Northern Chapter VSCPA - Event Information - Northern Chapter VSCPA

Event Name:
Personal Financial Planning SIG - Life Insurance and Annuities

Event Type(s):
Special Interest Group Event

The Personal Financial Special Interest Sub-group is pleased to invite you to a 1-hour CPE event immediately preceding the chapter meeting on December 18 from 3 to 4 at the same location -Marriott Fairview.

Colin Kimpel will be presenting on life insurance and annuities-two topics that CPAs frequently get asked about.  He will discuss:
  • Life Insurance – Whole, term, variable?  When each can make sense from a planning standpoint, and when they don’t. 
  • Annuities – with people living longer, annuities have risen in popularity to help hedge against longevity risk.   But there are many types – what are the differences?  How do they work?
Colin is a partner with Veritas Financial, a boutique financial services firm located in Vienna.  He is a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®) and a Certified Family Business Specialist (CFBS). Colin was awarded Washingtonian Magazine’s distinction as one of the area’s Best Financial Advisors. 

Event Date:

Event Time:
3:00 PM - 4:00 PM

Fairview Park Marriott
3111 Fairview Park Drive
Falls Church, VA 22042

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