- Due to COVID-19, all current events are TBD.
- 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
- April 26- Client Appreciation Party- Apple Blossom Wine & Design | Easly Created Studio in Old Town Winchester
- May 1-5- Book Launch for On Investing Well: The Elements of Good Investing by Chris Merchant, CFP®.
Trilogy® at Lake Frederick New Home Buyers Workshop
- Thursday, July 18- NextPhase™ Retirement Income Planning Workshop | Winchester, VA
- Tuesday, August 20- NextPhase™ Retirement Income Planning Workshop | Ashburn, VA
- 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
- Saturday, April 6th- 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
- Upcoming events, TBD.
- Thursday, February 28 at 5:30pm 46 South Loudoun Street Winchester, VA
2019 Educational Workshop Series- Financial Guidance for Widows
This workshop provides a practical guide for recent widows and couples who wish to have a surviving-spouse financial plan. Acquire practical tips and guidance in a non-sales environment. Organizing your finances and taking the right steps will help you regain a sense of control, well-being and reduce financial worry during this time of healing. RSVP today, spots are limited. Free workshop, learn more here.
LCEA Expo: March 2019
Financial planning for equine doctors & Veterinarians
- Tuesday, March 19: Loudoun County Equine Alliance Expo. 5:00PM-9:00PM.