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

    • March 25th, 2025
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  • Federal Employees, Secure Your Financial Future!

    • March 19th, 2025
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  • How to Simplify and Lessen Taxation of Trusts

    • March 18th, 2025
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  • BWFA – Seine River Cruise: Logistics for Travelers

    • March 14th, 2025
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  • Five Key Steps to Downsize Your Home

    • February 25th, 2025
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  • Integrating Imagery “On The Go” for Personal and Professional Success

    • February 20th, 2025
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  • Kickstart Your Health – Learn to Decipher Nutrition Labels

    • February 20th, 2025
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  • Kickstart Your Health – The Best Menu Options When Eating Out

    • February 20th, 2025
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  • Kickstart Your Health – Breaking Your Cravings

    • February 20th, 2025
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  • Kickstart Your Health – The Power of Your Plate

    • January 13th, 2025
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  • Tax Schemes for 2024

    • December 5th, 2024
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  • What Kind of Planning Do You Need?

    • December 4th, 2024
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  • Behavioral Health with Dr. Angelino from Johns Hopkins Howard County Medical Center

    • November 20th, 2024
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  • Stop the Plane! 7 Questions to Answer Before Your Next Trip with Nicole Livingston

    • November 13th, 2024
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  • Planning for College? Discover the Power of 529 Plans

    • November 8th, 2024
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  • Food For Life: Health for Men with Dr. Bussard – PCRM

    • June 24th, 2024
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  • What’s Your Retirement Number?

    • June 24th, 2024
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  • Planning for Social Security

    • June 24th, 2024
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  • Vision for Health: An Update on Johns Hopkins Howard County Medical Center (JHHCMC)

    • June 24th, 2024
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  • What You Don’t Know About Downsizing & Move Management

    • June 17th, 2024
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  • HSA or FSA? How should I pay for medical expenses?

    • May 30th, 2024
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  • Understanding the Uses & Purposes of Irrevocable Trusts

    • May 23rd, 2024
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  • The Brain Blueprint for Cognitive Mastery in Health & Human Performance

    • May 15th, 2024
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  • Stress Less: Natural Remedies for Stress & Anxiety

    • May 9th, 2024
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  • Book Review: “The Invisible Patient” by Annalee Kruger

    • May 9th, 2024
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  • Should I Invest in Real Estate? Do I Have to be a Landlord?

    • May 1st, 2024
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  • Top 10 Mistakes Retirees Make and How to Avoid Them!

    • April 25th, 2024
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  • Selecting Your State of Residence in Retirement

    • April 24th, 2024
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  • Are You Prepared for Medicare?

    • April 23rd, 2024
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  • Disability Planning

    • April 22nd, 2024
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  • Intentionalism in Estate Planning

    • April 22nd, 2024
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  • Retirement 101: Strategies for Success

    • April 10th, 2024
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  • “The Power Foods Diet” Book Review with Dr. Barnard

    • April 3rd, 2024
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  • Clear Headed: A Natural Approach to Seasonal Allergies

    • March 29th, 2024
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  • Roth vs. Traditional IRA – Which is Right for You?

    • March 25th, 2024
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  • Why is a Comprehensive Financial Assessment So Important?

    • March 21st, 2024
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  • Spring Cleanse: Yoga, Ayurveda & Feng Shui

    • March 18th, 2024
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  • Financial Exploitation: Frauds & Scams Targeting Older Adults

    • March 18th, 2024
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  • Taxation of Trusts

    • March 18th, 2024
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  • Estate Planning: When A Loved One Passes

    • March 7th, 2024
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  • Required Minimum Distributions

    • March 7th, 2024
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  • Family Wealth Office

    • February 28th, 2024
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  • Trustee Selection

    • February 20th, 2024
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  • Are We in a Bull Market?

    • February 20th, 2024
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  • Estate Planning: Probate & Guardianship

    • February 20th, 2024
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  • Five Key Steps to Downsize Your Home

    • February 7th, 2024
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  • 4-Week Webinar Series: Food For Life – Healthy Blood Pressure

    • January 29th, 2024
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  • Selecting a Continuing Care Retirement Community (CCRC)

    • January 25th, 2024
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  • Do You Have Too Much Cash, Earning Too Little?

    • January 25th, 2024
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  • 8,000 Days in Retirement

    • January 24th, 2024
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  • Warming Up to Winter Pleasures

    • January 22nd, 2024
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  • 4-Week Webinar Series: Food For Life – Digestive Health

    • January 19th, 2024
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  • Tax Team: Client Information Workshop

    • January 16th, 2024
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  • 4-Week Webinar Series: Food For Life – Natural Appetite Control

    • January 16th, 2024
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  • 4-Week Webinar Series: Food For Life – The Power of Your Plate

    • January 16th, 2024
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  • The Secret to Sustaining Healthy Lifestyle Habits Beyond the New Year

    • January 4th, 2024
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  • Estate Planning for Surviving Spouses

    • December 29th, 2023
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  • Tax Schemes for 2023

    • December 14th, 2023
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  • “Power Foods for the Brain” A Book Review with Dr. Neal Barnard

    • December 12th, 2023
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  • Successfully Managing Stress & Anxiety

    • November 29th, 2023
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  • Trust as Beneficiary of an IRA: Yes or No?

    • November 27th, 2023
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  • Setting Intentions for the New Year

    • November 27th, 2023
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  • Handling Grief & Anxiety During the Holidays

    • November 14th, 2023
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  • 21 Ways to Lift Your Spirit

    • November 14th, 2023
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  • Lab Work 101

    • November 13th, 2023
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  • Tax Filing: Tips, Tricks & Myths

    • November 7th, 2023
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  • The Financial Aspects of Estate Planning

    • November 2nd, 2023
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  • Understanding the Difference Between Alzheimers & Dementia

    • October 19th, 2023
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  • Tax Planning: RMD’s & QCD’s – Alphabet Soup

    • October 3rd, 2023
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  • Who Am I? Insight from the Enneagram

    • September 28th, 2023
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  • Aging in Place: Tips from Top Experts

    • September 12th, 2023
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  • Estate Planning: Elder Law

    • September 12th, 2023
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  • Yin & Yoga Nidra

    • August 30th, 2023
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  • The Federal Government’s “Medicare & You” Handbook

    • August 18th, 2023
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  • Stiff & Sore No More: Natural Remedies for Chronic Aches & Pains

    • August 10th, 2023
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  • Book Review: “The Outside Within”

    • July 14th, 2023
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  • Cooking Class: Summer Classics

    • July 14th, 2023
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  • Volatility in the Markets

    • June 29th, 2023
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  • How to Preserve Your Memories with Photo Archivers

    • June 28th, 2023
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  • The Pitfalls of Annuities

    • June 27th, 2023
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  • Do You Really Need a Bank? What Alternatives Are There?

    • June 21st, 2023
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  • Lessons I Learned Walking the Camino de Santiago

    • June 13th, 2023
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  • A Nervous System Reset Designed to Refresh & Recharge

    • June 12th, 2023
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  • Cooking Class: A Tribute to Julia Child

    • June 6th, 2023
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  • The Food Shopper’s Guide to Health

    • May 18th, 2023
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  • Financial Planning for Families

    • May 10th, 2023
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  • Cooking Class: Dishes of Argentina

    • May 2nd, 2023
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  • Estate Planning for Second Marriages

    • May 2nd, 2023
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  • Do I Need Long-Term Care Insurance?

    • April 26th, 2023
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  • Don’t Be Fooled by Annuities

    • March 31st, 2023
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  • Let Your Breath Flow

    • March 28th, 2023
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  • Pet Power: Understanding Estate Planning for Pets

    • March 22nd, 2023
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  • Tools to Boost Resiliency: Mental Health Practices

    • March 9th, 2023
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  • Gentle Chair Yoga to Open Up Your Heart

    • March 1st, 2023
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  • Financial Planning: Welcoming a Child or Grandchild

    • February 14th, 2023
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  • ESG Investing

    • February 2nd, 2023
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  • Financial Planning for Executives

    • January 19th, 2023
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  • Tax Planning: Continuing Care Retirement Communities

    • January 18th, 2023
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  • Estate Planning: In the Bottom of the 9th Inning

    • January 10th, 2023
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  • Mental Performance & Self-care Tips for the Holiday Season

    • December 14th, 2022
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