Next Event

  1. D.C. Metro Forum

    Date: 06/22/2012 - 06/22/2012
    Time: 10 a.m. - 4 p.m.
    Location: TBD
    Price: $35.00

     The D.C. Metro Forum will be having a meeting June 22, 2012, 10 a.m. - 4 p.m.

    Location:
    Executive Conference & Training Center Tysons Corner
    8201 Greensboro Drive, Suite 104
    McLean, VA 22102

    DC Metro Forum members (this includes VA, MD, and DC): $35 (includes lunch)
    Outside of VA, MD, DC: $99 (includes lunch)
     

    Speakers
    • Speaker Photo Lew Dymond
    • Speaker Photo Thomas J Ahrens
    Agenda

    WealthCounsel Principal and Education Instructor, Lew Dymond, JD will present Who Should You Name as the Beneficiary of Your IRA?
    During this presentation, he will demonstrate how to help our clients:

    • Pass more wealth to loved ones.
    • Integrate client’s IRA with their overall estate plan.
    • Evaluate whether a standalone retirement trust (“SRT”) is right for them and their families.
    • Use SRTs to protect and grow savings for their families.
    • Take advantage of the rules applying to separate accounts governing IRAs so that each beneficiary can control his or her own inheritance.

    Putting it into Practice: How to Communicate and Build Referral Sources with Professional Study Groups: Thomas Ahrens, JD
    Thomas Ahrens will present the steps needed to host Study Groups for professional advisors. Attendees will learn strategies that can be implement in their practices to build relationships, work collaboratively with financial professionals, and develop consistent referrals. Included in this presentation are the forms needed to invite attendees and a checklist for holding study groups
     

Register to Attend Next Event
  • Event: D.C. Metro Forum
  • Date: 06/22/2012 - 06/22/2012
  • Time: 10 a.m. - 4 p.m.
  • Location: TBD
  • Price: $35.00