End of Year Financial Planning

12001 Sunrise Valley Drive,Reston VA 20191

09 November, 2021

Description

This in-person presentation will help guide you through the moves you should consider making before December 31, 2021. During this event your host, Evan Beach, Director of Wealth Advisory, will discuss: The opportunities to take advantage of the current tax code General housekeeping items that must be taken care of by year-end What new tax legislation may be coming down the pike, the impact on you, and the new strategies we will employ with our clientsRegister now to join us at this MUST attend event! At Campbell Wealth, we work solely with individuals near or in retirement. Because our clients are entering a very important phase of their lives, we have tailored our professional approach to address specific challenges you face. Campbell Wealth Management is a full service financial planning firm, and we operate differently from most other financial planners in the marketplace. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Campbell Wealth Management, Inc (CWM), a Registered Investment Advisor. MAS and CWM are not affiliated entities.  Campbell Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.  For a list of states we are licensed to do business in, please visit our website.