Broker Check

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 10, 2025 - December 12, 2025

8:00a - 5:00p

Phronesis Wealth Management

2025 Coat, Clothing and Toiletry Drive

Phronesis Wealth Management in Severna Park is proud to partner with Giving Back- Linda's Legacy for their Annual Coat and Toiletry Drive for a sixth year in a row.

June 4, 2025

6:00p - 7:00p

ZOOM

Webinar: Retain Your Brain

Join us for a free webinar with guest speaker Bill McManus, CIMA®, Managing Director of Applied Insights at Hartford Funds. Bill will discuss some simple, evidence-based steps that can significantly protect and preserve your brain.

April 26, 2025

10:00a - 1:00p

Shipley's Choice Clubhouse Parking Lot

2025 FREE Community Paper Shredding Event (RAIN OR SHINE)

Stop by our free paper shredding event being held on April 26, 2025 at Shipley's Choice Clubhouse parking lot in Millersville.

April 26, 2025

10:00a - 1:00p

Shipley's Choice Clubhouse Parking Lot

2025 FREE Community Paper Shredding Event

Register for our free paper shredding event being held on April 26, 2025 at Shipley's Choice Clubhouse parking lot in Millersville.

February 5, 2025

6:00p - 7:00p

ZOOM

Webinar: 2025 Tax Law Changes—What You Need to Know

Join us for a free webinar with our guest speaker, Integrated Partners’ Executive Director Rich Austin. Rich is known for breaking down complex tax strategies into easily understandable and actionable concepts.

November 4, 2024 - December 13, 2024

8:00a - 4:00p

Phronesis Wealth Management

2024 Coat, Clothing and Toiletry Drive

Phronesis Wealth Management in Severna Park is proud to partner with Giving Back- Linda's Legacy for their Annual Coat and Toiletry Drive for a fifth year in a row.

October 16, 2024

6:00p - 7:00p

ZOOM

Webinar: Understanding Medicare

Join us for a free webinar with our guest speaker, Danny Cohen from John Hancock Investment Management, as he discusses how Medicare works so that you can make informed decisions for your retirement healthcare coverage.

July 17, 2024

2:00p - 3:00p

ZOOM

Webinar: Protecting Yourself from Elder Fraud with FBI Special Agent Sarah Lewis

Join us for a free webinar with our host; Special Agent Sarah Lewis from the FBI Baltimore Field Office, as she discusses how you can protect you and your loved ones from elder fraud.

May 9, 2024

12:00p - 1:00p

ZOOM

Webinar: Market Watch with Integrated Partners' Stephen Kolano, CFA

Join us for a free Market Watch webinar with guest speaker Stephen Kolano, Chief Investment Office at Integrated Partners. Steve will offer practical insights to help you navigate the financial uncertainties and opportunities that lie ahead.

April 6, 2024

10:00a - 1:00p

Shipley's Choice Clubhouse Parking Lot

2024 FREE Community Paper Shredding Event

Register for our free paper shredding event being held on April 6, 2024 at Shipley's Choice Clubhouse parking lot in Millersville.

November 1, 2023 - December 15, 2023

8:00a - 5:00p

Phronesis Wealth Management

2023 Coat and Toiletry Drive

Phronesis Wealth Management in Severna Park has partnered with Giving Back- Linda's Legacy for their Annual Coat and Toiletry Drive for a fourth year in a row.

May 6, 2023

10:00a - 1:00p

Shipley's Choice Clubhouse Parking Lot

2023 FREE Community Paper Shredding Event

Register for our free paper shredding event being held in May.

November 1, 2022 - December 16, 2022

8:00a - 5:00p

Phronesis Wealth Management

2022 Coat and Toiletry Drive

Phronesis Wealth Management in Severna Park has partnered with Giving Back- Linda's Legacy for their Annual Coat and Toiletry Drive for a third year in a row.

April 30, 2022

12:00p - 3:00p

Shipley's Choice Clubhouse Parking Lot

November 1, 2021 - December 17, 2021

8:30a - 4:30p

Integrated Financial Partners

June 9, 2021

6:00p - 7:00p

ZOOM

Cyber Security Webinar with Jeff Lanza, The #1 FBI Agent Keynote Speaker

An FBI Special Agent for over 20 years. • Investigated cybercrime, fraud, organized crime, human trafficking and terrorism. • Appears regularly on CNBC’s Closing Bell and Power Lunch, the Fox News Channel and has appeared on Larry King Live, the Today Show and Good Morning America. • Has lectured at Princeton University and Harvard University. • A published author of a two critically acclaimed books. • Has consulted for Oscar winning movie director Ang Lee. • Has presented around the globe and in 49 U.S. States. • Serves as a certified Kansas City Barbecue judge.

April 17, 2021

11:00a - 3:00p

Free Community Shred Event

FREE Community Shred Event

Free Community Shred Event- Maximum of 2 Boxes per person

December 5, 2020

10:00a - 12:00p

Integrated Financial Partners

November 18, 2020

6:00p - 7:00p

ZOOM Meeting

Check-In Webinar

During the call, we will walk you through J.P. Morgan’s Guide to the Markets where you can gain valuable information from their Global Market Insights Strategy team.

November 2, 2020 - December 18, 2020

8:30a - 5:00p

Integrated Financial Partners

October 30, 2020

12:00a - 11:45p

VIRTUAL- FACEBOOK

Event Registration

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