877-650-4738

Events & Workshops

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our events.

Upcoming Workshops

  • Wed
    01
    May
    2019
    Thu
    02
    May
    2019

    Retirement Seminar

    6:30 pmAlto Plaza Restaurant & Lounge

    During this dinner event, Jay Sharifi offers advice and techniques to those retired or near retirement.

    The seminar is located at Alto Plaza Restaurant & Lounge, located at 5800 Old Centreville Rd, Centreville, VA 20121.

    The seminar starts promptly at 6:30 PM. Doors close at 6:45 PM.

     

  • Wed
    29
    May
    2019
    Thu
    30
    May
    2019

    Retirement Seminar

    6:30 pmGrafton Street Restaurant

    During this dinner event, Jay Sharifi offers advice and techniques to those retired or near retirement.

    The seminar is located at Grafton Street Restaurant, located at 7380 Atlas Walk Way, Gainesville, VA 20155.

    The seminar starts promptly at 6:30 PM. Doors close at 6:45 PM.

     

About Our Workshops

At Legacy Wealth Management, we hold informational workshops for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our workshops include guest speakers and special activities, as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a workshop, feel free to schedule a one-on-one, no-obligation meeting.