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October 2020

Women in Finance – Case Study Happy Hour

October 1, 2020 @ 4:00 pm - 5:00 pm

It’s certainly been a challenging year, to say the least, but we’d love to celebrate our strength and get together for a virtual round table networking session. This time, drinks…

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Ask Michael Anything – a Virtual Meeting with Michael Kitces

October 15, 2020 @ 10:00 am - 11:00 am
Zoom Meeting

Ask Michael Anything This is going to be fun! And full of up-to-the-minute information! Michael Kitces, past FPA MD president, fellow chapter member and friend, will answer your questions in…

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Money Power Day

October 17, 2020 @ 10:00 am - 2:00 pm

Money Power Day 2020 has moved Online!  The 100% virtual event will take place Saturday, October 17, 2020 from 10am to 2pm. Money Power Day is the Baltimore-region's largest, free financial fitness fair…

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NexGen Lunch and Learn – Annuities

October 22, 2020 @ 12:00 pm - 1:00 pm
Zoom Meeting

NexGen Lunch and Learn - Annuities   Jill Van Tine, Regional Sales Vice President with Brighthouse Financial and a friend and partner with our chapter, will be our presenter. She…

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November 2020

November Member Meeting – Mortgages and Credit

November 19, 2020 @ 9:00 am - 10:00 am
Zoom Meeting

November Member Meeting How do credit scores affect interest rates? What are some surprising ways credit scores are affected? How are investors making decisions about how much money to put…

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December 2020

December Member Meeting – How to Build and Manage an Elite Team

December 10, 2020 @ 10:00 am - 11:00 pm
Zoom Meeting

Elite Teams lead the field in client acquisition and client retention for a reason – they consistently engage in high-impact activities that most teams either will not or cannot do.…

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January 2021

Federal Reserve Economic Update

January 13 @ 8:00 am - 10:00 am
Zoom Meeting

Register today for one of our most popular meetings of the year! Andrew Bauer, vice president and regional executive for the Baltimore branch of the Federal Reserve Bank of Richmond,…

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WiFi Happy Hour

January 21 @ 4:00 pm - 5:30 pm
Zoom Meeting

We’re saying goodbye to 2020 and hello to 2021!   We hope you’ll join us for a WiFi Happy Hour to share lessons learned from 2020, new ideas and business…

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March 2021

Round Table Discussion with Maryland Comptroller Peter Franchot

March 5 @ 1:30 pm - 2:30 pm
Zoom Meeting

The date for this meeting has changed from February 19th to March 5, 2021. If you registered for the February 19 meeting, please register again for March 5th. The Zoom…

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The Great Debate: Growth vs. Value

March 16 @ 11:00 am - 12:00 pm

Please join us to hear from American Century Investments Growth and Value teams as they discuss the current and long term thesis for their respective styles in a “debate style…

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