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 a legacy to children and grandchildren.

Our guests enjoyed the discussion while sipping wine paired with a variety of cheese, crackers, nuts, and fruit.

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At Medallion Financial Group, we believe financial planning is about Family. We have been helping families invest in the future since 1987 through a holistic planning approach. We recognize there are a variety of needs when it comes to retirement planning, plan rollovers, annuities, college planning, life insurance options, and investment management. It is easy to get lost in a sea of choices. Our financial advisors help with the basics and beyond to enable our clients to get the education, advice and management they need to retire with confidence.

Our focus is twofold: first and foremost, we are fiduciary advisors. We stand against any violation of laws, values, and ethics. Second, we treat our clients as part of our family, not only those who call Maryland and Georgia home, but clients across the US who have benefited from our reputation of personal service, integrity, and expertise.

We strive to exceed client expectations – because we have high expectations of ourselves.

post icon in Local Events by Medallion Group Jun 21, 2016