Local Events
TSP Modernization Act Webinar
Please see the transcript of the webinar below: Ryan: All right, hello and welcome. My name is Ryan Dunn, I’m going to be one of your hosts this afternoon along with one of my partners, John Stohlman. We’re going to be walking you through some…
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Event: Organize and Downsize 2019
Do you have too much stuff? You’re not alone. Americans are great at accumulating stuff, but not great at knowing when or how to let it go. Going through all your accumulated things can be daunting, but we’re here to help you reclaim your life…
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Shred Fest 2019
As a child, my parents bribed me with toys to get good grades. Now that I’m an adult, the bribes are a lot less fun. Not Getting Arrested in exchange for Paying My Taxes isn’t the same dopamine rush as getting the Super Soaker I…
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Shred Fest 2018
This year we shredded 3,200 pounds of paper at Shred Fest 2018! Hosted on site at Medallion’s office on May 5th, 2018, we turned a mundane task into a party with live music, delicious refreshments, and THREE raffles! We served hot Krispy Kreme doughnuts, yogurt,…
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Event: Aging and Your Mind
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…
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Event: Wine, Women, and Wealth
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…
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Shred Fest 2017
On Saturday, April 22nd, we hosted our annual Shred Fest event to celebrate the end of tax season! Clients gathered their old documents and paperwork to join us for a FREE secure shredding party. Hosted on-site at Medallion Financial Group’s office, we like to turn…
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Event: Understanding Social Security Benefits
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…
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October 27th: Oktoberfest
Autumn harkened our tastes to beer. Our clients and their guests joined us for this fun event and 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’sGrowlers, brought entertaining…
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Event: Understanding Trusts, Wills, and Powers of Attorney
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…
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Event: June 2016 Wine, Women, & Finance
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…
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Shred Fest 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…
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Exciting Changes at Medallion
After working as Laura’s assistant since 2002, Suzanne is becoming a Financial Advisor taking on her own clients full time, and will primarily be working to assist federal employees with retirement planning and preparation. Suzanne is working towards earning her ChFC designation, with 6 classes…
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CSRS Offset: Who Are You?
CSRS When we talk about federal benefits, we are usually talking about CSRS or FERS employees. In most cases, employees who started government service before January 1, 1984 are CSRS employees, with a retirement benefit based almost solely on a pension. Employees under CSRS don’t…
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Service Computation Date: The Effect of Nonpay Status
Nonpay Status Who would have thought that you could still accrue time toward your federal employee retirement benefits while in nonpay status and without having to adjust your service computation date? Well, it turns out that you can. Various Service Computation Dates As we discussed…
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