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October 3 2019 Luncheon Program
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October 3  2019 Luncheon Program

Please join us for our Luncheon Program at Westwood Country Club. Speaker Details Announced Soon!

 Export to Your Calendar 10/3/2019
When: 10/03/2019
11:30 am
Where: Map this event »
Westwood Country Club
800 Maple Avenue, East
Vienna, Virginia  22180
United States
Contact: Peggy Nelson
703-620-1712


Online registration is available until: 10/3/2019
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Members: $40 - Non-Members: $60

Westwood Country Club

Check in begins at 11:30 am and the program will end by 2:00 pm

 

FPA National Capital Area Presents

 

Thursday, October 3, 2019 Member Luncheon

Check in – 11:30AM – Opening Remarks – Noon

 

Westwood Country Club, Vienna, VA

 

Two Presentations – Gary Altman, Speaker

Trusts, Income Taxes, Charitable Giving, and Other Interesting Estate Planning Topics and Ideas

This presentation will present new ideas on income taxes and trusts, charitable giving and the SALT deduction, as well as some insights for the future with possible tax law changes and some interesting and unique strategies for clients when designing Estate Plans.


Doug Orton, Speaker

Family Wealth Management: Generational Wealth Conversations

The family wealth transfer is not just about getting financial assets to the next generation. It is also about how to pass on what is important and how to avoid damaging our children’s relationships with each other. This seminar focuses on family wealth management and will leave the client understanding why transfers can fail, how to avoid mistakes and how the right communication is best. Client Communications will be examined, as well as proper documentation of the client’s family, client wishes and client’s fears pertaining to the future of their family.


 

2 CFP CE Approved! 2 MD Insurance Pending, 2 VA Insurance Approved! and 2 CIMA CE Pending Approval! CPA CPE Offered!