COVID-19 – We are committed to helping keep our clients and employees safe and connected 301-468-3220 - See Updates
May 4, 2020 – In a series for Association for Enterprise Growth, I will be presenting on the May 4th topic: “How do I protect my personal assets with insurance, financial planing, wealth management?”
January 13-17, 2020 – Gary and Liz will be attending the 54th Annual Heckerling Institute on Estate Planning in Orlando, FL. More information here.
January 24, 2020 – Gary and Coryn will be attending the National Capital Area Financial Planning Association Winter Symposium in Tyson’s Corner, VA. More information here.
February 4, 2020 – Gary and Coryn will be attending the National Association of Insurance and Financial Advisors Success Summit at the Sheraton in Tysons Corner, VA. More information here.
February 12, 2020 – Gary will be presenting a review of the Heckerling Seminar for members of the Society of Financial Services Professionals in Tyson’s Corner. Attendees will receive 2 hours of CE credits. More information here.
February 26, 2020 – Gary will be leading an informative discussion at Hope Connections for Cancer Support on the recent changes to estate and tax laws and how they may impact estate and retirement planning. More information here.
February 29. 2020 – Gary will be a guest speaker at “A Pure Silver Reception” – a seminar sponsored by the Agnew Group. The topic is 2020 Vision: Art Collecting for Pleasure, Investment & Legacy. The event will take place between 6:30 and 9:00 PM at the District Architecture Center in Washington, DC. To reserve your place, call 703.734.8095 or email Tyquia.Stuckey@ML.com by February 25, 2020. More information here.