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Events

Wine,Women, and Wealth - May 4, 2017
On May 4th, we hosted our popular Wine, Women 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....
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H2O May Be the Way to Grow! - April 27, 2017
On April 27 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 […]...
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Understanding Social Security Benefits - November 17, 2016
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 you in your decision making process. Topics covered were: • What is the impact to my benefit if I collect prior to full […]...
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Client Event: Oktoberfest - October 27, 2016
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....
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Long Term Care Seminar - September 15, 2016
  On September 15th we brought in a specialist who helped us understand how to protect ourselves and our family from the potentially devastating expenses of a long-term illness or disability, while enjoying a variety of delicious desserts, coffee and drinks.    ...
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Understanding Trusts, Wills & Powers of Attorney - August 2, 2016
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 […]...
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Wine, Women & Finances held June 23 & 28 - June 23, 2016
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 […]...
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Shred Fest 2016 - April 30, 2016
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 […]...
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Workshop on the 11 Common Retirement Mistakes Feds Make - November 19, 2015
We will expose the 11 most critical mistakes that Federal Employees make when it comes to their benefits, and provide you with simple strategies to help avoid them. There is no cost to attend, and you can register easily online...
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Town Hall Meeting on Major Time-Sensitive Changes to Social Security - November 17, 2015
The budget bill signed into law on Monday, Nov. 2, made significant changes that could impact your Social Security options and your optimal collection strategy. Here are a few key points you need to know....
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