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Events

Premier Planning Group offers retirement workshops and educational opportunities year-round for existing and prospective clients.

Please reference the list below for upcoming events and educational opportunities and RSVP today. A Premier Planning Group team member will be in touch with you shortly after RSVPing with more information. Thank you!


 

June 4, 2019

6:30p - 9:00p

Carrol's Creek Cafe

Retirement Workshop - Dinner Provided

Join CEO and Founder of Premier Planning Group, Brion Harris, for a retirement workshop and complimentary dinner presentation at Carrol's Creek Cafe in Annapolis, MD. -- Prospective clients are welcome to bring up to 2 additional guests. Existing clients are welcome to bring up to 4 additional guests. -- Topics discussed include how to not outlive your nest egg, why fees matter, Roth conversions, social security analyses, reducing and eliminating RMDs, and more!

 

June 6, 2019

6:30p - 9:00p

Carrol's Creek Cafe

Retirement Workshop - Dinner Provided

Join CEO and Founder of Premier Planning Group, Brion Harris, for a retirement workshop and complimentary dinner presentation at Carrol's Creek Cafe in Annapolis, MD. -- Prospective clients are welcome to bring up to 2 additional guests. Existing clients are welcome to bring up to 4 additional guests. -- Topics discussed include how to not outlive your nest egg, why fees matter, Roth conversions, social security analyses, reducing and eliminating RMDs, and more!

 

September 12, 2019

6:00p - 8:30p

Carrol's Creek Cafe

Retirement Workshop - Dinner Provided

Join CEO and Founder of Premier Planning Group, Brion Harris, for a retirement workshop and complimentary dinner presentation at Carrol's Creek Cafe in Annapolis, MD. -- Prospective clients are welcome to bring up to 2 additional guests. Existing clients are welcome to bring up to 4 additional guests. -- Topics discussed include how to not outlive your nest egg, why fees matter, Roth conversions, social security analyses, reducing and eliminating RMDs, and more! -- RSVPing will be allowed online at a later date. To request a mailed invitation, please contact Talia Grover at 443-837-2529 or [email protected]

 

September 17, 2019

6:00p - 8:30p

Carrol's Creek Cafe

Retirement Workshop - Dinner Provided

Join CEO and Founder of Premier Planning Group, Brion Harris, for a retirement workshop and complimentary dinner presentation at Carrol's Creek Cafe in Annapolis, MD. -- Prospective clients are welcome to bring up to 2 additional guests. Existing clients are welcome to bring up to 4 additional guests. -- Topics discussed include how to not outlive your nest egg, why fees matter, Roth conversions, social security analyses, reducing and eliminating RMDs, and more! -- RSVPing will be allowed online at a later date. To request a mailed invitation, please contact Talia Grover at 443-837-2529 or [email protected]

 

September 19, 2019

5:30p - 8:00p

Carrol's Creek Cafe

Retirement Workshop - Dinner Provided

Join CEO and Founder of Premier Planning Group, Brion Harris, for a retirement workshop and complimentary dinner presentation at Carrol's Creek Cafe in Annapolis, MD. -- Prospective clients are welcome to bring up to 2 additional guests. Existing clients are welcome to bring up to 4 additional guests. -- Topics discussed include how to not outlive your nest egg, why fees matter, Roth conversions, social security analyses, reducing and eliminating RMDs, and more! -- RSVPing will be allowed online at a later date. To request a mailed invitation, please contact Talia Grover at 443-837-2529 or [email protected]

 

October 17, 2019

6:00p - 8:30p

Ruth's Chris Steak House Annapolis

Retirement Workshop - Dinner Provided

Join CEO and Founder of Premier Planning Group, Brion Harris, for a retirement workshop and complimentary dinner presentation at Carrol's Creek Cafe in Annapolis, MD. -- Prospective clients are welcome to bring up to 2 additional guests. Existing clients are welcome to bring up to 4 additional guests. -- Topics discussed include how to not outlive your nest egg, why fees matter, Roth conversions, social security analyses, reducing and eliminating RMDs, and more! -- RSVPing will be allowed online at a later date. To request a mailed invitation, please contact Talia Grover at 443-837-2529 or [email protected]

 

October 22, 2019

6:00p - 8:30p

Ruth's Chris Steak House Annapolis

Retirement Workshop - Dinner Provided

Join CEO and Founder of Premier Planning Group, Brion Harris, for a retirement workshop and complimentary dinner presentation at Carrol's Creek Cafe in Annapolis, MD. -- Prospective clients are welcome to bring up to 2 additional guests. Existing clients are welcome to bring up to 4 additional guests. -- Topics discussed include how to not outlive your nest egg, why fees matter, Roth conversions, social security analyses, reducing and eliminating RMDs, and more! -- RSVPing will be allowed online at a later date. To request a mailed invitation, please contact Talia Grover at 443-837-2529 or [email protected]

 

October 24, 2019

5:30p - 8:00p

Ruth's Chris Steak House Annapolis

Retirement Workshop - Dinner Provided

Join CEO and Founder of Premier Planning Group, Brion Harris, for a retirement workshop and complimentary dinner presentation at Carrol's Creek Cafe in Annapolis, MD. -- Prospective clients are welcome to bring up to 2 additional guests. Existing clients are welcome to bring up to 4 additional guests. -- Topics discussed include how to not outlive your nest egg, why fees matter, Roth conversions, social security analyses, reducing and eliminating RMDs, and more! -- RSVPing will be allowed online at a later date. To request a mailed invitation, please contact Talia Grover at 443-837-2529 or [email protected]

 

November 7, 2019

6:00p - 8:30p

The Chart House

Retirement Workshop - Dinner Provided

Join CEO and Founder of Premier Planning Group, Brion Harris, for a retirement workshop and complimentary dinner presentation at Carrol's Creek Cafe in Annapolis, MD. -- Prospective clients are welcome to bring up to 2 additional guests. Existing clients are welcome to bring up to 4 additional guests. -- Topics discussed include how to not outlive your nest egg, why fees matter, Roth conversions, social security analyses, reducing and eliminating RMDs, and more! -- RSVPing will be allowed online at a later date. To request a mailed invitation, please contact Talia Grover at 443-837-2529 or [email protected]

 

November 12, 2019

6:00p - 8:30p

The Chart House

Retirement Workshop - Dinner Provided

Join CEO and Founder of Premier Planning Group, Brion Harris, for a retirement workshop and complimentary dinner presentation at Carrol's Creek Cafe in Annapolis, MD. -- Prospective clients are welcome to bring up to 2 additional guests. Existing clients are welcome to bring up to 4 additional guests. -- Topics discussed include how to not outlive your nest egg, why fees matter, Roth conversions, social security analyses, reducing and eliminating RMDs, and more! -- RSVPing will be allowed online at a later date. To request a mailed invitation, please contact Talia Grover at 443-837-2529 or [email protected]

 

November 14, 2019

5:30p - 8:00p

The Chart House

Retirement Workshop - Dinner Provided

Join CEO and Founder of Premier Planning Group, Brion Harris, for a retirement workshop and complimentary dinner presentation at Carrol's Creek Cafe in Annapolis, MD. -- Prospective clients are welcome to bring up to 2 additional guests. Existing clients are welcome to bring up to 4 additional guests. -- Topics discussed include how to not outlive your nest egg, why fees matter, Roth conversions, social security analyses, reducing and eliminating RMDs, and more! -- RSVPing will be allowed online at a later date. To request a mailed invitation, please contact Talia Grover at 443-837-2529 or [email protected]

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