Upcoming Live Events

Four Who Have Retired »

video conference, 4-5:15pm PAC

Apr
15 Two teachers, a custodian, and a personal finance writer share how they successfully retired.

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Get Wise to Maryland's 529 State Contribution Program & Student Loan Tax Credit »

video conference, 4-5:15pm PAC

Apr
22 Baltimore teacher Justin Garritt details the state's generous (and time sensitive) 529 State Contribution Program, and Student Loan Tax Credit.

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Office Hours with Scott & Dan »

video conference, 4-5:15pm PAC

Apr
29 Bring your 403(b), 457(b) and saving for retirement questions. 

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Investing vs Speculating »

video conference, 4-5:15pm PAC

May
6 Fiduciary advisors Breanna Reish, CPF® and Mychal Eagleson, CPF® talk GameStop, crypto currency, saving, and long-term investing.

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Recent Events

The Power of State Based 403(b) and 457(b) Plans

video conference, April 06, 2021

Office Hours
with Scott & Dan

video conference, March 25, 2021

Get Wise to Starting a YouTube Channel

video conference, March 18, 2021

Office Hours on Taxes

video conference, March 11, 2021

Get Wise to Public Service Loan Forgiveness

video conference, March 02, 2021

Women & Personal Finance

video conference, February 25, 2021

Office Hours
with Scott & Dan

video conference, February 18, 2021

Teachers & Taxes

video conference, February 16, 2021

403(b) vs. 457(b)

video conference, February 11, 2021

Get Wise to Budgeting

video conference, February 04, 2021

SLPs Getting Wise to Saving for Retirement

video conference, January 28, 2021