Whether you are just starting to save, preparing to start paying college tuitions or looking forward to your retirement – there are many aspects that should impact how you are planning for and managing your personal and financial affairs. In one hour, three speakers will provide you with enough information to understand your choices and assist you in moving forward.
Attendees will hear from 3 panelists:
How will your money be working for you 20 years from now?
Learn the 3 panel approach to financial planning covering liabilities, short term goals and long term goals. You will leave understanding the rule of thumb techniques to know if you are saving enough for retirement, to buy a house, if you have enough coverage for life insurance, disability insurance and long term care and much more.
Presented by: Linda Whittington, Financial Advisor
Do you know what will happen to your assets and the consequences to your loved ones if you don’t have current estate planning tools in place?
Understand the pillars of Estate Planning- why you should plan, what you should prepare and when you need to update or review your planning.
Presented by: Richard W Hartman III, Attorney & Counselor at Law
How much of the $58 Billion in unclaimed U.S. assets belongs to you?
Today, only 30% of households know the major details about the household finances. Attendees will learn what information is important, how to claim your assets and how to store your information so you can easily locate it or pass it on to a loved one.
Presented by: Kay Bransford, Curator
Dates, Times, and Locations:
When: Wednesday, May 15, 2013 at 7:00 p.m.;
Tuesday, May 21, 2013 at 7:00 p.m.
Where: 1650 Tysons Boulevard, 10th Floor, McLean, VA 22102
Three ways to register:
1) Call: (703) 255-7005
2) Send an email to: RWHartman@RWHartmanLaw.com
3) Visit the registration web sites:
For Wednesday, May 15th visit: http://importantplanningmay15.eventbrite.com/
For Tuesday, May 21st visit: http://importantplanningmay21.eventbrite.com/
We encourage you to invite your friends and family, and bring a guest who will also benefit from this information!
Recent Speaking Engagements Include:
- United Way, Tyson’s Corner and District of Columbia Offices, “Employee Lunch and Learn”;
- Tyson’s Regional Chamber of Commerce, TIPS I Group;
- Vienna Women’s Club;