Upcoming Events & Workshops

 

At Hunt Country Wealth Management, it is part of our mission to offer educational opportunities to help people make good financial decisions. We aim to provide these opportunities as a forum for clients, prospective clients, and our fellow community members to ask questions to a CFP®, foster financial awareness and take steps towards achieving their future objectives. As needed, we also incorporate select professionals throughout the community who can add expertise in subjects such as estate planning, CPA tax strategies, etc.

Throughout the year we also host a variety of events which are purely social in nature and provide a fun atmosphere and opportunity to meet other clients. Unless otherwise noted, these events are always open to your family and/or desired guests. Information for these events is posted in our Quarterly Newsletters and below in the Social Event section. 

As a community leader in retirement income planning and financial management we also welcome the opportunity to host private events, workplace Lunch & Learns, webinars, and speaking engagements. Available topics include: Understanding your 401K Benefits, Saving for Retirement, Retirement: What You Need to Prepare, and Behavioral Finance: Making Values-Based Decisions. If you have another topic you would like to explore, let us know and we will see if we can put together a curriculum to meet your needs.

 

social events

  • Saturday, October 27- Old Town Winchester Spooktacular- Bring the Grandkids to the Winchester Office for a Halloween Bash
  • November 1 – December 23rd: Toys for Tots Collection Site | 46 S. Loudoun St. Winchester, VA 22601
  • Quarter 3- Client Holiday Activity TBD

retirement planning

  • Saturday, August 3- Private Event- Retirement Planning | Winchester,  VA
  • Tuesday, August 14- Private Event-Retirement Planning | Winchester, VA
  • Wednesday, November 7- Retirement Seminar | One Loudoun, Ashburn VA @ 6pm
  • Thursday, November 8- Retirement Seminar | Old Town Winchester, VA @ 6pm
  • Saturday, January 19th- Private Event- Retirement Planning | Winchester, VA

General Financial Planning & Wealth Management topics

 

  • Tuesday, January 15th Behavioral Finances: Values-Driven Resolutions | Old Town Winchester, VA @ 6:00pm

 Financial Planning for women

  • Tuesday, February 5: Financial Planning for Surviving Spouses | Winchester, VA @ 5:30pm
  • April TBD: Apple Blossom/Spring Paint & Wine Night | Winchester, VA

Financial planning for same-sex couples

  • November TBD: Financial Planning for Couples | Hideaway Cafe, Winchester VA Hosted in Partnership with CPA Firm: Hottel & Willis. Time TBD.

Financial planning for equine doctors & Veterinarians

  • Friday, January 25: Planning for Retirement Seminar| Online Webinar @ 3:3opm

Get In Touch

46 S. Loudoun st.

Winchester, VA 22601
+1 540 205 8186
advisor@huntcountryinvestments.com

Please Note: We never share your personal information with outside parties.