Upcoming Live Events

Get Wise to the Basics of Saving and Investing »

video conference, 4-5PM PT/5-6PM MT/6-7PM CT/7-8PM ET

May
20 Topics covered include: saving vs. investing, impact of inflation, stocks, bonds, mutual funds, ETFs, indices, and asset allocation. We will also take questions.

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Office Hours with Scott
& Dan »

video conference, 4-5PM PT/5-6PM MT/6-7PM CT/7-8PM ET

Jun
3 Bring your 403(b), 457(b) and saving for retirement questions. 

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Get Wise to Social Security's GPO/WEP »

video conference, 4-5PM PT/5-6PM MT/6-7PM CT/7-8PM ET

Jun
17 Learn how these provisions could affect your Social Security benefits.

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Recent Events

Get Wise to the 403(b) & 457(b)

video conference, May 13, 2021

Investing vs Speculation

video conference, May 06, 2021

Office Hours with Scott & Dan

video conference, April 29, 2021

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

video conference, April 22, 2021

Four Who Have Retired

video conference, April 15, 2021

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