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Events

  • Zoom Exclusive Happy Hour: HONORING PARENTS:  THOSE WHO HAVE LOST A CHILD
    Zoom Exclusive Happy Hour: HONORING PARENTS:  THOSE WHO HAVE LOST A CHILD
    Wed, Mar 20
    https://bit.ly/HonoringParents
    Mar 20, 2024, 6:00 PM – 7:00 PM
    https://bit.ly/HonoringParents
  • Wills, Insurance, Networth and Estate planning Event
    Wills, Insurance, Networth and Estate planning Event
    Wed, Mar 13
    Fairfax
    Mar 13, 2024, 6:00 PM – 8:00 PM
    Fairfax, 10195 Main St Ste J, Fairfax, VA 22031, USA
    In this exclusive event, Sip, Secure, and Strategize: Join us for an evening of fine wine, insurance insights, net worth discussions, and estate planning at Neil McKinnon State Farm Office. Elevate your financial future. Cheers to a wealth of knowledge! Date: Wednesday, March 13th, from 6-8pm.
  • Create Your Own Will Workshop
    Create Your Own Will Workshop
    Sat, Feb 24
    McLean
    Feb 24, 2024, 10:00 AM – 2:30 PM EST
    McLean, 1960-A Chain Bridge Rd, McLean, VA 22102, USA
    Tired of putting off getting your will done and want to Create Your Own Will! Come let our experts guide you to complete your own Will. Bring Your Laptop!
  • Webinar: Principles of Retirement Planning for the Pre-Retiree
    Webinar: Principles of Retirement Planning for the Pre-Retiree
    Tue, Oct 24
    Webinar
    Oct 24, 2023, 6:00 PM – 7:00 PM
    Webinar
    In this exclusive event, you will learn about protecting your retirement income, Strategies for covering Long Term Care expenses, Tax planning strategies, Developing strategies to pass on your legacy and much more.
  • Estate Planning Webinar for Single Parents
    Estate Planning Webinar for Single Parents
    Fri, Sep 22
    Webinar
    Sep 22, 2023, 12:00 PM – 12:30 PM
    Webinar
  • Estate Planning for the Blended/Step Family Webinar
    Estate Planning for the Blended/Step Family Webinar
    Fri, Aug 25
    Webinar
    Aug 25, 2023, 12:00 PM – 12:30 PM EDT
    Webinar
    We will talk about how to safeguard your legal and financial interests if you are in or thinking about getting into a subsequent marriage with children from the previous relationships.
  • The Probate Process: Webinar
    The Probate Process: Webinar
    Fri, Jul 21
    The Probate Process: Webinar
    Jul 21, 2023, 12:00 PM – 12:30 PM EDT
    The Probate Process: Webinar
    Have you ever been assigned the task of being executor of an estate? Do you want to better understand how the probate process works? Are you looking for ways that your family can plan to avoid probate? Join us for a quick and informative webinar on the probate process.
  • Estate Planning Webinar for Single Moms
    Estate Planning Webinar for Single Moms
    Fri, May 19
    Webinar
    May 19, 2023, 12:00 PM – 12:30 PM EDT
    Webinar
    Hey there, single moms! Join us for a free webinar designed just for you. We know that being a single mom is tough, and it's important to make sure that your children are taken care of no matter what.
  • Webinar: The Elements of a Will
    Webinar: The Elements of a Will
    Wed, Apr 26
    Webinar: The Elements of a Will
    Apr 26, 2023, 8:00 PM – 8:30 PM
    Webinar: The Elements of a Will
    Learning Objectives: 1. Key things to include in a Will; 2. Learn about some potential problems that can arise with a Will-based estate plan; and 3. Learn the alternatives to Will-based planning that may save your family time and money. Come with your questions.
  • Life Insurance as an Estate Planning Tool
    Life Insurance as an Estate Planning Tool
    Wed, Mar 22
    Webinar
    Mar 22, 2023, 8:00 PM – 8:30 PM EDT
    Webinar
    1. Learn about the importance of estate planning; 2. Learn about different types of life insurance that you can use to build your family's wealth; 3. Learn how to incorporate life insurance into your family's estate plan; and 4. Learn how life insurance can be used as a strategy to save on various
  • Wine, Wealth Gap & Wills
    Wine, Wealth Gap & Wills
    Thu, Feb 23
    Woodlawn Press Winery
    Feb 23, 2023, 6:00 PM – 8:00 PM
    Woodlawn Press Winery, 8733-B, 8733 Cooper Rd, Alexandria, VA 22309, USA
    Wine, Wealth Gap & Wills 1. Learn about the state of the growing wealth gap and how it is impacting our changing world. 2. Learn about estate planning strategies you can use to protect your assets, keep them in the family and create generational wealth. 3. Enjoy great wine, tasty snacks, and fun, in
  • Using a Trust to Plan Your Estate
    Using a Trust to Plan Your Estate
    Wed, Jan 25
    Using a Trust to Plan Your Estate Webinar
    Jan 25, 2023, 8:00 PM – 8:30 PM
    Using a Trust to Plan Your Estate Webinar
    Learn: 1. How to use a trust in your estate plan. 2. How to preserve and pass down wealth estate tax free. 3. How to protect beneficiaries' assets from creditors, spouses, bankruptcies, and predators.
  • Estate Planning for the Blended/Step Families Webinar
    Estate Planning for the Blended/Step Families Webinar
    Sat, Nov 19
    Webinar
    Nov 19, 2022, 10:00 AM – 11:00 AM
    Webinar
  • Estate Planning For Single Parents Webinar
    Estate Planning For Single Parents Webinar
    Sat, Oct 22
    Webinar
    Oct 22, 2022, 10:00 AM – 11:00 AM
    Webinar
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