Webinars

Spring Cleanse: Yoga, Ayurveda & Feng Shui to Remove Stagnant Energy with Dagmar

Federal Employees, Secure Your Financial Future!

How to Simplify and Lessen Taxation of Trusts

BWFA – Seine River Cruise: Logistics for Travelers

Five Key Steps to Downsize Your Home

Integrating Imagery “On The Go” for Personal and Professional Success

Kickstart Your Health – Learn to Decipher Nutrition Labels

Kickstart Your Health – The Best Menu Options When Eating Out

Kickstart Your Health – Breaking Your Cravings

Kickstart Your Health – The Power of Your Plate

Tax Schemes for 2024

What Kind of Planning Do You Need?

Behavioral Health with Dr. Angelino from Johns Hopkins Howard County Medical Center

Stop the Plane! 7 Questions to Answer Before Your Next Trip with Nicole Livingston

Planning for College? Discover the Power of 529 Plans

Food For Life: Health for Men with Dr. Bussard – PCRM

What’s Your Retirement Number?

Planning for Social Security

Vision for Health: An Update on Johns Hopkins Howard County Medical Center (JHHCMC)

What You Don’t Know About Downsizing & Move Management

HSA or FSA? How should I pay for medical expenses?

Understanding the Uses & Purposes of Irrevocable Trusts

The Brain Blueprint for Cognitive Mastery in Health & Human Performance

Stress Less: Natural Remedies for Stress & Anxiety

Book Review: “The Invisible Patient” by Annalee Kruger

Should I Invest in Real Estate? Do I Have to be a Landlord?

Top 10 Mistakes Retirees Make and How to Avoid Them!

Selecting Your State of Residence in Retirement

Are You Prepared for Medicare?

Disability Planning

Intentionalism in Estate Planning

Retirement 101: Strategies for Success

“The Power Foods Diet” Book Review with Dr. Barnard

Clear Headed: A Natural Approach to Seasonal Allergies

Roth vs. Traditional IRA – Which is Right for You?

Why is a Comprehensive Financial Assessment So Important?

Spring Cleanse: Yoga, Ayurveda & Feng Shui

Financial Exploitation: Frauds & Scams Targeting Older Adults

Taxation of Trusts

Estate Planning: When A Loved One Passes

Required Minimum Distributions

Family Wealth Office

Trustee Selection

Are We in a Bull Market?

Estate Planning: Probate & Guardianship

Five Key Steps to Downsize Your Home

4-Week Webinar Series: Food For Life – Healthy Blood Pressure

Selecting a Continuing Care Retirement Community (CCRC)

Do You Have Too Much Cash, Earning Too Little?

8,000 Days in Retirement

Warming Up to Winter Pleasures

4-Week Webinar Series: Food For Life – Digestive Health

Tax Team: Client Information Workshop

4-Week Webinar Series: Food For Life – Natural Appetite Control

4-Week Webinar Series: Food For Life – The Power of Your Plate

The Secret to Sustaining Healthy Lifestyle Habits Beyond the New Year

Estate Planning for Surviving Spouses

Tax Schemes for 2023

“Power Foods for the Brain” A Book Review with Dr. Neal Barnard

Successfully Managing Stress & Anxiety

Trust as Beneficiary of an IRA: Yes or No?

Setting Intentions for the New Year

Handling Grief & Anxiety During the Holidays

21 Ways to Lift Your Spirit

Tax Filing: Tips, Tricks & Myths

The Financial Aspects of Estate Planning

Understanding the Difference Between Alzheimers & Dementia

Tax Planning: RMD’s & QCD’s – Alphabet Soup

Who Am I? Insight from the Enneagram

Aging in Place: Tips from Top Experts

Estate Planning: Elder Law

Yin & Yoga Nidra

The Federal Government’s “Medicare & You” Handbook

Stiff & Sore No More: Natural Remedies for Chronic Aches & Pains

Book Review: “The Outside Within”

Cooking Class: Summer Classics

Volatility in the Markets

How to Preserve Your Memories with Photo Archivers

The Pitfalls of Annuities

Do You Really Need a Bank? What Alternatives Are There?

Lessons I Learned Walking the Camino de Santiago

A Nervous System Reset Designed to Refresh & Recharge

Cooking Class: A Tribute to Julia Child

The Food Shopper’s Guide to Health

Financial Planning for Families

Cooking Class: Dishes of Argentina

Estate Planning for Second Marriages

Do I Need Long-Term Care Insurance?

Don’t Be Fooled by Annuities

Let Your Breath Flow

Pet Power: Understanding Estate Planning for Pets

Tools to Boost Resiliency: Mental Health Practices

Gentle Chair Yoga to Open Up Your Heart

Financial Planning: Welcoming a Child or Grandchild

Financial Planning for Executives

Tax Planning: Continuing Care Retirement Communities

Estate Planning: In the Bottom of the 9th Inning

Mental Performance & Self-care Tips for the Holiday Season

Business Owner Series: Exit Strategy & Succession Planning

Tax Schemes for 2022

Charitable Giving with Bridges

Gratitude as a Spiritual Practice

BOO! Investing & Retirement Planning Doesn’t Have to Be Scary

Tax Planning: What We Learned from 2023 and Need to Know for 2024!

Business Owner Series: Selling Your Business

Estate Planning: Guardianship & the Alternatives

Cooking Class: Northern Indian Classics

Digestive Health: The Root Cause

Cooking Class: Pig, Pickles, Smoke & Whiskey

Deep Work: Art, Science, or Both?

Mindfulness Matters

Cooking Class: A Grilled Vegetarian Feast!

The Role of Nature in Keeping Us Healthy & Happy

Kitchen Cupboard Remedies

Cooking Class: Spring Awakening

Cooking Class: Asian Small Plates

Cooking Class: Seafood

Estate Planning for Young Families

Cooking Class: Valentine’s Day

Befriending Old Man Winter

New Year’s Power Play with RG2: Resilience, Grit, and a Growth Mindset

Cooking Class: Dishes from Greece

Cooking Class: Foods from Poland

Tax Schemes for 2021

Charitable Giving with Neighbor Ride

Cooking Class: Traditional Hanukkah

Cooling Yin Yoga for Beginners

Taxes – What We Learned from 2020 and Need to Know for 2021!

Cooking Class: Cuisine of Ethiopia

Stiff and Sore No More

Natural Energy Boosters

Cooking Class: Focaccia Bread

From Worrier to Warrior: Taming Your Anxiety & Pain

ZENwalk: Guided Mindful Exploration of Your Backyard/Balcony

The Art and Science of a Lasting Relationship

Cooking Class: The Cuisine of Lebanon

Cooking Class: Backyard BBQ Sides

Healing Qualities of Forest Bathing

Pranayama: Breathing Exercises to Combat Seasonal Fatigue

Cooking Class: New Orleans & Creole Cuisine

Work-Life Balance

Spring Cleaning: Tips to Declutter & Downsize Your Home

Cooking Class: Southern Brunch

Take a Breath: Meditation and Breathing

Cooking Class: Country French Brunch

Yoga of the Heart

Cooking Class: Healthy Eating

Yoga Nidra: Deepen Your State of Relaxation

Tax Schemes for 2020: Protecting Oneself

“Taming the Anxious Mind”- A Book Review

Cooking Class: Thanksgiving

Tips for Relieving Stress & Anxiety During Difficult Times

Tax Reform and Your Tax Return

A Beginner’s Guide to Integrative Medicine

Protecting Against Identity Theft

How to Downsize into a New Lifestyle

Posture Clinic for the Desk Dweller

How the Presidential Election Might Impact Your Portfolio

Special Event with Gerry Sandusky

Cooking Class: Margaritaville

Gentle Yoga Class #4

Gentle Yoga Class #3

Cooking Class: Backyard BBQ

Gentle Yoga Class #2

Cooking Class: Summer Pasta

Estate Planning: How to Avoid Probate Court

Business Owner Series: Estate Planning

Password Management Simplified

Is Your Financial Advisor Acting in Your Best Interest, or Theirs?

Estate Planning: Trustee Workshop

Investing Amid the Coronavirus Meltdown

Business Owner Series: Financial Planning

Planning for a Loved One with Special Needs

A Natural Approach to a Good Night’s Sleep

Making the Most of Medicare

Estate Planning for the Individual

Will Your Portfolio Thrive or Just Survive, During the Wall Street Roller Coaster Ride?

Tips from Top Experts on How to Downsize into a New Lifestyle

Estate Planning: How Will The SECURE Act Impact Your Retirement?

Protecting Against Identity Theft

Take a Breath – Calming Anxiety and Stress