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877-650-4738

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
    29
    Apr
    2020

    Retirement Seminar

    6:30 pmCarmello's of Old Town Manassas

    Due to this unrepresented time, we are holding off on dinner events.

    However, we are offering complimentary visits to the office for  Jay to answer your questions, address your concerns, and review your current retirement plan.

    As a sincere thank you, upon completion of your portfolio review, we will present you with a $50 Visa gift card.

    To schedule your visit, please call our office at 703-457-9940. We look forward to seeing how we can help you leave a legacy for your loved ones.

     

  • Thu
    30
    Apr
    2020

    Retirement Seminar

    6:30 pmCarmello's of Old Town Manassas

    Due to this unrepresented time, we are holding off on dinner events.

    However, we are offering complimentary visits to the office for  Jay to answer your questions, address your concerns, and review your current retirement plan.

    As a sincere thank you, upon completion of your portfolio review, we will present you with a $50 Visa gift card.

    To schedule your visit, please call our office at 703-457-9940. We look forward to seeing how we can help you leave a legacy for your loved ones.

     

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.