• February 2013

Are You Ready to Learn About Financial Strategies for Successful Retirement?

Would you like to learn more about how to plan for your financial future in four weeks? That’s the mission of this workshop created by the partners of Egan, Berger & Weiner, LLC, a Northern Virginia-based firm that specializes in financial planning and coaching.

“We guide our clients to their dreams by skillfully navigating them through life’s myriad financial decisions,” says partner Bryan Beatty, a CERTIFIED FINANCIAL PLANNER™ professional. “We foster an environment for our team where they will achieve competitive greatness in their careers while simultaneously realizing their personal aspirations.”

For nearly a decade, the partners have been offering the workshops at area high schools.

The workshop topics include:

  • Investments
  • Long-term care
  • Social Security and Medicare
  • Estate-planning
  • Lifestyle issues
  • Pension options

This course also includes, at no additional charge, an optional planning consultation with you at our offices to discuss strategies that may help you:

  • Determine your financial objectives
  • Clarify your goals
  • Potentially reduce taxation
  • Manage your investments
  • Review long-term-care costs

The $59 fee is all four sessions, as well as the additional planning consultation, and an optional 30-minute consultation with an estate attorney. The fee is per couple, or for an individual with a guest, and includes a workbook for both people.

Upcoming workshops run from 7 p.m. to 9 p.m. at the following locations:

  • Tuesdays: February 19, February 26, March 5, March 12
    Section 13: Robinson High School, 5035 Sideburn Rd., Fairfax, VA
  • Thursdays: February 21, February 28, March 7, March 14
    Section 14: Woodson High School, 9525 Main Street, Fairfax, VA
  • Mondays: February 25, March 4, March 11, March 18
    Section 15: Lake Braddock Secondary School, 9200 Burke Lake Rd., Burke, VA

Click here for more information, and to register Or call: 703-506-0030 ×109.

_Securities and Investment Advisory Services offered through Voya Financial Advisors, member
SIPC. Egan, Berger & Weiner, LLC is not a subsidiary of nor controlled by Voya Financial Advisors._


Meet the Partners

Bryan Beatty, CFP®, is a a CERTIFIED FINANCIAL PLANNER™ professional and partner at Egan, Berger & Weiner, LLC, which is based in Northern Virginia. With more than 20 years of experience in the financial industry, he is a principal of this independent financial services firm, which is experienced in all aspects of investment and retirement planning.

An active member of the Financial Planning Association’s Career Development and College Outreach Committees, Beatty is a graduate of the University of Maryland with a BS in Finance. He was the former president of the Finance, Banking and Investment Society, and he is an avid musician who plays guitar and writes music in his spare time, and occasionally plays area venues. Originally from Baltimore, Beatty has lived in Northern Virginia since 1992.

Michael Egan, CFP®, a CERTIFIED FINANCIAL PLANNER™ professional and a founding partner of Egan, Berger & Weiner, LLC, has 21 years of experience in the financial services industry. He has been a mutual fund analyst, and an accountant and financial planner.

A graduate of George Washington University with a degree in Finance, Egan hosted a weekly radio show on financial planning in the Washington market. He has also been a presenter on retirement planning for Fairfax County Public Schools’ Adult and Community Education. Egan is an active member of the Financial Planning Association.

The son of Irish immigrants, Egan grew up in Connecticut and moved to Northern Virginia in 1990. He remains an avid New England sports fan, and roots passionately for the Red Sox, Patriots, Celtics, and UCONN Huskies.

Sheldon Weiner, LUTCF, is a founding partner of Egan, Berger & Weiner, LLC, who has more than three decades of experience in the financial industry.

After graduating from the University of Maryland, and the Hartford Insurance Company School of Advanced Underwriting, he earned the LUTCF (Life Underwriter Training Council Fellow), and also served as president of Creative Financial Programs, Inc.

Weiner has 10+ years of experience as a teacher and lecturer for various educational institutions in the area, and is an active member of the Financial Planning Association.


About Inkandescent Speakers

At Inkandescent Speakers, our professional speakers are some of the most knowledgeable business experts, been-there-done-that entrepreneurs, corporate and government leaders, visionary educators, and veteran futurists who can give you a glimpse at what is ahead on the horizon.

With wit and a sense of humor, our experienced speakers offer best practices and insights into the hottest trends in business, and organizational, professional, and personal development through corporate keynotes, workshops, seminars, webinars, lunch-and-learns, and networking events.

Speeches feature:

Topics that are important to the growth of your organization: foresight and innovation, the generations at work, best practices in hiring and recruiting—as well as the future of education, leadership, management, marketing, PR, financial planning, and more.

Insight and guidance that is needed by entrepreneurs, small-business owners, and corporate managers—as well as career changers and college grads who are entering the workforce.
Inspirational ideas that are concrete as well as motivational, and that help professionals develop a clear strategy to accomplish their long- and short-term goals.

To book the partners at Egan, Berger & Weiner, send us an email.

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