Broker Check

Events

August 18 - August 21, 2019

8:00a - 5:00p

San Diego Convention Center

LPL Financial Focus 2019

Vintage Financial team members will be attending the 2019 annual LPL National Conference in San Diego.

 

August 28, 2019

5:00p - 8:00p

Red Red Wine Bar

Wine Down Wednesday Networking Event

Professional Networking event for the Anne Arundel Estate Planning Council members and their guests. Wine Down Wednesday Event Sponsor: Severn Bank

 

September 4, 2019

5:00p - 8:00p

Kenwood Country Club

Happy Hour and Book Group Discussion

For those who are interested, there will be a book discussion of Bill Dedman's Empty Mansions during the happy hour. Mr. Dedman will speak at the Council's September 18 membership luncheon and this discussion will give interested members and guests a chance to chat about the book prior to hearing from the author. Of course, the usual happy hour networking will continue throughout the evening for those that are not interested in discussing the book.

 

September 9, 2019

10:00a - 12:00p

Rockville Library

Taxes in Retirement September 9th

Want to learn how to optimize your retirement income for taxes?

 

September 18, 2019

12:00p - 2:00p

Kenwood Country Club

Lessons From Empty Mansions

Empty Mansions is a mystery of wealth and loss. Though the reclusive heiress Huguette Clark owned palatial homes in California and Connecticut and New York, she lived for twenty years in a simple hospital room. This Empty Mansions event is a combination of a book talk and as a discussion of planned giving and wealth management. Bill Dedman will recount the mistakes of the Clark family told through the eyes of daughter Hugette, who as a young girl who held a ticket on the Titanic and as an elderly woman was still living in New York City on 9/11. Take a tour of the Gilded Age and the mysteries of a prominent family and learn how to frame planned giving discussions with your clients.

 

October 30, 2019

5:00p - 8:00p

Red Red Wine Bar

Wine Down Wednesday Networking Event

Professional Networking event for the Anne Arundel Estate Planning Council members and their guests. Wine Down Wednesday Event Sponsor: Severn Bank

 

December 12, 2019

7:00p - 9:00p

Ruth's Chris Steak House

Private Client Event

This is an invitation only event, if you are interested in attending please ask a member of our team.

 

May 27 - May 30, 2020

9:00a - 5:00p

Hynes Convention Center, Boston, MA

ACE, The Exceptional Advisor Conference

ACE 2020 (Annual Conference Experience), The Exceptional Advisor Conference.

 

July 19 - July 22, 2020

8:00a - 5:00p

McCormick Place

LPL Financial Focus 2020

Vintage Financial team members will be attending the 2020 annual LPL National Conference in Chicago.

Event Registration

Thank you!

Error processing your request. Please try again at a later time.