Greg Lawson holds the Chartered Retirement Planning Counselor^SM designation and has collaborated with a number of area organizations by offering no-cost financial literacy training for their members, employees, and other community partners. He is always happy to work with people looking to better manage their personal or business finances.

He is available to present seminars on a broad range of general financial subjects including Retirement Planning and College Savings, as well as more specific topics such as LGBT Financial Planning and Business Succession Planning. If your company or organization has a particular topic you would like to address he can work with you to tailor an educational program. As needed he also partners with several subject matter specialists to present on topics outside of his areas of expertise.

Focus areas: Financial Planning, LGBT Wealth Planning, Legacy Planning, Business Succession Planning

Area: Washington DC, Suburban Maryland, Suburban Virginia, Pennsylvania, Delaware

Contact: gregory.lawson@ml.com