(MENAFNEditorial)
Contact: Hope Katz Gibbs
Inkandescent Public Relations
hope@inkandescentpr.com
703.346.6975
— EBW's free event for clients and guests averages more than 350 attendees and more than three quarters of EBW’s clients attend —
WASHINGTON DC Sept. 26 2014 — Keeping on top of continuing education is critical for most professionals. But how many people stay current with their financial planning education?
Northern VA-based financial services firm Egan Berger & Weiner LLC is dedicated to educating its clients about changes and trends in retirement planning. To make this learning experience as interesting and fun as possible the partners annually host a popular Back to School Night.
“It’s our way of showing our appreciation to our valued clients and keeping them on top of updates and changes that they need to be aware of regarding their financial future” says CFP® Bryan Beatty a partner at EBW who has been a financial advisor for more than two decades.
Founding EBW partner Michael Egan agrees. He says the key to making sound financial decisions is knowing what questions to ask. “We have been doing educational seminars in Fairfax County for more than a decade and we know from experience that teaching new and existing clients what to be on the lookout for is the only way that they will stay in control of their financial futures. It’s what I want for myself and those I love. And it’s what I want for my clients.”
The free event for EBW clients and their guests averages more than 350 attendees and has been growing every year. More than three quarters of EBW’s clients attend—even some out-of-state ones says Idelis Favole EBW office manager.
* Clients say they they make a point to attend the festive informative evening event:
~ “We love getting insights into the big picture” clients Kathy and Randy share. “Getting a broad perspective is always helpful and we really appreciate meeting the other clients and getting their take on the economic situation.”
~ “This is an event we always look forward to all year long” say long-time clients Polo and Tere. “We love the food the people the ambiance. And mostly we enjoy the lectures. We wouldn’t miss EBW’s annual Back to School Night.”
Scroll down for details about the Oct. 2 2014 event which will feature speakers and presenters in the field of retirement planning who have been quoted on CNBC and “Fox Business News” and in Kiplinger Personal Finance and The Wall Street Journal among other publications.
Click here to watch highlights from EBW’s 10th annual Back to School Night in October 2013.
BACK TO SCHOOL NIGHT 2014
WHERE: Center for Innovative Technology 2214 Rock Hill Road Herndon VA 20170
WHEN: Thursday Oct. 2 2014 4:30-9:00 p.m.
RSVP to Idelis Favole
AGENDA
5:30-6:00 p.m.:
iPad Apps & Technology Briefing Room
Presenter: Emily Dupre/MFS
6:00-8:40 p.m.:
EBW Technology Workshop Classroom 2 P-1 Lobby
Includes three 40-minute presentations starting on the hour at 6 p.m. 7 p.m. and 8 p.m.
Presenter: EBW Staff
6:00-6:30 p.m.:
Advance Care Planning—Family Transitions & Dementia Auditorium
Presenters: Elizabeth Gray Esq.; Judith Grumbly RN MSN & ANP; and David Beck/EBW
Moderator: Steve Gurney/ Retirement Living Magazine
6:30-7:00 p.m.:
Asset Allocation—Portfolio Manager Panel Briefing Room
Panelists include: Sean McLain/Blackrock Frank Germana/JP Morgan Dave Thomas/Oppenheimer
7:00-7:30 p.m.:
Is It Different This Time? Auditorium
Presenter: Don Connelly/Putnam
7:30-8:00 p.m.:
Advance Care Planning—Family Transitions & Dementia (encore presentation) Briefing Room
Presenters: Elizabeth Gray Esq.; Judith Grumbly RNMSN & ANP; and David Beck/EBW
Moderator: Steve Gurney/ Retirement Living Magazine
8:00-8:30 p.m.:
Asset Allocation—Portfolio Manager Panel (encore presentation) Auditorium
Panelists include: Sean McLain/Blackrock Frank Germana/JP Morgan Dave Thomas/Oppenheimer
5:00-9:00 p.m.:
Massages photos dessert wine-tasting classic cars. Catering provided by Purple Onion Catering Company.
Note: This event has been funded in part by the following companies: Alger Funds Columbia Fidelity Invesco OppenheimerFunds Putnam John Hancock JP Morgan Hartford DWS Munder MFS BlackRock Jackson National Rochdale and Victory Capital Management.
None of these organizations is affiliated with Voya Financial Advisors Inc. No products will be presented and all content is for informational purposes.
Securities and investments advisory services offered through Voya Financial Advisors Inc. Member SIPC. Egan Berger & Weiner is not a subsidiary of nor controlled by Voya Financial Advisors.
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About Inkandescent PR
Inkandescent Public Relations is a full-service PR marketing publishing and website design firm that helps entrepreneurs get more visibility. Since 2001 founder and journalist Hope Katz Gibbs has promoted entrepreneurs start-ups educators authors artists and restaurateurs—and helped them come up with successful strategies to grow their businesses.
“We know that creating fireworks through a strong PR and marketing campaign is the key to spreading the word about a business—but unless you catch the embers your moments in the limelight will be just a pretty memory” explains InkandescentPR.com founder Hope Katz Gibbs. “Our team of journalists is skilled at creating the most effective creative and appealing message possible and consistently informing clients and reporters about the important work that our clients are doing.”
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