In the Community

We take pride in supporting an array of community organizations.

In February 2019, Kaplan Financial Group enjoyed celebrating their 40th anniversary surrounded by a supportive group of friends, clients, and family.

 

Kaplan in the News

 

Emphasizing Client Education. Kaplan focuses on clients who suddenly have to manage finances.
by Elizabeth Fuhrman
Million Dollar Round Table. www.roundthetable.org.


Family Ties...Working Together for Success.
by Helen Thompson
Advisor Today. www.naifa.org.

the-heritage-group
 

 

the-george-washington-university
 

 

the-senior-connection
 

 

leadership-montgomery
 

 

jssa
 

 

womens-presidents-organization
 

 

exit-planning-exchange
 
charles-e-smith-life-communities