Personal Financial Planning SIG - Life Insurance and Annuities
Special Interest Group Event
The Personal Financial Special Interest Sub-group is pleased to invite you to a 1-hour CPE event immediately preceding the chapter meeting on December 18 from 3 to 4 at the same location -Marriott Fairview.
Colin Kimpel will be presenting on life insurance and annuities-two topics that CPAs frequently get asked about. He will discuss:
Life Insurance – Whole, term, variable? When each can make sense from a planning standpoint, and when they don’t.
Annuities – with people living longer, annuities have risen in popularity to help hedge against longevity risk. But there are many types – what are the differences? How do they work?
Colin is a partner with Veritas Financial, a boutique financial services firm located in Vienna. He is a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®) and a Certified Family Business Specialist (CFBS). Colin was awarded Washingtonian Magazine’s distinction as one of the area’s Best Financial Advisors.
3:00 PM - 4:00 PM
Fairview Park Marriott 3111 Fairview Park Drive Falls Church, VA 22042