financial planning

Credit Café

Group Workshop times: Morning – 10AM-11AM OR Evening – 5PM-6PM Learn tips and tricks to boost, improve or maintain your credit Learn how to read and better understand your personal credit report Create a strategic plan to meet your credit goals After you attend the 1 hour workshop. you will set a 30 minute 1 …

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Credit Café

Group Workshop times: Morning – 10AM-11AM OR Evening – 5PM-6PM Learn tips and tricks to boost, improve or maintain your credit Learn how to read and better understand your personal credit report Create a strategic plan to meet your credit goals After you attend the 1 hour workshop. you will set a 30 minute 1 …

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Credit Café

Group Workshop times: Morning – 10AM-11AM OR Evening – 5PM-6PM Learn tips and tricks to boost, improve or maintain your credit Learn how to read and better understand your personal credit report Create a strategic plan to meet your credit goals After you attend the 1 hour workshop. you will set a 30 minute 1 …

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Wills, Estates & Trusts Webinar

In this webinar, Kevin Bress, attorney at law, will be sharing important information to answer your questions about preparing your wills, estates and trusts. Register here. Kevin Bress has established his own law firm with a partner, Bress Raut Law, serving central Maryland. Kevin has been practicing estate planning since 1993. His broad-based tax background …

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Financial Planning Day

Don’t miss this annual opportunity for a free, private consultation with experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. It’s all free; no selling occurs. Stay as little or as long as you’d like. Bring a friend or family member! Walk-ups are welcome. Register here! Financial planners will be set …

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