Seminars & Events

Upcoming

Thursday, Oct 3, 2019 at 11:30 AM – Gary Altman speaking at the Financial Planning Association National Capital Area Luncheon held at the Westwood Country Club in Vienna, VA. More information here.

Past Events

January 24th – Presentation at EPJC in Park Potomac

April 18th – with Nedra O. Agnew in Virginia

April 28th at 10 am – Succession Planning Presentation (Zania Bankwalla)

April 30th at 11:30 – Presentation for Savant (Calvin Brown)

May 18th at 12 – AXA Financial – Presentation for Women’s Advisor (Liliana Maes)

July 18 Webinar with Strafford – webinar on Drafting IRA Beneficiary “See-Through” Trust Provision

July 24  Seminar with Charles Schwab

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