What we’re about
If you’ve ever felt confused about money, insurance, retirement, or what to do with an old 401(k)… this workshop is for you.
We’re keeping it super simple, relaxed, and easy to follow. No pressure, no sales pitch — just helpful information so you can make smarter decisions for yourself and your family.
What We’ll Cover
• How to grow and protect your money
• How life insurance with living benefits works
• What to do with an old 401(k) or retirement account
• How to build long-term financial security
• Easy steps to get your financial plan in order
Who Should Come
Anyone who wants to understand their money better — especially beginners.
Teachers, parents, young adults, couples, retirees… everyone is welcome.
What to Expect
• Business casual, friendly environment
• Simple explanations — nothing complicated
• Time for questions
• Option to book a 1-on-1 appointment afterward
When & Where
📅 Saturday at 10AM
📍 Calverton, MD - RSVP for address
Questions?
Just message me here on Meetup!
Upcoming events
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