Upcoming Events
Planning with Purpose Your Legacy, Finances and the IRS
Thursday, May 29th, 2025 at 10:00 a.m.
Join us to learn from our
Panel of Experts
They’ll discuss key topics such as:
- Why your estate plan should change as your life changes.
- How changes in the tax laws and tax codes could affect your estate.
- Ways to ensure the important people in your life will be cared for.
Learn how to fulfill your philanthropic and personal legacy goals.
- Tools to manage your income and assets.
- How to plan for future health care costs.
- How to know if you can afford to live at a retirement community
Space is limited. Click to register or by calling 240-820-2523 to reserve a spot for yourself and a friend. Small bites and refreshments will be served.