Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

April 28, 2022

6:00p - 8:00p

Linganore Winecellars

Going Back to the 70's Happy Hour

Learn how investing now is like investing in the 70's!

March 28, 2022

6:30p - 7:30p

Virtual - Urbana Regional Library

Financial Planning Basics

How do I make a budget? Do I really need to invest for retirement now? What are college savings plans? Get these answers and more by joining Cameron Bell of Wealth Management Institute for a virtual program on the basics of financial planning. Visit for more information.

September 28, 2021

6:00p - 7:00p

Zoom Webinar

Understanding Medicare - The ins and outs of Medicare coverage

Join us virtually for an informative and lively session on September 28th at 6 PM

Event Registration

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