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Luncheon Program
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Luncheon Program

Our Luncheon program will be from approximately 12:00 - 2:00, with our luncheon speakers ending by 2:00PM. Please join us!

 Export to Your Calendar 3/19/2020
When: 03/19/2020
11:30 am
Where: Map this event »
Kenwood Country Club
5601 River Road
Bethesda, Maryland  20816
United States
Contact: Peggy Nelson
703-620-1712


Online registration is available until: 3/19/2020
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PLEASE NOTE: THE FIREFOX BROWSER WORKS MUCH BETTER FOR REGISTRATIONS. INTERNET EXPLORER WILL OFTEN CAUSE PROBLEMS OR FAILURE DURING REGISTRATION. PLEASE TRY TO USE FIREFOX OR ANOTHER BROWSER WHEN REGISTERING. WE ARE SORRY FOR THIS INCONVENIENCE.

 

Two Luncheon Presentations:

Gary Altman, JD, CFP® - The Secure Act - How Does it Affect Planning and Retirement Accounts?

Lisa Kirchenbauer, CFP®, RLP®, CeFT® - Becoming an Intentional Business Owner

Kenwood Country Club, Bethesda, MD

Check in Begins at 11:30 AM - Program Begins at 11:55 AM - Program will end by 2:00 PM

1 CFP, 1 CIMA, 1 MD Insurance CE Pending Approval

 

Meet our Speakers:

Gary Altman, J.D., L.L.M. (Tax), CFP

11300 Rockville Pike, Suite 208 | Rockville, MD | 20852
Offices: Rockville, Columbia, DC and Tysons Corner

P: (301) 468-3220 | F: (301) 468-3255
E: gary@altmanassociates.net | W: www.altmanassociates.net

T: @garyaltman | FB: facebook.com/altmanassociates | LI: linkedin.com/in/garyaltman

 

Gary Altman, Esq. is the Founder and Principal Attorney of the estate planning law firm, Altman & Associates.  The firm’s practice is dedicated to all aspects of estate law: estate planning; tax planning; charitable planning; premarital agreements; business succession and exit planning; special needs planning; asset protection strategies; reformation of irrevocable trusts and failed estate plans; trust beneficiary and fiduciary representation; trust and probate administration; and fiduciary litigation. Gary and his team of four lawyers have in excess of 70 years combined experience in estate planning and trust and probate administration.  Gary has been repeatedly recognized by Washingtonian magazine, Bethesda magazine and Northern Virginia magazine as among the DC region’s “Best Estate Planners.” He has also been honored as a “Top 100 Attorney” by Worth magazine and likewise recognized as a Maryland and Washington, DC “Super Lawyer.” Gary earned his Master of Law in Taxation (LLM) Degree from Georgetown University Law School and his law degree (J.D.) from the New York University School of Law in New York City. He completed a Bachelor of Science degree at Wesleyan University in Middletown, CT. He also became a CERTIFIED FINANCIAL PLANNER™ professional in 1986.

 

 

 

 

Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT®

Lisa Kirchenbauer, is President of Omega Wealth Management, in Arlington, Virginia.  She has been in the financial services industry since 1985 and is a CFP, Registered Life Planner and Certified Financial Transitionist.  Lisa completed her life planning training in 2004 and has been implementing financial life planning since 2005 in her practice with a retainer and assets under management business model.  She has served a trainer and mentor for the Kinder Institute of Life Planning and has published several articles in the Journal for Financial Planning, as well as being quoted in numerous industry and consumer publications.  Lisa was named “Financial Planner of the Year” in 2014 in her local Financial Planning Association chapter, and a top financial advisor in the Washington, DC area since 2014. Last year, Investment News named her a 2018 “Woman to Watch”.   In 2017, she authored the “The 5 Essential Skills of an Exceptional Advisor” available on Amazon.com.  Over the last 5 years, Lisa has spoken to planners at various conferences in the U.S., India, the Netherlands, the UK and Australia to share her passion for improving relationship & communication skills, and practice management strategies.