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April 2018

April Member Meeting with Baltimore Community Foundation

April 17 @ 8:00 am - 10:00 am
Goucher College, Buchner Hall, 1021 Dulaney Valley Road
Towson, MD 21204
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Join us for a seminar presented by Lee Carpenter of Semmes, Bowen & Semmes. LGBT Estate Planning and the Benefits of Marriage Learn how to speak with LGBT clients without…

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May 2018

FPA Advocacy Day

May 2 @ 8:00 am - 5:00 pm

FPA Advocacy Day is an important opportunity for FPA members and leaders gather on The Hill to continue the dialogue with federal policymakers about our profession while displaying FPA's strength…

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WiFi Meeting at Hobbits Glen

May 10 @ 4:00 pm - 7:00 pm
Hobbits Glen Golf Club, 11130 Willow Bottom Drive
Columbia, MD 21044
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Calling all Women in Finance! Our meeting in May will feature a private golf lesson at Hobbits Glen followed by happy hour at the Turn House. Great opportunity to improve…

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Spring Symposium 2018

May 17 @ 8:30 am - 4:30 pm
Doubletree by Hilton Baltimore North, 1726 Reisterstown Road
Pikesville, MD 21208
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We are offering CFP Ethics with Dan Candura. Also featured are: David Siegel, CEO of Investopedia, presenting Optimizing Distribution: How advisors draw the largest audience to their brand Bob Raymond,…

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June 2018

FPA Advocacy Day

June 6 - June 7

FPA Advocacy Day is an important opportunity for FPA members and leaders gather on The Hill to continue the dialogue with federal policymakers about our profession while displaying FPA's strength…

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FPA Residency

June 8 @ 8:00 am - June 13 @ 5:00 pm

The highly acclaimed Financial Plan​ning Residency Program builds experience in real financial planning scenarios and establishes mentor relationships with preeminent thought leaders in the profession for new certified financial planners…

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Community Service Day

June 9 @ 10:00 am - 1:00 pm
Frederick Douglass High School, 2301 Gwynns Falls Parkway
Baltimore, MD 21217
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Our chapter is joining with other organizations for a day of community service sponsored by Volunteering Untapped. We are excited to be part of this day and welcome all members…

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NexGen Study Group

June 12 @ 5:00 pm - 7:00 pm
PSA Financial, 11311 McCormick Road
Hunt Valley, MD 21031
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Are you 37 years of age or younger? Are you in the financial service industry? Are you interested in learning with your peers? If so, please join our NexGen committee…

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NexGen Gathering

June 24 - June 26

Join the best and brightest minds of the next generation of financial planners at the annual FPA NexGen Gathering. This event provides an opportunity to discuss hot topics and trends…

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August 2018

Wifi and NexGen Get-Together

August 2 @ 5:00 am - 8:00 pm
Heavy Seas Brewery, 4615 Hollins Ferry Road
Halethorpe, MD 21227
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The FPA of MD Women in Finance and NexGen Committees are teaming together to invite women in the financial services industry to join with members of the financial planning industry…

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