Washington, DC, Sept. 25, 2014 — Keeping on top of continuing education is critical for most professionals. But how many people stay current with their financial planning education?
Northern VA-based financial services firm Egan, Berger & Weiner LLC is dedicated to educating its clients about changes and trends in retirement planning. To make this learning experience as interesting and fun as possible, the partners annually host a popular Back to School Night.
“It’s our way of showing our appreciation to our valued clients, and keeping them on top of updates and changes that they need to be aware of in regard to their financial future,” says CFP® Bryan Beatty, a partner at EBW who has been a financial advisor for more than two decades.
Founding EBW partner Michael Egan agrees. He says the key to making sound financial decisions is knowing what questions to ask. “We have been doing educational seminars in Fairfax County for more than a decade, and we know from experience that teaching new and existing clients what to be on the lookout for is the only way that they will stay in control of their financial futures. It’s what I want for myself, and those I love. And it’s what I want for my clients.”
The free event for EBW clients and their guests averages more than 350 attendees, and has been growing every year. More than three quarters of EBW’s clients attend—even some out-of-state ones, says Idelis Favole, EBW office manager.
Clients say they they make a point to attend the festive, informative evening event:
- “We love getting insights into the big picture,” clients Kathy and Randy share. “Getting a broad perspective is always helpful, and we really appreciate meeting the other clients and getting their take on the economic situation.”
- “This is an event we always look forward to all year long,” say long-time clients Polo and Tere. “We love the food, the people, the ambiance. And mostly we enjoy the lectures. We wouldn’t miss EBW’s annual Back to School Night.”
Scroll down for details about the Oct. 2, 2014, event, which will feature speakers and presenters in the field of retirement planning who have been quoted on CNBC and “Fox Business News,” and in Kiplinger Personal Finance and The Wall Street Journal, among other publications.
Back to School Night 2014
Where: Center for Innovative Technology
2214 Rock Hill Road, Herndon, VA 20170
When: Thursday, Oct. 2, 2014
Please RSVP: By Monday, Sept. 22, 2014, to IdelisFavole
- 5:30-6 p.m.: ￼iPad Apps & Technology Briefing Room • Presenter: Emily Dupre/MFS
- 6-8:40 p.m.: EBW Technology Workshop Classroom 2, P-1 Lobby Includes three 40-minute presentations starting on the hour at 6 p.m., 7 p.m., and 8 p.m. • Presenter: EBW Staff
- 6-6:30 p.m.: Advance Care Planning—Family Transitions & Dementia Auditorium • Presenters: Elizabeth Gray, Esq.; Judith Grumbly, RN, MSN, & ANP; and David Beck/EBW • Moderator: Steve Gurney/ Retirement Living Magazine
- 6:30-7 p.m.: Asset Allocation—Portfolio Manager Panel Briefing Room • Panelists include: Sean McLain/Blackrock, Frank Germana/JP Morgan, Dave Thomas/Oppenheimer
- 7-7:30 p.m.: Is It Different This Time? Auditorium • Presenter: Don Connelly/Putnam
- 7:30-8 p.m.: Advance Care Planning—Family Transitions & Dementia (encore presentation) Briefing Room • Presenters: Elizabeth Gray, Esq.; Judith Grumbly, RN, MSN & ANP; and David Beck/EBW • Moderator: Steve Gurney/ Retirement Living Magazine
- 8-8:30 p.m.: Asset Allocation—Portfolio Manager Panel (encore presentation) Auditorium • Panelists include: Sean McLain/Blackrock, Frank Germana/JP Morgan, Dave Thomas/Oppenheimer
- 5-9 p.m.: Massages, photos, dessert, wine-tasting, classic cars. Catering provided by Purple Onion Catering Company.
Note: This event has been funded in part by the following companies: Alger Funds, Columbia, Fidelity, Invesco, OppenheimerFunds, Putnam, John Hancock, JP Morgan, Hartford, DWS, Munder, MFS, BlackRock, Jackson National, Rochdale, and Victory Capital Management.
None of these organizations is affiliated with Voya Financial Advisors, Inc. No products will be presented, and all content is for informational purposes.
Securities and investments advisory services offered through Voya Financial Advisors, Inc., Member SIPC. Egan, Berger & Weiner is not a subsidiary of nor controlled by Voya Financial Advisors.