Past Events
Dana Hutson, Community Educator for CampaignZERO and Board Certified private patient advocate Preventable medical errors are the 3rd leading cause of death in the United States behind heart disease and […]
The Essential Estate Planning Checklist for Virginia
Planning your legacy can be complicated. While the business of estate planning may be daunting, we’ve created a checklist that highlights the most important tasks. Let’s take a closer look. […]
Divorce Financial Planning Northern Virginia | Do I Qualify for Alimony or Support?
Facing the prospect of divorce, many spouses wonder ‘Do I Qualify for Alimony or Support’ in Virginia? Virginia law does not lay out the exact parameters for who qualifies for […]
Executive Financial Planner Northern Virginia | Corporate Benefits Advice
Most corporations know that in order to attract and retain the best and most innovative talent, they have to offer generous benefits packages. But how do you make the benefits […]
Financial Planners Northern Virginia | Planning for 2020
Searching for financial planners in Northern Virginia to start off 2020 the right way? Meeting with a financial professional is the best way to ensure that your money works for […]
Wealth Management Near Me | How the SECURE Act May Impact Your Finances
When it comes to wealth management and inheritance planning, it is important to stay abreast of the latest changes in legislation in order to properly plan for you and your […]
Certified Divorce Financial Analyst
A Certified Divorce Financial Analyst uses a wealth of knowledge and understanding of asset distribution, tax laws and short-and-long-term financial planning to achieve equitable divorce settlements. Divorce can be tough to navigate, […]
Financial Planner Northern Virginia | Discussing Finances over the Holidays
The holidays may be a great time to celebrate with your family, but they can also provide an ideal opportunity for you to discuss your finances around the dinner table. […]
Executive Financial Planner | Being Strategic with Stock Options
Working with an executive financial planner can help to simplify your financial strategy in order to help meet your fiscal goals. Types of Executive Compensation When identifying the ways in […]
How to Discuss Retirement with Your Parents | Financial Planner McLean
Growing up you may have gotten used to being accountable to your parents when it comes to financial advice and readiness. However, as you get older, it is important to check in […]
