SEMINARS AND WEBINARS Client Appreciation Dinner 2023 April 2023: Hear from two money managers used in our client portfolios: Kensington Asset Management and Potomac Fund Management. Learn more Audio Series: Two Sides of the Same Dollar Segment 2 May 2022: Non-Traditional Investment StrategiesA discussion about Cryptocurrencies, NFTs, Meme Stocks, ESG Stocks, and Big Data's impact on investing. Listen here! Audio Series: Two Sides of the Same Dollar Segment 1 April 2022: Major Life ChangesA discussion about major life changes like getting married, divorced, or losing a spouse. Listen here!
