Major Challenges

TAKE CONTROL OF YOUR LEGACY

Ensure your assets are passed on exactly how you intend, with clarity and confidence.

PROTECT FAMILY HARMONY

A well-structured plan reduces stress and uncertainty for your loved ones.

MAXIMIZE WHAT YOU LEAVE BEHIND

Learn how to reduce probate costs and minimize taxes so more of your wealth stays with in the family.

SECURE YOUR RETIREMENT SAVINGS

Discover how to align your estate plan with your retirement accounts for lasting protection.

Why you should attend

1. BUILD A PERSONALIZED PLAN

Learn how wills, trusts, and powers of attorney can be tailored to your family’s exact needs.

2. SIMPLIFY THE PROCESS

We’ll break down complex estate planning concepts into easy, actionable steps.

3. PROTECT BOTH RETIREMENT & LEGACY

See how estate planning and your retirement strategy work together, so nothing slips through the cracks.

South Bowie Library

15301 Hall Rd, Bowie, MD 20721

Thursday, April 23

12:00 PM ET

RESERVE MY SEAT

Bring a guest, it's free for them too.

Session Topics

wills & trusts made simple

Understand how each tool works and which is right for you.

keeping more in the family

Discover strategies to minimize taxes, fees, and delays.

protecting your wishes

Learn how healthcare directives and powers of attorney safeguard your decisions.

RETIREMENT ACCOUNTS & ESTATE PLANNING

Learn how to pass on IRAs, 401(k)s, and pensions efficiently with less tax exposure.

RESERVE MY SEAT

Mark Tabron

Founder

With over 30 years of experience in the financial industry, Mark combines deep expertise with a passion for building meaningful client relationships and personalized retirement strategies. A former jazz musician and graduate of Howard University, he brings creativity and dedication to everything he does—whether it’s financial planning or writing music.

Since founding his firm in 1991, Mark has helped clients protect and grow their wealth through education, trust, and a genuine commitment to service. He is an IRMAA Certified Planner, licensed in life and health insurance, and affiliated with the National Ethics Association, NAIFA, and the Better Business Bureau.

Mark hosts the “How to Protect and Grow Your Money” radio show and is the author of You Are a Winner. He often reminds clients: “Don’t put all your eggs in one basket.”