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Events

Welcome to Sullivan Financial's events page.   We are committed to helping you make informed decisions about your financial future.  

Upcoming Events

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

Past Events

June 13, 2023

6:00p - 7:15p

Queen Anne's County Free Library

Workshop Social Security Made Simple

Many Americans make uninformed choices regarding Social Security and leave millions of unclaimed dollars on the table....you only have one choice to get it right.... come and get educated to fully understand your options before you make a very expensive mistake.

February 9 - February 25, 2023

6:30p - 12:00p

Chesapeake College

Modern Retirement Planning Course February 2023

Thursday, Feb. 9th and Feb. 16th - 6:30 pm - 9:30 pm Health Professionals and Athletic Ctr Room 131 Saturday, Feb. 18th and Feb. 25th - 9:00 am - 12:00 pm Health Professionals and Athletic Ctr Room 131

September 24, 2022 - October 4, 2022

9:00a - 9:30p

Chesapeake College

Modern Retirement Planning Course

Saturday Sept. 24 and Oct. 1, 9:00am -Noon Economic Development Ctr, Room 27 Tuesday Sept. 27 and Oct. 4, 6:30pm - 9:30p Health Professionals and Athletic Ctr Room 143

February 24, 2022 - March 12, 2022

6:30p - 9:30p

Chesapeake College

Modern Retirement Planning Course

Modern Retirement Planning; is a course designed to help individuals comprehend the principles for successful retirement. You will learn how to set reasonable goals based on your personal means. You will be introduced to the concepts and terminology that are so frustrating to individuals approaching retirement age. The course is not biased toward any company or product, but rather focuses on the concepts needed to make informed decisions. With knowledge, you gain confidence. With confidence, you gain control. Take control of your retirement! Advance registration is required  http://www.ModernRetirementPlanning.com/RS2

May 29, 2019

6:30p - 7:30p

Tax Law Changes

Tax Law Changes: Free library 630-7:30 wed may 29

Event Registration