Webinars & Events

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.

Our Town Hall featured Bob McAllister, a property and casualty insurance broker. This Town Hall may be helpful to anyone who owns a home, is purchasing a home, has made or is in the process of making improvements to a home, as Bob will navigate decisions to make to protect the value of home and one's investment in it.

Curt Gross, Chief Investment Officer, hosted our Town Hall: Economic State of the Union May 20, 2021. Curt gave explanations of examples of economic data we use to make portfolio decisions. Curt also answered questions during the Q&A.

On April 15, 2021, Curt Gross, CFA presented 2021 Q1 Quarter Market Summary & Portfolio Review. Here is an excerpt from his webinar: Inflation Forecast. Video Highlight Run Time: 4.5 minutes

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.