Webinars & Events

Beverly White-Seals, President and CEO of Community Foundation of Howard County talks about the work they are doing and how we can help those effected by the COVID-19 pandemic.

The COVID-19 vaccine roll out is a huge part of many of our clients lives right now. Kelly Kesler, M.S., CHES®, Director from Howard County Local Health Improvement Coalition, was gracious enough to join our Town Hall with an update on the COVID-19 vaccine and answer our questions.

On February 2, 2021, Curt Gross, CFA presented his 2020 Year-end Market Summary. Here is an excerpt from his webinar: Reasons To Be Optimistic. Curt explains why he believes that the economy is seeing several positive shifts that will continue to gain strength. Video Highlight Run Time: 15 minutes

Frank Antico, mortgage loan officer at NewRez, LLC, a mortgage lending company, will be sharing insights and trends from his work in the housing and mortgage markets.

Once again this year, we’re honored to have Kevin Dougherty join us as an independent insurance agent specializing in Medicare. Although Medicare coverage doesn’t begin until you are 65, there are many choices and decisions to make.

Tracey Peters, CPA. will discuss the recent tax law changes and issues arising from the recently concluded tax season.

Patrick Wynn with Atlantic Data Forensics will be out guest and he will be presenting Being Cyber Secure During COVID-19. Computer hacking has greatly increased during the pandemic and Patrick will explain how to stay safe.

Dr. Michelle Fritsch will speak to us on health in retirement. A frequent speaker, author, and contributor to national initiatives, she uses her experience to help clients identify goals for healthy living, find the supporting resources, navigate the healthcare system, and map a plan to navigate common pitfalls in retirement. Curt Gross will be available during the question and answer session for your investment related questions.