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Events

Upcoming Events

April 2, 2020
6:00-8:00 pm

Behavioral Finance Workshop

Cattail Creek Country Club

Behavioral Finance is the study of the influence of psychology on the behavior of investors and trying to understand biases in human behavior when it comes to money.

April 30, 2020
7:30-9:30 am

Economic Update Breakfast

New Spire Arts

A panel discussion reviewing the economic environment and market conditions in 2019, and a look forward to 2020. Market experts and industry colleagues share their insights followed by a Q&A session.

May 12, 2020
6:00-8:00 pm

Women’s Roundtable

Cattail Creek Country Club

First in a series of roundtables focusing on the unique financial issues women will face during their lifetimes.  Learn the top 10 things that every woman should know about money.

May 17, 2020
11:00-2:00 pm

Post Mother’s Day Brunch

Cattail Creek Country Club

A ladies only brunch to honor mothers.  Clients, their mothers, daughters, sisters and friends are invited.

Invitation Only
May 30, 2020
12:00-4:00 pm

Family and COI Event

Cattail Creek Country Club

Moore Wealth’s annual client and COI appreciation event.  Games, food and fun for our clients, COI and their families.

Invitation Only
Sept. 26, 2020
7:00-10:00 pm

VIP Event

Black Ankle Vineyard

Join us for an evening of delicious food, wine tastings, dancing and JAZZ!  This invitation only, annual event is for friends, clients, and colleagues who introduce us to a new concierge client between September 1, 2019 and September 1, 2020.

Invitation Only
Oct. 13, 2020
6:00-8:00 am

Business Roundtable

Cattail Creek Country Club

First in a series of roundtables focusing on the unique financial opportunities available to business owners, government contractors and sole proprietors.  Learn how to make the new tax laws and the SECURE Act work for you.

Past Events

VIP Cruise 2019

Annapolis, Maryland

The annual Moore Wealth VIP Trip is a special thank you to current clients and strategic partners who have introduced us to new clients. The greatest compliment we can receive is an introduction to the people you know and care about!

Frederick Pride 2019

Downtown Frederick, Maryland

Our annual Frederick Pride Festival photo booth celebration brings together people to celebrate and reflect upon the LGBTQ community.