Planning for Brighter Retirement: A Panel Session with Local Experts
About this Event
Planning for Retirement: Plan Today for a Brighter Tomorrow!
Are you financially prepared for retirement? Whether retirement is just around the corner or still years away, the decisions you make today can help shape your financial future.
Join the Western Loudoun Mastermind Leadshare for an informative and engaging panel discussion featuring local financial, banking, insurance, and tax professionals who will share practical strategies to help you plan for retirement with greater confidence.
This FREE event is an opportunity to gain valuable insights, ask questions, and learn about important financial decisions that can impact your retirement years.
What You'll Learn
Our panel of local experts will explore important retirement-planning considerations, including:
- Retirement Savings & Financial Planning: Strategies for managing your money, building savings, and preparing for financial security.
- Social Security: Important considerations when deciding when to begin collecting benefits.
- IRA & Roth Conversions: Understanding retirement accounts, tax implications, and distribution strategies.
- Insurance & Long-Term Care: Planning for healthcare expenses, Medicare, life insurance, and long-term care needs.
- Estate Planning & Trusts: Protecting your assets and preparing for the transfer of wealth.
- Required Minimum Distributions (RMDs): Understanding retirement account withdrawal requirements.
- Charitable Giving: Exploring donor-advised funds and opportunities to support causes that matter to you.
Meet Our Panel of Experts
Hear from experienced professionals representing:
- Edward Jones – Financial Advisor
- Bank of Clarke – Banking Expert
- Blue Ridge Insurance – Insurance Specialist
- CTS Group CPAs – Tax and Financial Planning Experts
Our program includes a 45-minute expert panel discussion followed by 15 minutes of audience Q&A, giving you the opportunity to ask questions and gain practical insights.
Event Details
Date: Tuesday, November 17, 2026
Time: 11:30 AM – 1:00 PM
Location: Blue Ridge Eagles
703 W. Main Street, Purcellville, VA
Admission: FREE
Give Back While Planning Ahead!
We believe that planning for a brighter future also means making a difference in our community.
🎁 Please bring an unwrapped gift for a child or teen to help brighten the holiday season.
🎟️ Raffle tickets will be available for exciting prizes! Proceeds will benefit BetterALife.org, an organization dedicated to supporting local children and families.
Bring a Friend!
Retirement planning is important at every stage of life. Invite a friend, colleague, spouse, or family member to join you for this valuable conversation.
Take the next step toward a more confident financial future. Reserve your FREE spot today!
For questions about the event, please contact 571-556-9778.
Western Loudoun Mastermind Leadshare – Connect | Collaborate | Grow
Where is it happening?
Event Location & Nearby Stays:
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