Register for our November hybrid meeting with Gerry Gaeta!

IMPORTANT MEETING INFORMATION

Due to the current COVID restrictions,

this meeting is a HYBRID MEETING.

Only 35 seats are available for the in-person meeting.

Zoom is available for those who are

unable or are uncomfortable to attend in person.

PLEASE NOTE:

To attend our in-person meeting:

You must be vaccinated.
Masks are optional (unless state guidelines require it at the time of the event).
You must register. No walk-ins will be accepted.

MEETING REGISTRATION NOW OPEN!

Hello to all of our LEPC Members!

We are excited for our next monthly meeting

to be held IN-PERSON AND VIA ZOOM on Tuesday, November 9 when our presenter will be:

Gerry Gaeta

City National Rochdale

To register, just click either the In-person or Zoom registration button below.

We appreciate you and look forward to seeing you

in-person or via Zoom.

Until then, see you in November.

--Your LEPC Board

This meeting will be IN PERSON at River Creek Country Club, Leesburg

This meeting will be will be broadcasted via ZOOM

About the Presentation

"Now or Never: Estate Taxation and Wealth Transfer Planning"

At this presentation, learn three reasons to consider wealth transfer now. Mr. Gaeta will also provide updates on some of the recent tax proposals to help financial advisors and their clients stay as current as possible.

ABOUT THIS

MONTH'S SPEAKER

Gerry joined City National Rochdale in 2020 with over 25 years of Estate, Financial, and Business Succession Planning experience. Gerry also has several years of private practice experience as an attorney specializing in Estates and Trusts and Real Estate law. He is responsible for partnering with financial advisors and their clients to deliver Comprehensive Wealth Assessment (CWA) services that identify opportunities to enhance

financial well-being across investment planning, asset protection, and risk management, income tax mitigation, philanthropy, and estate and legacy planning.

Previously, Gerry was a Managing Director of Financial Planning for First Republic Bank. In this role, he supported the advanced planning needs of

ultra-high net worth clients in Southern California. Prior to this, he held several positions at New York Life including Advanced Planning Consultant and Private Placement Life Specialist. He also founded the Estate and

Investment Planning Group at Midlantic Bank served as Head of Financial Planning at Allstate Financial Services/Lincoln Benefit Life and led the Prudential Securities entry into the Trust Services business.

Gerry earned a B.S. in Physics and a B.A. in Psychology from Widener University, a Master of Science in Financial Services (MSFS) from The American College, and a J.D. from New York Law School.

IMPORTANT MEETING INFORMATION

Due to the current COVID restrictions,

this meeting is a HYBRID MEETING.

Only 35 seats are available for the in-person meeting.

Zoom is available for those who are

unable or are uncomfortable to attend in person.

PLEASE NOTE:

To attend our in-person meeting:

You must be vaccinated.
Masks are optional (unless state guidelines require it at the time of the event).
You must register. No walk-ins will be accepted.

This meeting will be IN PERSON at River Creek Country Club, Leesburg

This meeting will be will be broadcasted via ZOOM

Mark Your Calendars 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

and via Zoom

December 14 - Amy Owen, Community Foundation for Loudoun and Northern Fauquier Counties

We are currently working on the speaker schedule for 2022.

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:

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