RSVP for a Dinner that could change your financial future!


Limited seating available. 

RSVP by April 29th for Owen's

RSVP by May 13th for Maggiano's



There is no cost or obligation to attend.

About XML Financial Group

XML Financial Group is led by seasoned professionals who provide objective based financial guidance, free from the pressure of quotas and investment banking concerns. We offer small firm responsiveness, big firm resources and an open-architecture investment structure that enables clients to address their unique risk levels and diversification needs.

Investment advisory services offered through XML Financial Group. 

Securities offered through Lara May & Associates, LLC, Member FINRA/SIPC. 

Rockville MD 301.770.5234 | Falls Church VA 703.790.5999 | Frisco CO 970.668.5700


Brett Shane Bernstein, CFP® 
CEO & Co-founder Brett serves as the head of XML’s financial planning department and manages the firm operations.
 
J. Eric Wightman Senior Wealth Advisor, Partner
 Eric has been helping clients to plan and invest for their futures for over 20 years. He is also the host of the popular “Common-Sense Investing” podcast. 

Carter T. Shaffer, Associate Wealth Advisor
Carter is an Associate Wealth Advisor. Prior to joining XML Carter worked at Wells Fargo Advisors assisting with client and asset acquisition.

An Event That Could 

Your Future!

Rockville MD | Falls Church VA | Frisco CO

GET IN TOUCH

CHANGE

CHANGE

Please join us for an enlightening evening of drinks, dinner and conversation at 

Owen’s Ordinary at the Pike and Rose 

&

Maggiano’s Little Italy

The evening will include a thought provoking discussion on your financial future.

XML Financial Group 

presents 

How are you Increasing Your Wealth and Protecting Your Nest Egg In Today’s Volatile Environment?

Evening Hosts:

When

Owen's Ordinary at the Pike and Rose

May 2nd, May 8th, & May 9th | Dinner 6:30 pm

Maggiano’s Little Italy

May 16th, May 22nd, & May 23rd | Dinner 6:30 pm

11820 Trade Street North Bethesda, MD 

Where

Owen's Ordinary at the Pike and Rose

2001 International Drive, Mclean, VA 

Maggiano’s Little Italy

Dinner and Drinks will be served

Food/Drink