2019 Educational Workshop Series:
Financial Guidance for Widows
Sometimes the smallest step in the right direction ends up being the biggest step of your life. Tip toe if you must, but take the step.
Educational Workshop Series -Financial Guidance for Surviving Spouses
- Thursday, February 28, 2019
- Thursday, August 22, 2019
This workshop provides a practical guide for recent widows/widowers and couples who wish to have a surviving-spouse financial plan.
This free workshop focuses on the following:
- Organizing and Locating Important Information
- How to Select Qualified Professionals
- Addressing Your Cash Flow and Liquidity Needs
- Identifying Your Benefits and Income Sources
- Managing Risk (Insurance, Healthcare, Retirement Needs and Avoiding Fraud)
- Reviewing Your Assets and Personal Liabilities
- Finalizing Estate Settlement and Final Review
- Setting New Financial Goals (Values-Based Decisions, Retirement, Travel, Etc.).
RSVP today, spots are limited. Small, face-to-face instruction to allow for active participation and personalized materials. Acquire practical tips and guidance in a non-sales environment. Your future doesn’t have to include worry about your finances.
February 28, 2019 5:30pm | August 22, 2019 5:30pm
46 South Loudoun Street, Winchester VA 22601
RSVP below or contact us at (540) 205- 8186
2019 Women’s Choice Award®
Hunt Country Wealth Management is a proud recipient of the 2019 Women’s Choice Award® for Financial Advisors.
The Women’s Choice Award is the premier recognition award for advisors who provide quality service to their female clients. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2016, of the 783 considered for the Women’s Choice Award, 122 were named Women’s Choice Award Financial Advisors/Firms.
meet the instructor: Chris Merchant
Workshop Instructor Chris Merchant is a Certified Financial Planner™ and Behavioral Financial Advisor™. He is president of Hunt Country Wealth Management.
who is hunt country wealth management? why are they hosting?
Hunt Country Wealth Management is a top financial planning and investment firm with offices in Northern Virginia (Ashburn and Reston) and the Shenandoah Valley (Winchester, VA). They specialize in Financial Planning for Women and help individuals and families plan for their futures with sound financial advice and investment management services. Chris Merchant was awarded the 2019 Women’s Choice Award for Financial Advisors for his dedication to women investors.
This workshop is NOT a sales presentation on the company. It is an instructive, interactive session designed to help you answer questions and provide information and analysis regarding moving forward independently after the loss of a spouse.
Do some workshop attendees become Hunt Country Wealth Management clients? Absolutely.
This workshop is designed to be informative and educational, with no pressure of any kind to buy products or services. We occassionally bring in professional alliances to add expertise in areas such as estate planning, tax services, etc.
Please note: Securities America and its representatives do not provide tax or legal advice. The workshop material is general guidelines and certainly not all inclusive for each widow’s situation.
Can’t make the date? Presenter Chris Merchant, CFP® is available for private workshops and support group presentations. Please contact office for details and scheduling.