Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

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Shred Event

Oct 28, 2023 10:00 AM Eastern Daylight Time - Oct 28, 2023 12:00 PM Eastern Daylight Time
225 Schilling Circle Suite 250 Hunt Valley, MD , 21031

Secure document shredding provided by Chesapeake Paper Systems.

Market Review & Outlook

Aug 30, 2023 11:00 AM Eastern Daylight Time - Aug 30, 2023 12:00 PM Eastern Daylight Time
Location To Be Determined

We invite you to join us for a discussion on our market outlook, key investment themes and the opportunities we see ahead.

Municipal bond market review

Jun 28, 2023 12:00 PM Eastern Daylight Time - Jun 28, 2023 01:00 PM Eastern Daylight Time
Location To Be Determined

We invite you to join our next discussion featuring Mike Roedl –Portfolio Advisor with RBC Wealth Management’s Fixed Income Trade Desk – who will share an update on National Municipal Bonds, where we are today vs. years past and potential opportunities as we look ahead.