Campbell Wealth Management of Old Town will hold two education events titled “A Wise Woman’s Guide to Financial Planning” featuring Ross & Moncure’s accountants Brian Davis, Luci Weigel and Sandy Brown. All Campbell Wealth Management and Ross & Moncure clients are invited to attend. Campbell Wealth Management is a local boutique financial advisory specializing in high-net-worth individuals in or approaching retirement. Our firms share a commitment to working toward retirement certainty for our clients.
During this session, we will address estate planning, spousal inheritance, retirement and downsizing, social security maximization, and income planning.
Location: Crowne Plaza Old Town, 901 N Fairfax St, Alexandria, VA 22314
Event 1: Wednesday, June 14th at 9:30am
Event 2: Thursday, June 22nd at 6pm
RSVP to Laura at laura.reynolds@rossmoncure.com, and please specify whether you will join us for the morning or the evening session.
