Organizations we are proud to support through our company, our networking groups or individually:

Spring Dell Center, Inc

Charles Regional Medical Center Foundation

Charles County Crime Solvers

Lifestyles of Maryland

The Anwar Sadat Chair for Peace and Development

Johnstown Area Heritage Association

Shriners Hospitals for Children

Blessings in a Backpack

Community Educational Outreach

Over the years we have been presented to numerous groups on a variety of financial planning related topics including retirement, investing, estate planning, financial planning issues related to divorce, and planning for the costs of chronic illness.

A few of the organizations we have partnered with include: the College of Southern Maryland, the Lions Club, New Life Church, Southern Maryland Association of Realtors, The Charles County Chamber of Commerce and the Charles Regional Medical Center Foundation. 

If your group would like us to speak on a personal financial planning related topic, please reach out to us.