Events

19th
Aug. 2026

Retirement: Excitement or Uncertainty?

The answer is likely “both!” Join Laurie Kramer, CFP® and Alan Menase, CFP® for an interactive presentation to learn about the shift from saving to spending, key risks, Social Security, Medicare, and what a strong financial plan truly entails.
30th
Sep. 2026

Retirement: Excitement or Uncertainty?

Silo Falls, Bourbon Room | 19501 Georgia Avenue, Brookeville, MD 20833
The answer is likely “both!” Join Laurie Kramer, CFP® and Alan Menase, CFP® for an interactive presentation to learn about the shift from saving to spending, key risks, Social Security, Medicare, and what a strong financial plan truly entails.

Past Events

21st
Jul. 2026

Retirement: Excitement or Uncertainty?

Silo Falls, Bourbon Room | 19501 Georgia Avenue, Brookeville, MD 20833
Join Laurie Kramer, CFP® and Alan Menase, CFP® for an interactive presentation on retirement readiness over hors d’oeuvres and drinks.
3rd
Jun. 2026

From Fear to Freedom: Mastering Your Finances in Retirement

The Retreat at Crown, 803 Crown Park Avenue, Gaithersburg, MD 20878
As an important chapter in life, retirement is supposed to be exciting not worrisome. Join us for a discussion that addresses this shift, potential risks, and time-tested strategies for success.
14th
May. 2024

Medicare Mistakes

Laura Nash, CFP® , Relationship Manager » Glen J. Buco, CFP®, Director of Consulting Services » Presenters: West Financial Services’ Laura Nash, CFP®
8th
Feb. 2023

Your Estate Plan - Where to Start

Join Debby Cochran and Steven Sigsbury, Cochran Law Group, for an informative discussion on what you need to know about estate planning.
13th
Oct. 2022

Policy and Politics: Implications for Investors

Join Charles Schwab's Washington Insider, Michael Townsend, for an entertaining and informative discussion on how policy and political developments in Washington are impacting the markets.
14th
Sep. 2022

Social Security: With You Through Life's Journey

Join West Financial Services and David J. Melton, Public Affairs Specialist, Social Security Administration to discuss Social Security Retirement and Family Benefits, SSA Online Services and Medicare.
August 19, 2026

Retirement: Excitement or Uncertainty?

The answer is likely “both!” Join Laurie Kramer, CFP® and Alan Menase, CFP® for an interactive presentation to learn about the shift from saving to spending, key risks, Social Security, Medicare, and what a strong financial plan truly entails.
Learn More
September 30, 2026

Retirement: Excitement or Uncertainty?

Silo Falls, Bourbon Room | 19501 Georgia Avenue, Brookeville, MD 20833
The answer is likely “both!” Join Laurie Kramer, CFP® and Alan Menase, CFP® for an interactive presentation to learn about the shift from saving to spending, key risks, Social Security, Medicare, and what a strong financial plan truly entails.
Learn More