05.20.2015 : Jodi Davis moderated a three hour Roundtable for 25 local practitioners of the Maryland Association of CPA’s (MACPA), held in the MACPA Towson office

2015-05-20_jodiRoundtable-smJodi spent time reviewing the complexities of social security strategies, and reviewed three specific benefit scenarios that were helpful to CPA’s to be much more thorough when calculating the best options for their clients. Noting Social Security is a complex and detailed program that provides personal and/or auxiliary benefit options for retirees, it was important to highlight that there is no one-size-fits-all approach.

05.18.2015 : Nicole Bengel attends HLA breakfast

Nicole Bengel attended the Edgewood High School Academy of Finance Appreciation Breakfast at which the upcoming paid summer internships for Academy students is announced. Nicole sits on the Advisory Board of the Academy of Finance. Pictured with Nicole is fellow board member Scott Elliott of People’s Bank.