An aerial view of the fall foliage along the Potomac river, not far from the offices of Potomac Financial Group, financial advisors serving the DC and Southern Maryland Area

Webinars

Timely insights from a trusted resource.

  • SECURE Act 2.0: What You Need to Know

    SECURE Act 2.0: What You Need to Know

    Building on the original law from 2019, The SECURE Act 2.0 includes new provisions to further enhance retirement savings opportunities for every age group. Join Deborah Kelly, CFP®, ChFEBC℠, for this informative webinar as she addresses key changes to the law that can help maximize your retirement savings. Watch Now

  • Don’t You Want to Maximize Your Medicare Coverage?

    Don’t You Want to Maximize Your Medicare Coverage?

    The Medicare mile marker is on the horizon. Most U.S. citizens become eligible at age 65 for the health insurance program facilitated by the federal government, with an open enrollment period at the end of each calendar year thereafter. Given the somewhat complicated coverage options – Part A, Part B, Part D, Part C, Medigap Watch Now

  • Start Smart Financial Literacy Workshop for Teens and Young Adults

    Start Smart Financial Literacy Workshop for Teens and Young Adults

    Instilling smart financial habits as a teenager or young adult can help pave the way for future financial success. If you have children or grandchildren, this previously recorded workshop presented by Jeremy Dvorak, CFP®, CASL® and Deb Kelly, CFP®, ChFEBC℠ is a must-see. It covers all the essential financial literacy topics to get started in life, Watch Now

  • Don’t you want to help maximize what you get back?

    Don’t you want to help maximize what you get back?

    Given the thousands of complex rules and hundreds of claiming options, creating a plan of action for Social Security can be an overwhelming prospect. One Social Security misstep could potentially leave you missing out on hundreds of thousands of dollars over a lifetime. Fortunately, you don’t have to do it alone. Watch Now

  • Market Outlook Discussion with PFG Advisors and Guest, Steven Chiavarone, CFA®

    Market Outlook Discussion with PFG Advisors and Guest, Steven Chiavarone, CFA®

    Watch the Webinar by Topic Market Outlook Discussion with PFG Advisors and Guest, Steven Chiavarone, CFA® Market Outlook Discussion with Steven Chiavarone, CFA®: Introduction Market Outlook Discussion: Managing cash in a low-interest rate environment. Market Outlook Discussion: Thoughts on the residential real estate boom and discussion … Market Outlook Discussion: Bitcoin and considerations for investing Watch Now