Join us for our November Chamber Breakfast, sponsored by Middleburg Bank.
The topic of this month's breakfast will be "Your Financial Health:Taking Care of You Today." The discussion will focus on the things Chamber members can do today to help themselves, their families, and their businesses.
Panelists include:
-
Justin Holtz, CFP®; Principal at Vintage Wealth. Topics include: IRA’s (Traditional and Roth), SEP-IRA’s, SIMPLE IRA’s, other employer sponsored retirement plans, life and disability income insurance, long-term care insurance, college savings, etc.
-
Jessica Pannell, Esq.; Partner at Conway & Pannell, PC. Topics include: Wills, durable powers of attorney, advance health directives, liability protection, asset transfers, etc.
-
Wesley Clark, CPA; Director of Audit and Management Accounting at Frank & Company, PC. Topics include: Year-end planning for individuals and small businesses, charitable planning, etc.
The session will be moderated by Bill DuBose, CFP, from Vintage Wealth.
Event Description:Join us for our November Chamber Breakfast, sponsored by Middleburg Bank.