Description

Scott will spend some time discussing the new Maryland Retirement Plan mandate for Small Businesses and Non-Profits, while also discussing solutions for becoming compliant with the new rules.

From there, the McCaskill Financial team will review the current market environment, including pending interest rate changes and the upcoming election…and how they may impact your investment decisions as a business owner or non-profit executive.

Finally, Scott will close things up with a “Town Hall Q&A” where you can ask any questions you have about business growth, non-profit opportunities or whatever goals your organization may be working towards.

About Scott

Scott earned his designations of "Certified Financial Planner (CFP^®)" through American College and "Registered Financial Consultant (RFC^®)" through the College of Financial Planning. His securities licenses include Series 24 (General Securities Principal), Series 31 (Futures Managed Funds Exam), 7 (General Securities Representative), 65 (Uniform Investment Advisor Law Exam), and 66 (Uniform Combined State Law Exam) and insurance licenses in life, health and long-term care.

Scott is a member of the Financial Planning Association (FPA), the International Association of Registered Financial Consultants (IARFC), Leadership Frederick County and is a Trustee for the Frederick County Chamber of Commerce. He currently serves as Treasurer for the Frederick County Mental Health Association, Vice President for Platoon22 and Veterans Services Center, and Treasurer for Habitat for Humanity of Frederick County.  Scott also Chairs the City of Frederick Trust Investment Committee that oversees the City of Frederick Pension and Benefits Fund.

Scott has been quoted in the Frederick News Post, the CFP Board Consumer Newsletter, Smart Company Magazine, Frederick Magazine and was a key speaker at the CFP Board Financial Planning Conference in Washington DC. Scott has been recognized by Reuters, Bloomberg, the Daily Record and Frederick Magazine as a leader in the financial industry.

Scott was also very honored to be able to present on financial planning topics at the Library of Congress in Washington, DC and believes firmly in giving back and supporting our community.

You can listen to Scott weekdays at 4:08pm & 5:08pm on WFMD Radio 930AM for their “Closing Bell – Market Update”, where he summarizes the day's market activity and news, while also answering questions from listeners and local media. As well, he writes a monthly column for Frederick Magazine called "Ask The Expert", where readers can write in with financial planning and investment management questions.

About Chamber YOU: This program provides new opportunities to learn and grow, for you and your employees to advance your business. Each quarter of the year will have a new focus.

Series 1: Personal and Professional Development (January, February, March)

Series 2: Human Resources (April, May, June)

Series 3: Finance (July, August, September)

Series 4: Marketing (October, November, December)

*Attend all sessions in a quarterly series to receive a certificate of completion from the Chamber. A special certificate will be provided for anyone that attends all sessions over the year. CEU credits available from HCC for each session.*

Thank you to our sponsor: