Wednesday, July 13, 2022 from 11:00 AM to 2:00 PM EDT
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Kenwood Country Club 
5601 River Rd
Bethesda, MD 20816

Driving Directions 


Kristin Beane 
FPA National Capital Area 

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!