Avoiding Retirement Account Mistakes (and Updates) Presented by Jamie S. Blum CPA, CDFA®, Director of Divorce Financial Planning at Argent Bridge Advisors Dividing or offsetting retirement accounts can be a minefield. Should each account be divided between the clients? How should a FERS TSP be divided or offset when there are pre-tax and Roth funds in [...]
Thursday, March 7- 5:30pm – 6:30pm World of Beers Owings Mills - 10200 Grand Central Avenue Suite 100 Owings Mill, MD 21117
Monday, April 8, 12pm-1pm Jam Eateries - 6010 University Blvd, Ellicott City, MD 21043
June 13th at 5:00PM The Turn House - 11130 Willow Bottom Dr. Columbia, MD 21044
Join us Thursday, September 12 from 5 to 7 pm at The Turn House in Columbia for our Welcome Back Happy Hour.
Join us starting at 8:30am for a delicious breakfast followed by a 2-hour information packed presentation from 9 to 11am. 30–40-minute iRise For Me presentation with Q & A 30-minute Pain Neuroscience Education presentation with Q & A 40-minute Positive Intelligence presentation with Q & A For more information, 180 Therapy & Wellness (180therapyandwellness.com) Member & [...]
Join us on November 18th for “The Art of Being Retained in a Collaborative Divorce”, a dynamic program co-hosted by Gauri Bayoumi and Marni Schwartz. This engaging session will include a real-life consultation role-play, where Gauri will act as the client, and Marni as the attorney. Marni will demonstrate how to identify issues that are [...]
Join us for lunch and a gift exchange as we celebrate the holidays at Jam Eateries from 12-1pm.
Join us at Sheela's house at 6pm.