Upcoming events

    • 23 Jan 2020
    • 6:00 PM - 8:00 PM
    • Brooklyn Park Library, 1 East 11th Avenue, Baltimore, MD 21224

    Financial Empowerment Classes 

    provided by:

    Arundel Community Development Services, Inc. 

    Understanding Your Credit 

    Thursday, January 23, 2020

    6:00 P.M. - 8:00 P.M.

    Brooklyn Park Library 

    1 East 11th Avenue 

    Baltimore, MD 21224

    Space is limited. Reserve your seat today!

    Register Online Today




    Call 410-222-7600

    Move one step closer to building your financial future. 

    Refreshments will be served. 

    • 28 Jan 2020
    • 7:00 PM - 9:00 PM
    • 5430 Vantage Point Rd., Columbia, MD 21044


    Retirement & Estate Planning Workshops

    Day 1: Estate Planning Essentials

    Date: Tuesday, January 28, 2020  7:00 - 9:00 p.m.

    Location: 5430 Vantage Point Road, Columbia, MD

    Will your Estate transfer quickly and issue-free to your heirs with the maximum amount possible while preserving family harmony?  Here you'll learn: 

    • Why many estate plans fail and the steps you can take to ensure success for your family.
    • An analysis of probate vs. non-probate, the differences between a will-based plan vs. a revocable trust-based plan, and the pros and cons of each. 
    • How to properly protect assets during your lifetime so the most possible passes to your spouse, children and grandchildren. 
    • How Estate Planning has changed in a new environment of rising estate tax exemptions and exemption portability. 
    • How to plan for incapacity and avoid guardianship situations. 
    • How to define specific goals for your family's unique planning needs and circumstance. 
    • How to develop an estate plan that will work effectively from inception, throughout life, and especially at administration. 

    No matter how big or small your estate, if you want to make certain your estate plans are complete, optimized, and hassle-free for your family, attend this session! 

      Presented by: Elville And Associates 



      • 29 Jan 2020
      • 7:00 PM - 9:00 PM
      • 5430 Vantage Point Rd., Columbia, MD 21044


      Retirement & Estate Planning Workshops

      Ensuring Retirement Readiness 

      Date: Wednesday, January 29th, 7-9pm

      Location: 5430 Vantage Point Road, Columbia, MD

      In this workshop we'll give you the insights, knowledge and best-practices for ensuring you are fully ready for your eventual retirement. Whether you're 10 months or 10 years away, this session will assist you in being properly prepared for safe, successful and happy retirement.  Topics to be discussed will include: 

      • Accurately determining the amount of savings you'll need.
      • How much retirement income you can expect to enjoy. 
      • The truth behind when people are retiring. 
      • Understanding the real numbers behind Life Expectancy.
      • How to protect yourself for Long-Term Care. 
      • 10 Primary Risks of Retirement and how to address them. 
      • The importance of Goals and Lifestyle Planning for happiness.
      • Determining whether you're on track with where you need to be. 
      • Steps you can take to shift the odds of success in your favor. 

      Plenty of time is allocated for Q&A! Plan to leave with the knowledge needed to significantly enhance your retirement confidence and outlook for success.



      • 30 Jan 2020
      • 7:00 PM - 9:00 PM
      • 5430 Vantage Point Rd., Columbia, MD 21044


      Retirement & Estate Planning Workshops

       Maximizing Retirement Income

      Date: Thursday, January 30th, 7-9pm

      Location: 5430 Vantage Point Road, Columbia, MD

      What’s more essential to retirement financial security than having a solid plan for the income you will live on in retirement and for protecting your wealth from the risks and uncertainty of retirement? Here you’ll learn:

      • How much can you safely withdraw from savings and investments in retirement.
      • Methods and strategies for safely turning your savings and investments into the maximum income possible. 
      • When to start Social Security and whether you can count on it. 
      • Strategies for protecting wealth and guarding against stock market, interest rate, and inflation risks. 
      • The pros & cons of using Annuities in your plans.
      • If and how your investment strategy should change when you're in or nearing retirement. 
      •  When and how it makes sense to convert IRA's and 401k's to Roth IRA's. 
      • The new rules for Required Minimum Distributions (RMDs) and strategies to minimize the tax impact. 

      If your retirement financial goals include maximizing retirement income, financial security, growing and protecting your wealth, and tax-efficient investing, attending this session is a must! 



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