Have you ever wondered how you can protect your assets for your children or other beneficiaries?
Are you curious about how estate planning can impact your current tax liabilities?
Have you been putting off financial planning because you are just too busy?
Then our Financial Futures breakfast is for you.
Join Good Shepherd Housing at Belle Haven Country Club
in Alexandria, Virginia, as we host a networking breakfast
and financial planning panel discussion.
A complimentary networking breakfast will precede the
financial planning panel discussion.
Hear from Lauren O’Brien, CFP, CPA of Lara, May & Associates, LLC, Sean R. O’Connell, CPA/PFS, CGMA of PBMares, LLP, and Daniel F. Rinzel, Esq. of Redmon, Peyton & Braswell, LLP for this timely discussion of current estate
planning opportunities and trends.
Our expert panel will provide guests with information about relevant financial planning strategies, current trends, and resources for enhancing financial stability.
This educational seminar is free, however, reservations are required. Register below today!
Please note that no investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.