LIVE PROGRAM! Westwood Country Club!

Luncheon Event!

February 17, 2022

11:30 AM Check-in

Please join us for our Luncheon Program at Westwood Country Club. Speaker Details below! We are all anxious to meet and greet, so please come join us for this LIVE EVENT! Two Great Speakers! Social Color Coding for Comfortable Networking Options!

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Gary Altman

Estate Planning for CryptoCurrency, C Corporation Stock

and State Income Taxes

What planning is possible if a client has a large cryptocurrency holding, or owns stock in an S Corporation that may have a liquidity event, or is concerned about paying DC, MD or VA income taxes, but does not want to move? Gary will discuss different types of trusts that can be implemented to save or defer income and capital gains taxation in these situations.

Live Luncheon!

Westwood Country Club

Vienna, VA

February 17, 2022 - 11:30 AM

Check In

Programs end by 2 PM!

2 CFP CE Approved! 2 CIMA CE Approved! CPA CPE Offered!

$40 Members - $60 Non-Members

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Jamie Catherwood - Investor Amnesia: Stuck on Repeat

Financial history is an underappreciated tool at every investor’s disposal. While no period in market history is exactly alike, there are clear trends and themes that consistently appear over multiple centuries. With this understanding, history serves as an invaluable compass that can steer investor's in the right direction during challenging times. In this presentation, Jamie Catherwood walks through some of these repeating themes, including: Speculation & Innovation, The Reach for Yield, and Arbitraging Human Nature.

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Color Coding for Individual Comfort for Social Networking Options!

Color Stickers will be available to indicate your preference of Social Networking and Indicate your Comfort Level Socializing with Others!

You acknowledge that an inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending the event, you agree to abide by all safety protocols of the facility and voluntarily assume all risks related to exposure.