The first 15 families to register will receive a goody bag filled with fun supplies and a copy of Amy’s book! (Baltimore Families only)
We welcome participants of all abilities. This Zoom event will offer live captioning from MD Relay Service.
This presentation will review the changing views on wealth in the marketplace, how these changes are affecting planning, and practical recommendations on how to adapt to a changing landscape and meet the goals and desires of a new type of client.