Planning: Invest in your future, your loved ones, yourself!

Whether you are just starting to save, preparing to start paying college tuitions or looking forward to your retirement – there are many aspects that should impact how you are planning for and managing personally and financially. In one hour, three speakers will provide you with enough information to understand your choices and assist you in moving forward.

Attendees will hear from 3 expert panelists:

Learn the 3 panel approach to financial planning covering liabilities, short term goals and long term goals. You will leave understanding the rule of thumb techniques to know if you are saving enough for retirement, to buy a house, if you have enough coverage for life insurance, disability insurance and long term care and much more.

Linda Whittington, Financial Advisor

Understand the pillars of Estate Planning- why you should plan, what you should prepare and when do you need to update or review your planning. You will learn why these tools are important and discover the consequences to your loved ones and your assets if you fail to have the basics in place.

Richard W Hartman III, Attorney at Law

Today, only 30% of households know the major details about the household finances. Attendees will learn how to organize and store all of your important documents and details so they can be easily shared with or passed on to a loved one.

Kay Bransford, Curator

Date: Tuesday, May 21st, 2013

Time: 7 PM to 8:15 PM

Location: 1650 Tysons Blvd 11th Floor McLean, VA 22102