When

Wednesday, July 13, 2022 from 11:00 AM to 2:00 PM EDT
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Where

Kenwood Country Club 
5601 River Rd
Bethesda, MD 20816
 

 
Driving Directions 

Contact

Kristin Beane 
FPA National Capital Area 
508-320-1685 
kristin@fpanca.org 
 

FPA NCA July 13, 2022 Luncheon Meeting at Kenwood Country Club, Bethesda

Please join us for our Luncheon Program at Kenwood Country Club.

Session 1: Coming Soon: Virginia’s State-Facilitated Private Retirement Program with Peter Thompson, Retirement Program Director, Virginia529

In 2021, the Virginia General Assembly passed legislation directing Virginia529 to establish a state-facilitated private retirement program. RetirePath Virginia will address existing gaps and inequities by expanding access to retirement savings and providing more Virginians with a path to economic security. Thousands of Virginians may find themselves with a better retirement outlook and, perhaps, a need for professional financial advice. This session will provide an overview of RetirePath Virginia, scheduled to launch in July 2023, and explore opportunities for financial professionals. 

Session 2: Steven Kirkpatrick: The Reverse Mortgage an Essential Tool in the "Retirement Income Toolbox"

2 CFP CE Pending!