Oct 14, 2020 | Events, Todd Talks
This month’s Financial Planning “Todd Talk” continued with its virtual theme, via Zoom. Our topic was geared towards next month’s presidential election as Todd, joined by Whisman Giordano & Associates President, and Managing Partner, Joseph Giordano, CPA, CGMA,...
Dec 13, 2019 | Todd Talks
Blue Rock Dravo Bay hosted the December Todd Talk on December 13th at the Wheelhouse Restaurant in Lewes, DE. December’s topic was “Charitable Giving.” We were joined by Special Guest, Tom Protack, Vice President of Development of Beebe Medical Foundation and...
Oct 11, 2019 | Todd Talks
Every month Blue Rock Dravo Bay hosts a “Todd Talk” at the Wheelhouse Restaurant in Lewes, Delaware. October’s topic was “Tax and Financial Planning Strategies for 2019.” We were joined by Special Guest Alison Houck, CPA. Alison is a...
