Broker Check

Events

Upcoming Events

May 7, 2020

6:30p - 8:00p

Turf Valley Resort, Ellicott City, MD

2020 Retirement Dinner Seminar MD

2020 Retirement Dinner Seminar The upcoming event is presented by WAVA's "Making Money Sense" radio show host, Larry Rosenthal. The Retirement Dinner Planning Seminar, "Going from taxable to tax free” focuses on the needs of area baby boomers, retirees, and anyone entering retirement in the near future.

Past Events

March 25, 2020

6:30p - 8:00p

Evergreen Country Club

2020 Retirement Dinner Seminar VA Postponed TBD

2020 Retirement Dinner Seminar The upcoming event is presented by WAVA's "Making Money Sense" radio show host, Larry Rosenthal. The Retirement Dinner Planning Seminar, "Going from taxable to tax free” focuses on the needs of area baby boomers, retirees, and anyone entering retirement in the near future. Larry will teach you how to enhance your retirement income/assets and passing to your heirs. Discussion also include taking advantage of changes in market conditions, potentially avoiding the most common retirement planning pitfalls, Roth Conversion & stretch IRA's, Proper retirement & investment planning, Estate planning strategies, Tax-favored wealth accumulation strategies and Tax-wise retirement distribution. The attire is business casual and dinner is provided compliments of Larry Rosenthal and Rosenthal Wealth Management Group.

February 27, 2020

7:00p - 8:30p

Turf Valley Resort, Ellicott City, MD

2020 Retirement Din Sem - AT CAPACITY

AT CAPACITY - Next one in May TBD 2020 Retirement Dinner Seminar The upcoming event is presented by WAVA's "Making Money Sense" radio show host, Larry Rosenthal. The Retirement Dinner Planning Seminar, "Going from taxable to tax free” focuses on the needs of area baby boomers, retirees, and anyone entering retirement in the near future. Larry will teach you how to enhance your retirement income/assets and passing to your heirs. Discussion also include taking advantage of changes in market conditions, potentially avoiding the most common retirement planning pitfalls, Roth Conversion & stretch IRA's, Proper retirement & investment planning, Estate planning strategies, Tax-favored wealth accumulation strategies and Tax-wise retirement distribution. The attire is business casual and dinner is provided compliments of Larry Rosenthal and Rosenthal Wealth Management Group.

September 24, 2019

6:30p - 8:00p

Turf Valley Resort, Ellicott City MD

D-2019 Retire Seminar - Tax Strategies

The upcoming event is presented by WAVA's "Making Money Sense" radio show host, Larry Rosenthal. The Retirement Planning Seminar, "Going from taxable to tax free” focuses on the needs of area baby boomers, retirees, and anyone entering retirement in the near future. Larry will teach you how to enhance your retirement income/assets and passing to your heirs. Discussion also include taking advantage of changes in market conditions, potentially avoiding the most common retirement planning pitfalls, Roth Conversion & stretch IRA's, Proper retirement & investment planning, Estate planning strategies, Tax-favored wealth accumulation strategies and Tax-wise retirement distribution. The attire is business casual and light refreshments are provided compliments of Larry Rosenthal and Rosenthal Wealth Management Group.

May 9, 2019

1:00p - 2:30p

Turf Valley Resort, Ellicott City, MD

Annuities: How They Work, Pros & Cons

Join us as “Making Money Sense” radio host, Larry Rosenthal, and Jim Samuel, founder of DCS Financial, host a special daytime event for you and your guests. This session focuses on learning how annuities work, the pros & cons, and using them as a tool in your portfolio. Additionally, they will cover timely economic issues as well as specific financial sectors potentially impacting your portfolio. The program is 90 minutes and light refreshments will be served.

April 11, 2019

1:00p - 2:30p

Turf Valley Resort, Ellicott City, MD

Maximizing Social Security

Join us as “Making Money Sense” radio host, Larry Rosenthal, and Jim Samuel, founder of DCS Financial, host a special daytime event for you and your guests. This session focuses on getting the most out of your social security and coordinating those benefits with other sources of retirement income. Additionally, they will cover timely economic issues as well as specific financial sectors potentially impacting your portfolio. The program is 90 minutes and light refreshments will be served.

March 19, 2019

1:00p - 2:30p

Turf Valley Resort, Ellicott City, MD

Legacy for your Heirs and Charities

Join us as “Making Money Sense” radio host, Larry Rosenthal, and Jim Samuel, founder of DCS Financial, host a special daytime event for you and your guests. This session focuses on Legacy Planning - going from taxable to tax-free and enhancing your estate for heirs and charities. Additionally, they will cover timely economic issues as well as specific financial sectors potentially impacting your portfolio. The program is 90 minutes and light refreshments will be served.

Event Registration


Thank you!

Error processing your request. Please try again at a later time.