Broker Check

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 25, 2020

7:00p - 8:00p

Web Ex online meeting

Tax Allocation Strategies & Understanding the Economy - Evening

Come join us for Larry Rosenthal’s Weekly Webinar event: Week 4:  Tax Allocation Strategies & Understanding the Economy. The final program of our spring series covers two broad topics: taxes and the economy.  Today, Larry discusses how to minimize taxation of your investments throughout all three phases of financial planning:  Accumulation, Distribution, and Legacy Planning.  In addition, Larry demystifies “The Economy,” explaining how to determine whether the economy is contracting or expanding.  What are the Leading Economic Indicators and how do they impact your financial plan?  This webinar is one hour long. 

June 25, 2020

2:00p - 3:00p

Web Ex online meeting

Tax Allocation Strategies & Understanding the Economy - Afternoon

Come join us for Larry Rosenthal’s Weekly Webinar event: Week 4:  Tax Allocation Strategies & Understanding the Economy. The final program of our spring series covers two broad topics: taxes and the economy.  Today, Larry discusses how to minimize taxation of your investments throughout all three phases of financial planning:  Accumulation, Distribution, and Legacy Planning.  In addition, Larry demystifies “The Economy,” explaining how to determine whether the economy is contracting or expanding.  What are the Leading Economic Indicators and how do they impact your financial plan?  This webinar is one hour long. 

June 18, 2020

7:00p - 8:00p

Web Ex online meeting

Basics of Estate Planning Strategies and Account Titling - Evening

Come join us for Larry Rosenthal’s Weekly Webinar event: Week 3-  Basics of Estate Planning and Account Titling It used to be that only the wealthy needed estate planning strategies; that’s no longer the case! The very words “Estate Planning Strategies” conjure thoughts of big, confusing words and phrases.  Join Larry for this one-hour webinar as he simplifies the estate planning strategies conversation. 

June 18, 2020

2:00p - 3:00p

Web Ex online meeting

Basics of Estate Planning Strategies and Account Titling. - Afternoon

Come join us for Larry Rosenthal’s Weekly Webinar event: Week 3-  Basics of Estate Planning Strategies and Account Titling It used to be that only the wealthy needed estate planning strategies; that’s no longer the case! The very words “Estate Planning Strategies” conjure thoughts of big, confusing words and phrases.  Join Larry for this one-hour webinar as he simplifies the estate planning strategies conversation. 

June 11, 2020

7:00p - 8:00p

Web Ex online meeting

What Is in A Holistic Financial Plan: - Evening

Come join us for Larry Rosenthal’s Weekly Webinar event: Week 2:  What Is in A Holistice Financial Plan:  Often-Overlooked Topics in Financial Planning For so many, the retirement question has transformed from “Do I have enough money?” to “Am I managing my money in a way that is improving my life?” Is your financial plan crafted in a way that addresses your 130-point check list?  In this one-hour webinar, Larry reviews the 62 of your most important planning considerations.  Without a properly-crafted Financial Plan, you could miss the finish line. 

June 11, 2020

2:00p - 3:00p

Web Ex online meeting

What Is in A Holistic Financial Plan: - Afternoon

Come join us for Larry Rosenthal’s Weekly Webinar event: Week 2:  What Is in A Holistic Financial Plan:  Often-Overlooked Topics in Financial Planning For so many, the retirement question has transformed from “Do I have enough money?” to “Am I managing my money in a way that is improving my life?” Is your financial plan crafted in a way that addresses your 130-point check list?  In this one-hour webinar, Larry reviews the 62 of your most important planning considerations.  Without a properly-crafted Financial Plan, you could miss the finish line. 

June 4, 2020

7:00p - 8:00p

Web Ex online meeting

The Secure Act - Evening Session

Come join us for Larry Rosenthal’s Weekly Series of Webinar events Week 1 :The Secure Act The SECURE ACT forever changed the way Americans pass retirement assets to their heirs. This is one of the largest tax changes to hit Americans’ retirement plans in decades.  The Lifetime Tax Advantage Stretch IRA is no longer available, so what now?  In this one-hour webinar, Larry explores the changes to IRA Legacy Planning and how to best use the new rules.

June 4, 2020

2:00p - 3:00p

Web Ex online meeting

The Secure Act - Afternoon Session

Come join us for Larry Rosenthal’s Weekly Webinar event: Week 1 - The Secure Act The SECURE ACT forever changed the way Americans pass retirement assets to their heirs. This is one of the largest tax changes to hit Americans’ retirement plans in decades.  The Lifetime Tax Advantage Stretch IRA is no longer available, so what now?  In this one-hour webinar, Larry explores the changes to IRA Legacy Planning and how to best use the new rules.

May 1, 2020

2:00p - 3:00p

Web Ex online meeting

“HOW TO MANAGE THROUGH MARKET PULL BACKS AND GET READY FOR THE RECOVERY”. 

Come join us for Larry Rosenthal’s first live online seminar event:  “HOW TO MANAGE THROUGH MARKET PULL BACKS AND GET READY FOR THE RECOVERY”.  The event is set for Friday afternoon on May 1st at 2:00pm EDT Common mistakes investors make during a down market and how to avoid them, Utilizing Roth Conversions during Market Down turns Standing on your financial plan during emotional times in the market.  This 60 minute presentation will have live Q & A ability with RWMG Financial Advisors on line.   You may register for this 60 minute presentation by clicking “Register” button.  Registration is limited, and all registrations must be confirmed with RWMG prior to start of presentation.  Once confirmed, an e mail link will be sent to you 72 hours prior to the start of the event by our marketing department. 

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.