September 2017 Chapter Meeting - Social Security OR Retirement Investing09/26/17
Registration opens at 4pm, CPE from 4:30-6:30 followed by Networking and Dinner.
Members please log in to your account prior to registration.
2.0 hour CPE Select one of two available sessions:
Speaker: Evan Beach, Campbell Wealth Management
Synopsis:
Social security retirement income is 76% higher at age 70 than it is at 62. Yet 74% of all
beneficiaries take benefits before their full retirement age. We believe this is due to an education
gap. In this seminar we talk about the current state of the system, how benefits are determined and how to maximize income. In addition to covering the basics, this class will focus on the new income maximization strategies in light of changes stemming from the Bipartisan Budget Act of 2015.
Session B Topic: Investing for Retirement: Navigating the Pitfalls and Developing a Sustainable Personal Strategy
Speaker: Christopher Schuch, MBA, CFP, CliftonLarsonAllen Wealth Advisors, LLC
Synopsis:
Section 1 – Do it yourself or work with a professional?
There are many considerations when deciding whether you should manage your wealth yourself or hire someone to guide you. We will touch on the following:
· What types of financial advisors are there and how do they get paid?
· What types of products can I invest in and what are the costs associated?
· What is Active Management versus Passive Management?
Section 2 – Understanding the Investment Environment
Historically, individuals preparing for retirement have simply shifted their allocation away from stocks in favor of bonds and other income producing vehicles. We will discuss the following:
· What do we expect from bond markets and is traditional fixed income a viable option?
· What do we expect from equity markets?
· What other options are there?
Section 3 – Developing a Personal Strategy
It is important to understand what you are trying to accomplish and have a strategy that you can stand by even when we experience difficult markets. We will discuss the following:
· The emotional side of investing
· Developing a personal Investment Policy Statement
Location: Maggiano's Little Italy
Tysons Galleria
Mclean, VA 22102
Online Registration has closed for this event
Young Professionals Network SIG - Career Management for CPA's
10/05/17
Topic: Career Management for CPA's
Speakers: Ryan Delaney and Katie Delaney, CPA
Come join the Young Professionals Network of the Northern Chapter VSCPA’s, Ryan Delaney, and Katie Delaney, CPA for their presentation entitled “Career Management for CPA’s” on Thursday, October 5th at Cordia Partners (8229 Boone Blvd, Vienna, VA 22182) from 6-7 p.m.
Ryan and Katie will talk about how early stages of your career is crucial to laying the foundation for future career success. Not only will you learn tips about maximizing your opportunities in your current position, but you will also learn about career building strategies outside of the workplace as well as job transition tips and strategies.
Location: Cordia Partners
8300 Boone Blvd
Vienna, VA 22182