sharing this momentous occasion with you and expressing our gratitude for your continued partnership. Here's to 20 years of collaboration, growth, and prosperity, and to many more years of shared achievements!
November 15, 2022
7:15p - 8:30p
Webinar
Marriage and Money Workshop
Sharing your life with the one you love should be everything you hoped it would be. Learn strategies to help your marriage handle money differences
June 16, 2021
11:30a - 12:30p
Webinar
Making Medicare Manageable
If the stacks of Medicare advertisements, nonstop mailers, and telemarketer calls are making you want to avoid thinking about Medicare altogether you're not alone. And we are here to help you with that...
May 19, 2021
11:30a - 12:30p
Webinar
Simplifying Social Security
Do you find Social Security to be confusing or hard to understand? How do you know what benefits you should have? In this discussion, Danny Cohen, a National Social Security Advisor Certificate Holder, will discuss: Understanding Social Security decisions and optimizing your benefits. Join us!
April 22, 2021
7:30p - 8:30p
Webinar
Tackling Education Planning-Webinar
Do you have $40,000 a year to spare? Weather you want to save for Private high school or College, there are many options available and they can help you get a step ahead on saving for education.