Upcoming Events

Tax-Favored Investing

This powerful workshop content keeps in mind the saying, "it's not what you make but what you keep that's important." With this thought in mind...

  • We review what drives tax rates and the future implications of possible tax increases to the estate and retirement plan.
  • How is your money being taxed today, and how will it be taxed in the future?
  • Proper diversification, which includes asset allocation, risk tolerance, liquidity needs and tax liability will be discussed.
  • Several models for structuring financial portfolios will be introduced, as well as effective ideas for immediate tax reduction.

Understand Goals

Learn how to set realistic financial goals and how to work towards them.

Learn Techniques

Understand effective techniques for maximizing returns and minimizing risks.

Identify Needs

Everyone has unique and professional needs for savings and retirement. Learn what yours are.

Review Strategies

Learn how financial strategies can benefit you by reviewing investment and asset allocation.

Dates & Locations

Scossa Restaurant & Lounge
8 N. Washington Street
Easton, MD 21601

Tuesday, September 19, 2017 | 6:30 p.m. to 8:00 p.m.
Wednesday, September 20, 2017 | 6:30 p.m. to 8:00 p.m.


The Inn at Chesapeak Bay Beach Club
180 Pier 1 Road
Stevensville, MD 21666

Wednesday, October 18, 2017 | 6:30 p.m. to 8:00 p.m.
Thursday, October 19, 2017 | 6:30 p.m. to 8:00 p.m.


The Inn at Chesapeak Bay Beach Club
180 Pier 1 Road
Stevensville, MD 21666

Tuesday, November 14,2017 | 6:30 p.m. to 8:00 p.m.
Wednesday,November 15, 2017 | 6:30 p.m. to 8:00 p.m.


Choose the date that works best for you.

RSVP: Allyson@atlanticfinancialgroup.org | 443-249-3311

Booking

If you're interested in booking Brett Sause and the Atlantic Financial Group team to speak at your next event, please contact Cheri at 443-249-3311 to schedule.