Avoiding Retirement Account Mistakes (and Updates) – Jaime S. Blum, CPA, CDFA®

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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 [...]

Welcome Luncheon for New Members

Jam Eats 60010 University Blvd, Ellicott City, MD, United States

Monday, April 8, 12pm-1pm Jam Eateries - 6010 University Blvd, Ellicott City, MD 21043

Cocktails and Convo

The Turn House 11130 Willow Bottom Dr., Columbia, MD, United States

June 13th at 5:00PM The Turn House - 11130 Willow Bottom Dr. Columbia, MD 21044

Welcome Back Happy Hour

The Turn House 11130 Willow Bottom Dr., Columbia, MD, United States

Join us Thursday, September 12 from 5 to 7 pm at The Turn House in Columbia for our Welcome Back Happy Hour.

Signature Event with Jen Uschold at JAM Eateries

Jam Eats 60010 University Blvd, Ellicott City, MD, United States

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 & [...]

How to Be Retained in a Collaborative Case – Marni Schwartz & Gauri Bayoumi

Jam Eats 60010 University Blvd, Ellicott City, MD, United States

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 [...]

Thank You Holiday Party

Jam Eats 60010 University Blvd, Ellicott City, MD, United States

Join us for lunch and a gift exchange as we celebrate the holidays at Jam Eateries from 12-1pm.

Home Hosted Event

Sheela Reddy Home 5046 Crape Myrtle Court, Ellicott City, United States

Join us at Sheela's house at 6pm.

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