November 15 @ 8:30 am - 5:00 pm
Mark your calendar for our Fall Symposium!
Presenters include Comptroller Peter Franchot, Frank Campbell on estate planning, Michael Shaw on compliance, Melissa Barnickel on long-term care insurance; Mary Jovanovich with Schwab on charitable giving and Kevin Russ with Brighthouse on retirement planning.
For details, please click here for the invitation and registration information.
We are accepting applications for our annual scholarship awarded to a chapter member who is enrolled in an accredited CFP program or who is studying for the CFP exam. The application is here. The application instructions are here.
Registration will open soon.
For refunds please call 443-691-0587.