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Events
Sat, Mar 01ArlingtonJoin me, Ryan Brown, Esq., and Amy Schirmer, JD, CFP, CEPA, with moderator Christy Cole, CAP®, for a FREE informative session on March 1, 2025, at 10 AM in Arlington, VA. Hosted by the Arlington Community Foundation and the Northern Virginia Estate Planning Council.
Wed, Mar 20https://bit.ly/HonoringParents
Wed, Mar 13FairfaxIn 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.
Sat, Feb 24McLeanTired 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!
Tue, Oct 24WebinarIn 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.
Fri, Aug 25WebinarWe 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.
Fri, Jul 21The Probate Process: WebinarHave 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.
Fri, May 19WebinarHey 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.
Wed, Apr 26Webinar: The Elements of a WillLearning 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.
Wed, Mar 22Webinar1. 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
Thu, Feb 23Woodlawn Press WineryWine, 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
Wed, Jan 25Using a Trust to Plan Your Estate WebinarLearn: 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.
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