Register Today! - Limited Seating Available
Please Join Us For A Private Client Dinner Event
Q1 2026 State of the Markets
Located At
Hosted by Musgrave Financial Solutions
Limited Seating
Available
Limited Seating
Available
Jim Musgrave, CRPC
Chartered Retirement Planning Counselor
NORTH BETHESDA, MD
Wednesday, February 11, 2026
From 6:00 - 8:00 p.m.
You're Invited!
Please join us for our annual private client dinner presentation at Seasons 52 in North Bethesda, MD on Wednesday, February 11, 2026 from 6:00 - 8:00 p.m.
We look forward to connecting with you in person and sharing our thoughts on the state of the markets, strategies on how to best position your portfolio and minimize taxes in 2026.
Special guest estate attorney Diane Kuwamura will share her thoughts on how to avoid making costly mistakes with your estate plan.
AGENDA:
6:00 - 6:25 p.m. Arrive, socialize and order dinner.
6:25 - 7:00 p.m. Appetizers and Presentation.
7:00 - 7:30 p.m. Dinner
7:30 - 7:50 p.m. Diane Kuwamura estate attorney Q&A, dessert and coffee.
Please RSVP by Friday, February 6, 2026. If you cannot attend, please RSVP No, and we’ll remove you from the reminder emails.
We are grateful for your business and hope you enjoy a wonderful evening with us.
P.S. We’ll be serving some of Jim’s favorite wines that will pair well with your delicious meal.
Limited Seating Available
Seating is limited to 38.
Register Today!
Please join us for our annual private client dinner presentation at Seasons 52 in North Bethesda, MD on Wednesday, February 11, 2026 from 6:00 - 8:00 p.m.
We look forward to connecting with you in person and sharing our thoughts on the state of the markets, strategies on how to best position your portfolio and minimize taxes in 2026.
Special guest estate attorney Diane Kuwamura will share her thoughts on how to avoid making costly mistakes with your estate plan.
AGENDA:
6:00 - 6:25 p.m. Arrive, socialize and order dinner.
6:25 - 7:00 p.m. Appetizers and Presentation.
7:00 - 7:30 p.m. Dinner
7:30 - 7:50 p.m. Diane Kuwamura estate attorney Q&A, dessert and coffee.
Please RSVP by Friday, February 6, 2026. If you cannot attend, please RSVP No, and we’ll remove you from the reminder emails.
We are grateful for your business and hope you enjoy a wonderful evening with us.
P.S. We’ll be serving some of Jim’s favorite wines that will pair well with your delicious meal.
Limited Seating available
Seasons 52 in North Bethesda
Wednesday, February 11, 2026
6:00 - 8:00 p.m.
Seating is limited to 38 in Rockville, so please RSVP as soon as possible.
Please register by Friday, February 6, 2026.
Please check date below
Register Today!
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on a first-come, first-serve basis.
Please check date below
Dinner will be held at Seasons 52 in North Bethesda, MD
Securities offered through Regulus Financial Group, LLC (Regulus). Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC (Regal), an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Insurance products are offered through Musgrave Financial Solutions. Regulus and Regal are affiliated entities. Musgrave Financial Solutions is independent of Regulus and Regal.