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Financial Wellness Seminar Series

Upcoming Seminars

Wednesday, November 3 @ 12 p.m.
Charitable Giving at Year-End – Blending Philanthropy and Tax Savings in 2021
Presented by: Bill Gaines, Financial Advisor with Pathway Investment Group, LLC and Martha Rymer, CPA, President of Rymer & Associates, P.A.
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Are You Sure Your Children Are Protected
Estate Planning Basics for All Ages

Presented by: Denise Bowman and Bill Gaines

Don’t wait until it is too late to make important estate planning decisions. This valuable seminar will present information and strategies for working with your spouse or partner to plan for guardianship of your children in case of unforeseen circumstances.

The seminar is free but registration is required. Click the "Watch Video Now" button below to receive a link to our prerecorded seminar.
Watch Video Now

Healthcare Power of Attorney and Financial Power of Attorney Recorded Seminar

The CalvertHealth Foundation Financial Wellness Seminar Series presents it first online recorded seminar, “Healthcare Power of Attorney and Financial Power of Attorney – What You Need to Know at Any Age”. Are you prepared should tragedy strike at any age? This valuable webinar shares strategies for the important tasks of planning for your care and financial wellbeing during a time of disability or incompetency. Presented by Denise Bowman, Attorney at Law, Davis Upton & Palumbo and David Sacks, Palliative Care Coordinator for CalvertHealth Medical Center.

The seminar is free and registration is required. Click the "Watch the Video" button below to receive a link to our prerecorded seminar.

Watch the Video


For suggestions on future topics, or for questions, please call 410.535.8348 or email foundation@calverthealthmed.org

Fireside Chats

Upcoming Fireside Chats

COMING SOON
Gardenside Chat – Impacting Your Community with a Charitable Trust
Presented by: Marianne Harms and Dixie Miller





Free Estate Planning Guide
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