Events & Seminars

We’re committed to helping you make informed decisions about your financial future.

Upcoming Seminars

  • Tue
    23
    Jan
    2018
    6:30pm - 8:00pmRuth's Chris Steakhouse | 1110 Town Center Blvd. Odenton, MD 21113

    How Do You Turn a Lifetime Of Savings Into a Retirement Income Plan and a Tax-Efficient Legacy For Your Loved Ones?

    You have worked hard and saved for your retirement, but are all of the pieces in place?

    Our intimate retirement planning dinner workshop might help you identify the holes in your current retirement strategy. Bryan Slovon, President, and CEO of Stuart Financial Group (Stuart is his middle name) will provide insight into what you might be missing from doing it on your own or entrusting your hard earned dollars to a variety of investment solutions.

  • Wed
    31
    Jan
    2018
    6:30pm - 8:00pmThe King's Contrivance | 10150 Shaker Dr. Columbia, MD 21046

    How Do You Turn a Lifetime Of Savings Into a Retirement Income Plan and a Tax-Efficient Legacy For Your Loved Ones?

    You have worked hard and saved for your retirement, but are all of the pieces in place?

    Our intimate retirement planning dinner workshop might help you identify the holes in your current retirement strategy. Bryan Slovon, President, and CEO of Stuart Financial Group (Stuart is his middle name) will provide insight into what you might be missing from doing it on your own or entrusting your hard earned dollars to a variety of investment solutions.

  • Tue
    06
    Feb
    2018
    6:30pm - 8:00pmYellowfin Steak and Fish House | 2840 Solomon's Island Rd. Edgewater, MD 21037

    How Do You Turn a Lifetime Of Savings Into a Retirement Income Plan and a Tax-Efficient Legacy For Your Loved Ones?

     

    You have worked hard and saved for your retirement, but are all of the pieces in place?

    Our intimate retirement planning dinner workshop might help you identify the holes in your current retirement strategy. Bryan Slovon, President, and CEO of Stuart Financial Group (Stuart is his middle name) will provide insight into what you might be missing from doing it on your own or entrusting your hard earned dollars to a variety of investment solutions.

  • Thu
    08
    Feb
    2018
    6:30pm - 8:00pmThe Chop House of Annapolis | 1915 Towne Centre Blvd Ste 250 Annapolis, MD 21041

    How Do You Turn a Lifetime Of Savings Into a Retirement Income Plan and a Tax-Efficient Legacy For Your Loved Ones?

    You have worked hard and saved for your retirement, but are all of the pieces in place?

    Our intimate retirement planning dinner workshop might help you identify the holes in your current retirement strategy. Bryan Slovon, President, and CEO of Stuart Financial Group (Stuart is his middle name) will provide insight into what you might be missing from doing it on your own or entrusting your hard earned dollars to a variety of investment solutions.

Essential Financial Strategies for A Comfortable Retirement.

Learn Strategies to Help Avoid Running Out of Money During Retirement

Important topics we’ll discuss:*

  • Discover how ‘stress testing’ your portfolio can help you plan for 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

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.

* This website may contain concepts that have tax, accounting or legal implications. The material is intended for informational purposes only. It is not intended to provide tax, accounting or legal advice or to service as the basis for any financial decisions. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting and legal matters.