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Session Description:
Maryland stands at a pivotal economic crossroads. With mounting fiscal strain and limited resources to support new laws and initiatives, state leaders face difficult choices that will directly impact taxpayers, employers, and families.
In this first segment, a “State of the State” briefing, attendees will gain a clear-eyed assessment of Maryland’s budget realities, the feasibility of proposed legislation, and the downstream implications for financial planning. From potential tax changes and funding shortfalls to long-term economic competitiveness, this session will unpack what advisors need to understand now — and how to translate these developments into meaningful conversations with clients.
This is more than a legislative update. It is an economic reality check.
Session Description:
Just three days before joining us at this event, Craig Ritter will return from Medicarians 2026 — the country’s premier gathering of Medicare leaders, policymakers, carriers, and compliance experts. He’ll bring the latest updates and insider intelligence directly from this nationally recognized conference to our Maryland audience.
Medicare is under mounting financial and legislative pressure, with ripple effects for carriers, regulators, employers, and the clients you serve. From funding sustainability to regulatory shifts and market stability, the landscape is changing quickly.
In this fast-paced briefing, Craig will translate national developments into practical insight for advisors — highlighting what’s changing, what’s coming next, and how to prepare for the impact.
This isn’t yesterday’s update. It’s what’s happening now — and what it means for your business and your clients.
Historic Inns of Annapolis,
Duke of Gloucester Room
58 State Circle
Annapolis, MD 21401
Registration Rates:
$35/members or $55/non-members
Thank you Sponsors!
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