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Stuart Financial
Group Workshops
Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial information at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature.

We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

Stuart Financial Group Workshops

Essential Financial Strategies for A Comfortable Retirement.
Find Out How to Avoid Running Out of Money During Retirement.

Important topics we’ll discuss:
  • Discover how ‘stress testing’ your portfolio can help protect you from future market corrections
  • Learn why and how to maximize Social Security benefits and develop an estate strategy
  • Assessing your current situation and sources of retirement income
  • Minimizing income taxes with proactive tax planning
  • Preparing for the unexpected
  • Addressing estate and legacy issues
  • Are you working with a retirement specialist? – how to find out if you are
  • Strategies to help handle the substantial tax burden of qualified retirement accounts
There will be no sales pitches. For more information and to register, fill out the registration form on this page, or call us at 301-345-1635. ALL SPEAKING EVENTS BEGIN PROMPTLY AT 6:30 PM. No admittance will be allowed if you arrive after 6:30. Call Now, Seating is Limited!

Topics covered are best suited for investors with portfolios of $400,000 or greater. These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement. Our policy is to give preferential seating first to first-time attendees. Married guests must attend together. A representative of Stuart Financial Group will be contacting you to confirm the details of your reservation and dinner options.

Upcoming Dinner & Retirement Planning Seminars

Ruth's Chris Steak House in Annapolis

301 Severn Ave.
Annapolis, MD 21403

Tuesday, August 15th at 6:30 p.m.


Cooper’s Hawk Winery & Restaurant in Annapolis

1906 Towne Centre Blvd #238
Annapolis, MD 21404


Ruth's Chris Steak House in Odenton

1110 Town Center Blvd
Odenton, MD. 21113

Thursday, September 14th at 6:30 p.m.

The Kings Contrivance Restaurant in Columbia

10150 Shaker Drive
Columbia, MD 21046

Tuesday, September 12th at 6:30 p.m.

Mrs. K's Tollhouse Restaurant in Silver Spring

9201 Colesville Road
Silver Spring, MD 20910

Tuesday, September 19th at 6:30 p.m.


Thursday, September 21st at 6:30 p.m.

To Register:
Call us at (301) 345-1635 or fill out the form below.

PLEASE NOTE: A representative of Stuart Financial Group will be contacting you to confirm the details of your reservation and dinner options.

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Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Neither Stuart Financial Group nor Global Financial Private Capital offer tax advice. Please consult your personal tax advisor or CPA. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to claims-paying ability of the issuing company, and are not offered by Global Financial Private Capital. Stuart Financial Group and Global Financial Private Capital are not responsible for the content that appears on any site that the links on may redirect to.