CovingtonAlsina Announces September Financial Planning Workshops

CovingtonAlsina, an Annapolis-based financial planning firm, will host a series of educational workshops in September focused on wealth transfer, retirement planning, and other key financial topics. The events are designed to help participants protect their assets, prepare for life transitions, and secure their family’s financial future.

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Workshops on Wealth Transfer and Retirement

The September schedule includes Generational Wealth Transfer and Retire on Purpose, two workshops designed to help participants plan for long-term financial security.

Generational Wealth Transfer will take place virtually on September 8 from 6 to 7 p.m. The workshop will be led by Ann M. Covington, CFP®, CPWA®, Principal and Founder of CovingtonAlsina. She will guide participants through strategies for preserving wealth, ensuring distribution aligns with personal wishes, and creating a lasting legacy.

Retire on Purpose is scheduled virtually for September 22 from 6 to 7 p.m. The session will help participants design a purposeful retirement plan that considers lifestyle, personal goals, and fulfillment in addition to financial preparation.

“We are thrilled to bring Retire on Purpose and Generational Wealth Transfer back to the Annapolis community,” said Ann M. Covington. “Whether you’re preparing for retirement, considering your options, or simply planning ahead, our September events are designed to meet you where you are and help you make informed, confident financial decisions.”

Additional September Programs

On September 13, CovingtonAlsina will host the Second Saturday Divorce Workshop from 9 a.m. to noon. This three-hour virtual event will feature a family law attorney, financial professional, Certified Divorce Lending Professional®, and therapist to guide participants through legal, financial, housing, and emotional aspects of divorce.

Women, Wine & Wisdom™ will return on September 16 from 7 to 9 p.m. at Federal House in Annapolis. This month’s topic is aging in place, with financial professionals leading a discussion in a relaxed, community-focused setting.

Open to the Community

All events are open to the public and offered in a mix of in-person and virtual formats. Registration details are available at covingtonalsina.com/events.

CovingtonAlsina is a registered investment advisor. Investments involve risk and, unless otherwise stated, are not guaranteed. For more information on upcoming workshops, visit covingtonalsina.com.