• April 2015

Speaker of the Month: Sheldon Weiner

Financial advisor Sheldon Weiner, LUTCF (Life Underwriter Training Council Fellow) is a founding partner of the Northern Virginia firm Egan, Berger & Weiner, LLC, with 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 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 he is an active member of the Financial Planning Association.

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.

Sheldon Weiner’s Speaking Topics

Will You Run Out of Money Before You Run Out of Life?

If you are concerned that during your retirement years your money will run out, you are not alone.

Surveys suggest that more than 67 percent of Americans are worried about not having enough money for retirement, according to seniorsite.com, and of those, 61 percent fear outliving their money more than they fear death.

In this speech: Weiner will outline the reasons that most people are concerned—including the fact that pensions and Social Security checks used to be the main funding for retirement, and the US Census Bureau report indicating that more than 50 percent of Americans anticipate working through retirement due to financial and healthcare needs.

He’ll then offer six ways to ensure you’ll have enough income to last your lifetime—such as planning for the possibility of working a few years longer than the traditional retirement age of 65, and mapping out your retirement strategies before you actually retire. Click here for more details.


Financial Strategies for Successful Retirement

Sheldon Weiner has taught courses on this topic recently in both the spring and fall at high schools in Northern Virginia, including Mt. Vernon High School, McLean High School, South Lakes High School, and Herndon High School in Fairfax County, VA.

This is a four-week course that will discuss topics such as:

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

This course also includes an optional planning consultation to discuss strategies that may help you:

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

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