2026 Client and Community Education Event: Protecting What Matters Most – Because Your Legacy Begins With How You Live Today
Protecting What Matters Most – Because Your Legacy Begins With How You Live Today
Saturday, November 14, 2026 | 8:30 a.m. – 12:30 p.m.
Ten Oaks Ballroom – 5000 Signal Bell Lane, Clarksville, MD 21029
For a 13th year, Elville and Associates is pleased to bring together our clients, friends, professional partners, and members of the community for a morning of education, food, music, and more!
This year’s theme, Protecting What Matters Most – Because Your Legacy Begins With How You Live Today, takes a broader look at what planning really means. Of course, planning is about protecting your family and preparing for the future. But it’s also about the decisions we make today—how we approach our finances, protect ourselves and the people we love, care for our health and well-being, and live with purpose.
Throughout the morning, we’ll hear from speakers with very different areas of expertise, including estate and legacy planning, the psychology of money and financial decision-making, fraud and the growing impact of artificial intelligence, and the connection between wellness, purpose, and the legacy we create during our lifetime. Presenters include:
What Are You Planning For?
Protecting Your Family, Your Independence, and Your Legacy
Stephen R. Elville, J.D., LL.M.
President and Managing Principal, Elville and Associates, P.C.
Protecting Your Financial Future
The Psychology of Money and the Decisions That Shape Our Lives
John E. Day, MBA, LUTCF
Financial Advisor and Registered Principal – LPL Financial, Founder – DAY Financial Group
The Talk Every Family Needs to Have
Protecting Yourself and Your Family from Fraud, Scams, and Financial Exploitation
Andre Lingham – Founder, Safe Aging Strategies
Living Your Legacy
Finding Purpose, Meaning, and Wellness in Every Stage of Life
Dr. Michelle Fritsch, PharmD, BCGP – Founder, Propel Comprehensive Wellness
And as always, the morning is about more than presentations. Guests will enjoy a breakfast buffet courtesy of Putting on the Ritz and live music performed by student musicians from the Annapolis Symphony Academy. Representatives from the Alzheimer’s Association, Autism Society of Maryland, and WBJC will also be joining us, along with other resources and information available throughout the event. And yes, we’ll have some great door prizes along the way!
The event is open to Elville and Associates clients, family members and friends, members of the community, financial advisors, and other professionals who share an interest in thoughtful planning and living well.
Whether you’ve attended our annual event many times or this will be your first, we hope you’ll join us for what should be a meaningful and enjoyable and Saturday morning together.
Protecting What Matters Most isn’t only about what we leave behind. It’s about the life we’re living now, the people we care about, and the choices we make along the way.
This event is complimentary, but RSVPs are required. We expect the event to reach capacity, so we strongly encourage you to reserve your place early. Please use the form below to RSVP no later than Friday, October 30th.
We look forward to seeing you on November 14!
Check out last year’s highlight reel here!
