Broker Check
22 June
Wine event


Dear Valued Client,
You may recall that we attempted to visit a local winery to celebrate our 30th anniversary…and that plan got canceled due to the pandemic.
Many clients have continued to express interest in visiting the local winery in Davidsonville,
The Vineyards at Dodon.
So, we are going to try again on Thursday, June 22nd from 5:30 – 7:00 pm and would like you and your guest to attend.

There will be a short tour of the vineyard and, of course, the wine tasting that will include cheeses, charcuterie, and related accompaniments.
Please note that, unlike our annual client event, this event has limited seating. Therefore, please reserve your place today by clicking below or email Janet at, by June 13th.

Very truly yours,
Kevin Q. Williams, MBA, CPA, PFS, CFP®

Date and Time

Thu, Jun 22, 2023

5:30p - 7:00p EST


The Vineyards at Dodon

391 Dodon Road
Davidsonville , MD 21035
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Event Registration