Existing clients and a referring guest of their choice are invited to join us at Cafe Mezzanote in Severna Park from 12-2 pm for a Lunch & Learn event. This complimentary lunch is designed as an opportunity to learn from Jeff about a timely topic and how it could potentially impact your retirement strategies and financial future.

To register, click on an upcoming date below. Space is limited. Please contact our team at [email protected] with any questions. We look forward to seeing you soon!