| Locations: | Topics |
| Fox Hill | Listening to the Elephant |
| Shulman Rogers Law Offices |
Business Exit Planning |
| Mid-Atlantic Federal Credit Union |
Estate Planning and Trust Education Seminars 401(k) Compliance for business owners |
| Ingleside Retirement Community | Mythbusters: Are there really any alternative investment options? |
| Asbury Methodist Village | Are you ready for the NEXT CHAPTER in your life? |
| Hildebrand & Limparis CPA | The importance of Long Term Care Insurance |
| First Baptist Church, Wheaton, MD | Estate Planning and Gifting |
| Humane Society, Washington, DC | Retirement Planning |
| Jewish Community Center | Wealth Management Strategies |
| Rockville Senior Center | State of the Economy: What is the impact now that the elections are over? |
| Comstar Federal Credit Union | Tax Planning and Strategies |
| Ft. Detrick, Frederick, MD | Retirement Planning and Distribution |
| Rockville City Council Offices | Tax Planning and Investment Strategies for the Current Economy |
| NIST | Retirement Planning Estate Planning |
| Hughes | Estate Planning and Trust Retirement Planning |
| Bethesda Marriott | Senior Expo and Workshops |