Events Calendar
Financial Education
- Location: Captain's Cove Golf & Yacht Club, 3323 Dock Court, Greenbackville, VA 23356
- Starts: 1:30 PM
- Ends: 3:30 PM
Wednesday, March 4th at 1:30 & repeated at 6:30 PM
The Community Building at Captain’s Cove | 3370 Captain’s Corridor, Greenbackville, VA
Beginners Guide to Estate Planning with Rachel Harris, Attorney, The Shore Lawyer
Key Takeaways:
• How an Estate Plan Works
• The Role of a Power of Attorney
• Common Issues with Estate Plans
Mitigating Risks Including Down Markets Before + During Retirement
In this workshop, we look at how to utilize your assets to prepare for the uncertainties of life after work.
With the right strategies, you can help to ensure that regardless of outside conditions, you keep
improving the chances of your own successful future.
Financial Education 2nd Session
- Location: Captain's Cove Golf & Yacht Club, 3323 Dock Court, Greenbackville, VA 23356
- Starts: 6:30 PM
- Ends: 8:00 PM
Wednesday, March 4th at 1:30 & repeated at 6:30 PM
The Community Building at Captain’s Cove | 3370 Captain’s Corridor, Greenbackville, VA
Beginners Guide to Estate Planning with Rachel Harris, Attorney, The Shore Lawyer
Key Takeaways:
• How an Estate Plan Works
• The Role of a Power of Attorney
• Common Issues with Estate Plans
Mitigating Risks Including Down Markets Before + During Retirement
In this workshop, we look at how to utilize your assets to prepare for the uncertainties of life after work.
With the right strategies, you can help to ensure that regardless of outside conditions, you keep
improving the chances of your own successful future.
