Broker Check

Events for Future Clients

September

September

Retirement Course offered through The Prepare Institute 

Location: Virginia Tech EBC, Arlington, VA
Cost: $49 covers Parts I & II, course material, a guest, and Lab session 

Part I: Tuesday, September 12th & Part II: Tuesday, September 19th, 1:00 PM - 4:00 PM  

OR 

Part I: Wednesday, September 13th & Part II: Wednesday, September 20th, 1:00 PM - 4:00 PM   

Market Volatility Dinner Seminars: 

Tuesday, September 27th OR Wednesday, September 28th , 6:00 - 8:30 PM

Ruth's Chris, Arlington, VA 

October

October

Retirement Course offered through The Prepare Institute 

Location: Manassas NVCC
Cost: $49 covers Parts I & II, course material, a guest, and Lab session  

Part I: Wednesday, October 11th & Part II: Wednesday, October 18th, 1:00 PM - 4:00 PM  

                                       OR 

Part I: Thursday, October 12th & Part II: Thursday, October 19th, 1:00 PM - 4:00 PM

Market Volatility Dinner Seminars: 

Tuesday, October 24th OR Wednesday 25, October , 6:00 - 8:30 PM

Ruth's Chris, Fairfax, VA 

November

November

Retirement Course offered through The Prepare Institute 

Location: DC
Cost: $49 covers Parts I & II, course material, a guest, and Lab session 

Part I: Wednesday, November 8th & Part II: Wednesday, November 15th, 1:00 PM - 4:00 PM  

                                       OR 

Part I: Thursday, November 9th & Part II: Thursday, November 16th, 1:00 PM - 4:00 PM 

Market Volatility Dinner Seminars: 

Wednesday, November 29th OR Thursday, November 30th, 6:00 - 8:30 PM

Morton's, Bethesda, MD

December

December

Retirement Course offered through The Prepare Institute 

Location: Springfield NVCC
Cost: $49 covers Parts I & II, course material, a guest, and Lab session 

Part I: Tuesday, November 28th & Part II: Tuesday, December 5th, 1:00 PM - 4:00 PM  

                                       OR 

Part I: Wednesday, November 29th & Part II: Wednesday, December 6th, 1:00 PM - 4:00 PM 

Market Volatility Dinner Seminars: 

Wednesday, December 13th OR Thursday, December 14th, 6:00 - 8:30 PM

Eddie Merlot, Ashburn, VA