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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.

Click to Register!