Events
Grilling Event and Dinner with Outdoor Kitchen Creations
May 7, 2026
5:30-8:00pm
Join us at the Outdoor Kitchen Creations showroom in Rockville, VA for a cooking demonstration and dinner around the grill! Outdoor Kitchen Creations specializes in custom outdoor living spaces, so you’ll get to see all their latest and greatest products on display as well as in action while dinner is prepared!
Come Play Pickleball With Us!
March 10th, 2026
6:00-8:00pm
Join us on March 10th for an evening of pickleball at Performance Pickleball RVA! There will be food, an instructor available to teach pickleball basics, and plenty of time for free play on our reserved courts. We hope to see you there!
Christmas Gift Wrapping Extravaganza/Holiday Open House
December 17, 2025
1:00pm-6:00pm
We hope you can join us for an afternoon of holiday celebrations complete with food, Christmas music, and gift wrapping! To bring some of your own Christmas gifts to have professional wrappers transform them into works of art, make sure to sign up for a specific timeslot! Otherwise, our office will be open to all for the festive fun.
Understanding Your Medicare Options Webinar
September 25, 2025
5:30pm
Join us online for a presentation on upcoming changes to Medicare before the open enrollment period begins!
BBQ Picnic at Deep Run Park
Sept 13th, 2025
11:00a - 1:30p
Deep Run Park
Join us on Saturday, Sept 13th at Deep Run Park for lunch and outdoor fun! We'll have plenty of Deep Run Roadhouse BBQ and would love to see you there!
Third Annual Fourth of July Pie Pickup Day
July 2, 2025
11:00a - 2:00p
Legacy Advisor Group
Enjoy a pie during your 4th of July celebrations on us! Let us know your Homemades by Suzanne's pie reservation by June 20th (sign-up link to come via email) and we will have them for pickup at our office!
Grilling Event and Dinner with Outdoor Kitchen Creations
May 15, 2025
5:30-8:00pm
Join us at the Outdoor Kitchen Creations showroom in Rockville, VA for a cooking demonstration and dinner around the grill! Outdoor Kitchen Creations specializes in custom outdoor living spaces, so you’ll get to see all their latest and greatest products on display as well as experience dinner prepared by a professional chef on the equipment!
Shred Day
May 2, 2025
8:00-11:00am
Join us for a document shredding event! We will have a Shred-It truck here from 8:00-11:00am, so stop by and bring all those post-tax-day documents with you for shredding. Feel free to invite your friends and family as well! We will have donuts and coffee to share.
Come Play Pickleball With Us!
March 19, 2025
6:00-8:00pm
Join us on March 19th for an evening of pickleball at Performance Pickleball RVA! There will be food, an instructor available to teach pickleball basics, and plenty of time for free play on our reserved courts. We hope to see you there!
Webinar: Understanding Probate & Estate Planning Strategies
February 24, 2025
5:30-6:30pm
Join us for an insightful webinar on Probate and Estate Planning Strategies with Estate Planning Attorney Josh Kelly!
Probate laws and processes vary widely by state and navigating them can be complex. In this webinar, we’ll discuss key estate planning strategies to help minimize probate challenges and ensure a smooth transition of assets to the next generation. We’ll also explore considerations for business owners and those interested in charitable giving. Our goal is to provide practical insights to help you make informed decisions tailored to your unique circumstances. Whether you’re starting your estate plan or refining an existing one, this session will equip you with valuable knowledge to protect your legacy.
Caregiving Support Group Meeting
February 15, 2025
10:00-11:30am
This is the next meeting of our Caregivers support Group. Whether you are a caregiver, know a caregiver, or might be a caregiver one day- all are welcome. Please feel free to bring friends as well, this meeting is not restricted to Legacy Advisor Group clients.
Webinar: Aging and Affording Long Term Care
February 13, 2025
5:30-6:30pm
Join us for a presentation by Amy Lozier of Ash Brokerage on affording Long Term Care, benefits to be aware of, and insurance options. There will also be an open Q&A where you can ask Amy any questions regarding your personal situation.
Christmas Gift Wrapping Party
December 11, 2024
11:00am-4:00pm
Bring some of your Christmas gifts and watch professional wrappers work their magic!
Goldman Sachs Update: The Market and Political Perspectives
October 17, 2024
5:00pm
Join us online for a presentation from Goldman Sachs Asset Management on the Market and Political Perspectives!
Understanding Your Medicare Options Webinar
September 26, 2024
5:30pm
Join us online for a presentation on upcoming changes to Medicare before the open enrollment period begins!
Caregiving Support Group Meeting
August 17, 2024
9:00a - 11:00a
Equity Concepts
This is the next meeting of our Caregivers support Group.
Second Annual Fourth of July Pie Pickup Day
July 2, 2024
11:00a - 3:00p
Equity Concepts
Enjoy a pie during your 4th of July celebrations on us! Let us know your Homemades by Suzanne's pie reservation by June 21st (sign-up link to come) and we will have them for pickup at our office!
Client Appreciation Picnic Lunch
May 18th, 2024
11:30a - 3:00p
Equity Concepts
Join us on May 18th at Deep Run Park for a BBQ picnic lunch and an afternoon of family-friendly outdoor games- we'd love to see you there! Please register the number of attendees you will be bringing so that we can make sure to have enough food for everyone!
Shred Day
May 10, 2024
8:00a - 1:00p
Equity Concepts
Join all of Equity Concepts for a document shredding event! We will have a Shred-It truck here from 8:00am-1:00pm, so feel free to stop by and bring all those post-tax-day documents with you for shredding. Feel free to invite your friends and family as well! We will have donuts and coffee to share.