John Stohlman, CFP, along with special guest hosts Rob Rendely, CPA, and Rebecca Samuels, CPA, EA, held an educational seminar to explain the new changes in the tax laws. As this was the most significant tax change in the United States in over thirty years, we shared our arsenal of shrewd “tax know-how” that would […]
On December 7th, John Carroll from Deans Consulting LLC came to share with us an engaging and educational presentation on how to set our bodies up for success as we age. He dispelled common myths about aging and confronted the uncomfortable, while providing healthy strategies for people of all ages on preventing cognitive decline, how […]
On May 4th, we hosted our popular Wine, Women, and Wealth seminar, which discussed how women investors face special challenges that make financial literacy and advanced planning especially important. Women are more likely to outlive their husbands or be disproportionately affected by a divorce, making long-term financial strategies especially critical.
On April 27th the we hosted our first H2O May Be the Way to Grow Seminar. Less than 1% of Earth’s water is potable and global demand is rising. A dive into water investing potentially offers GROWTH (innovative businesses specializing in water technologies may represent some of the biggest capital growth opportunities) and IMPACT (investing […]
At Medallion Financial, one of the most important things we provide our clients is timely information and professional advice. On November 17th , John and Laura Stohlman presented facts and information to help attendees understand social security options. Topics covered were: • What is the impact to my benefit if I collect prior to full retirement […]
Autumn harkened our tastes to beer. Our clients and their guests joined us for this fun event, sampled a few brews while enjoying food and fun door prizes on Thursday, October 27th. Our Special Guest Scott, the Brewmaster from Olde Towne Gaithersburg’s Growlers, brought entertaining enlightenment about his craft.
On September 15th we brought in a specialist who helped us understand how to protect ourselves and our families from the potentially devastating expenses of a long-term illness or disability. A variety of delicious desserts were enjoyed by all.
On August 2nd, 2016, we hosted a special educational opportunity, where attendees learned about the operation of a trust during life, disability and death. We covered topics like: Is a Living Trust revocable or irrevocable? What’s the difference between a Testamentary Trust and a Living Trust? Changes that have been made to estate law, including: Federal HIPPA […]
On June 23rd and June 28th we hosted our traditional Wine, Women & Finance Seminar in the Medallion Conference Center. Laura, Suzanne and John gave an informative presentation regarding the unique challenges women investors face as retirement approaches; the new social security laws; and leaving a legacy to children and grandchildren. Our guests enjoyed the […]
On Saturday, April 30th we hosted our annual Shred Fest event to celebrate the end of tax season! Clients gathered their old documents and joined us for FREE on-site shredding, live music, refreshments, and a raffle drawing for a prize! We also collected canned food items for a local food bank and old eyeglasses for […]