More information to come!
In keeping with our Jewish values, The Associated supports a thriving Baltimore that celebrates diversity and appreciates the unique combination of gender, race, age, religion and ethnicity, sexual orientation, cognitive and physical disabilities and special qualities that each resident adds to the fabric of life in Baltimore. We welcome everyone interested in our mission to join us. If you require accommodations, please contact us, and we will make every effort to meet your needs.
Live-captioning is available through Maryland Relay Service. Generally, 48 hours advance notice is required to set this up.
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.