2016 End of Year Planning Workshop
Free
2016 End of Year Planning Workshop

2016 End of Year Planning Workshop

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Durant Center

1605 Cameron St.

Alexandria, VA 22314

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Description

As the year comes to a close we wanted to invite you to a timely workshop to help ensure your financial planning and tax ducks are in a row before the 31st. We have teamed up with two top-notch tax firms to educate our clients and their guests on the moves that they should consider making before the end of the year as well as planning advice given the current economic, market and tax environments.

We encourage you to bring a guest as these classes are not only great educational opportunities but also opportunities for your peers to receive advice in a non-threatening environment.

As this is an educational event for the clients of two different firms, seating is extremely limited. Please RSVP for you and your guests by November 21st.


Details:

What: 2016 End of Year Planning Workshop

When & Where:

Two Workshop Options:

1. Wednesday, November 30: 11:30am-1:00pm

Halt, Buzas & Powell, LTD

1199 N. Fairfax Street, 10th Floor

Alexandria, VA 22314

Instructors:

Kelly Campbell, CFP®, ChFC®, CMFC®, AIF®- President & CEO, Campbell Wealth Management

Evan Beach, CFP®, AWMA®-Wealth Manager, Campbell Wealth Management

Steve Halt, CPA-Tax Partner, Halt Buzas & Powell

2. Tuesday, December 6: 5:30pm-7:00pm

Durant Recreation Center: Class taught in conjunction with Ross & Moncure

1605 Cameron St. Alexandria, VA 22314


Instructors:

Kelly Campbell, CFP®, ChFC®, CMFC®, AIF®- President & CEO, Campbell Wealth Management

Evan Beach, CFP®, AWMA®-Wealth Manager, Campbell Wealth Management

Brian Davis, CPA-Tax Consultant, Ross & Moncure

RSVP To:

Amanda Larkin

Marketing Associate & Event Coordinator

Campbell Wealth Management

(571) 800-6373

Amanda@campbellwealth.com

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Date and Time

Location

Durant Center

1605 Cameron St.

Alexandria, VA 22314

View Map

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