MEETING REGISTRATION NOW OPEN! Hello to all of our LEPC Members! We are excited for our next monthly meeting to be held IN-PERSON on Tuesday, August 9th when our presentation will be:  Opportunities in Alternatives presented by: David Howard Senior Vice President of Institutional Investments First Trust Advisors L.P. To register, just click the button below. We appreciate you and look forward to seeing you in August. --Your LEPC Board

REGISTER FOR OUR AUGUST 9TH MEETING

This meeting will be IN PERSON at River Creek Country Club, Leesburg REMINDER: You must have an updated membership to receive the discounted event price. Please update your membership before registering for this event.

About the Presentation  Opportunities in Alternatives With current market volatility, high correlations within stocks and bonds on the backdrop of economic uncertainty, inflation and rising rates, alternatives are back in the conversation to provide true diversification and capital preservation. There are now better ways to access these investments than ever in various formats with proven track records.

ABOUT THIS MONTH'S SPEAKER David Howard is a Senior Vice President of Institutional Investments at First Trust Advisors L.P. David joined First Trust Advisors in 2014, and is currently focused on Institutional Business Development. In this role he delivers the First Trust suite of products and services to Institutions, RIAs, Family Offices, Foundations and Independent Asset Managers. David started his career in the investment management industry in 2012 with Merrill Lynch after a career playing in the NFL. He graduated from Brown University in 2010 with a degree in Business Economics.

REGISTER FOR OUR AUGUST 9th MEETING

This meeting will be IN PERSON at River Creek Country Club, Leesburg REMINDER: You must have an updated membership to receive the discounted event price. Please update your membership before registering for this event.

Renewals are DUE and you can easily renewal by clicking the button below:

LEPC Renewal

Please renew before registering for August's event.

Mark Your Calendar! Our annual meeting is on September 13 with David M. Lebovitz, Managing Director at J.P. Morgan You will not want to miss this meeting when Mr. Lebovitz will be presenting "Investing in a world of uncertainty". Stay tuned for more details on our annual meeting.

Learn More About The Speaker

Mark Your Calendar for Future Networking Events! Monthly Meetings are held the SECOND Tuesday of the month from 8:00 am - 10 am. River Creek Country Club 43800 Olympic Blvd. Leesburg, VA 20176  September 13, 2022 - LEPC Annual Meeting David Lebovitz, JP Morgan October 11, 2022 - Sarah Aviles/Liz Gray, McCandish and Lillard Law Firm November 8, 2022 - Chuck McWilliams Walsh, Colucci, Lubeley & Walsh December 13, 2022 - Amy Owen, Community Foundation for Loudoun & Northern Fauquier Counties We are currently working on the speaker schedule for 2023. If you or someone you know would like to present to our group, please visit our website. Please know: LEPC works hard to provide industry experts to speak at the monthly meeting on a variety of topics surrounding Estate Planning. LEPC also tries to make Continuing Education credits available to attendees.

MEMBERSHIP Please consider joining LEPC and help us continue to educate our vibrant communities about the importance of all aspects of Estate Planning. Join LEPC

Benefits of LEPC include: Growing your current network with others in the financial field Continuing Education Credit opportunities Members-only events Personal access to the National Association of Estate Planners and Councils which includes their annual National Conferences, e-newsletter, publications, unique services, discounts on software, and more!

Already a member? Renewals are DUE and you can easily renewal by clicking the button below:

LEPC Renewal

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