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October 2019

October 24 Fall Membership Meeting

October 24, 2019 @ 10:45 am - 1:45 pm
Congressional Country Club, 8500 River Road
Bethesda, MD 20817 United States
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Opportunities and Risks: What You Need to Know About Real Estate Investing Please join our panel of accomplished professionals to discuss key topics including: The current state of the commercial real estate market given the extended market cycle and current interest rate environment, Recent tax changes beneficial to REITs/investors and tax-advantaged real estate transactions, Insurance considerations around asset protection and liquidity solutions, and Estate planning techniques for various types of property. CHRIS CZARNECKI CHIEF EXECUTIVE OFFICER BROADSTONE Chris is responsible…

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November 2019

November 14 Happy Hour Beyond the Beltway

November 14, 2019 @ 5:30 pm - 7:30 pm
Cooper’s Hawk Winery & Restaurant, 19870 Belmont Chase Drive
Ashburn, VA 20147 United States
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Expand Your Professional Network Join us for our popular Networking Beyond the Beltway series as we head to Coopers Hawk Winery in Ashburn. Expand your professional network in one of the fastest expanding parts of our region. We will be joined by members and guests of NAIFA-Greater Washington DC.

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February 2020

Feb 12 Professional Development – Heckerling Review

February 12, 2020 @ 9:00 am - 11:00 am
CohnReznick LLP, 8000 Towers Crescent Drive, #1000
Tysons, VA 22182 United States
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Two hours of continuing education for accountants, insurance professionals, financial planners.Join the Chapter for our annual Heckerling Seminar review with past-president Gary Altman, Esq., CFP. This course is advanced level with content for all disciplines.

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March 2020

March 4 Professional Night

March 4, 2020 @ 6:00 pm - 9:00 pm
The Ritz-Carlton, Tysons Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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Join us for the premier financial services networking event in the Washington, DC area. You won't want to miss this elegant evening with a who's who in the financial services industry. Perfect for brand enhancement, client appreciation or colleague recognition. This is the 23rd annual Professional Night! Sponsorship and attendance details  

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April 2020

POSTPONED – April 25 Community Forum Volunteer Opportunity

April 25, 2020 @ 8:30 am - 12:00 pm

Join Chapter leaders on Saturday, April 25 as we hold a community outreach forum at the Metropolitan A.M.E. church in Washington, D.C. Volunteers are needed to serve as table hosts to field questions from the community.

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May 2020

May 21 Webinar – Tax, Legal and Investment Implications of the CARES Act

May 21, 2020 @ 11:00 am - 12:00 pm

Peel back the onion on the CARES Act and look at what comes next. Planning do’s and don’ts for small business and personal clients.

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June 2020

June 2 Annual Meeting and Sip-and-Learn Virtual Happy Hour

June 2, 2020 @ 4:00 pm - 5:30 pm

Annual Membership Meeting and Sparkling Virtual Happy Hour featuring an informal sip-and-learn on the nuances of bubbly beverages Please join us as we elect Chapter officers and directors for 2020-2021. Following Chapter business, we will take a deep dive into the world of sparkling wine.  You will start by learning about the history of sparkling wine as well as the major methods of production and the styles they create.  We will then discuss some of the major sparkling wine denominations…

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September 2020

September 10 Virtual Golf Clinic and Social

September 10, 2020 @ 4:00 pm - 5:30 pm

Virtual Golf Lesson and Networking Social Virtual Golf Lesson with Whiskey Creek Golf Club Pro and Tournament Director Scott Wisnom, PGA. $15 members, $25 guests One hour at-home (or in your office) group lesson and networking social. Avid players and novices welcome.

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Sept 22 Fall Meeting Webinar

September 22, 2020 @ 11:30 am - 12:30 pm

Guiding Clients Through Divorce: Regaining Clarity, Control and Financial Security Divorce impacts thousands of families annually and the data has spiked due to increased stressors of the pandemic. In the true fashion of the Society, we are bringing together a multi-disciplinary panel focusing on varying aspects of the divorce process – finances, mental wellness, legal matters, and the nuances for each case – to provide you with even more resources to guide your clients through this process. Please join us for…

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October 2020

October1 Golf Meet Up at Norbeck Country Club

October 1, 2020 @ 8:30 am - 1:30 pm
Norbeck Country Club, 17200 Cashell Road
Rockville, MD 20853 United States
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Join your Chapter friends and colleagues for an informal golf meet up at Norbeck Country Club. You may choose to have your own cart or share with a buddy or member of your household. Guests are welcome. All Montgomery County and Club pandemic safety rules apply. Fee includes round of golf, cart, and post-round lunch and a drink provided by sponsor Principal Retirement Services. Each player will play the club directly.

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