Upcoming
January 24, 2019 – Presentation at EPJC in Park Potomac
Completed
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