HYBRID ANNUAL MEETING — IN-PERSON & ZOOM
DATE: Tuesday, November 9, 2021
Due to the current COVID restrictions, we have changed this meeting to a HYBRID MEETING.
Only 35 seats are available for the in-person meeting.
Zoom is available for those who are unable or are uncomfortable to attend in person.
To attend our September in-person meeting:
- You must be vaccinated.
- Masks are optional (unless state guidelines require it at the time of the event).
- You must register. No walk-ins will be accepted.
TOPIC: “Now or Never: Estate Taxation and Wealth Transfer Planning”
At this presentation, learn three reasons to consider wealth transfer now. Mr. Gaeta will also provide updates on some of the recent tax proposals to help financial advisors and their clients stay as current as possible.
PRESENTER: Gerry Gaeta, City National Rochdale
Gerry joined City National Rochdale in 2020 with over 25 years of Estate, Financial, and Business Succession Planning experience. Gerry also has several years of private practice experience as an attorney specializing in Estates and Trusts and Real Estate law. He is responsible for partnering with financial advisors and their clients to deliver Comprehensive Wealth Assessment (CWA) services that identify opportunities to enhance financial well-being across investment planning, asset protection, and risk management, income tax mitigation, philanthropy, and estate and legacy planning.
Previously, Gerry was a Managing Director of Financial Planning for First Republic Bank. In this role, he supported the advanced planning needs of ultra-high net worth clients in Southern California. Prior to this, he held several positions at New York Life including Advanced Planning Consultant and Private Placement Life Specialist. He also founded the Estate and Investment Planning Group at Midlantic Bank served as Head of Financial Planning at Allstate Financial Services/Lincoln Benefit Life and led the Prudential Securities entry into the Trust Services business.
Gerry earned a B.S. in Physics and a B.A. in Psychology from Widener University, a Master of Science in Financial Services (MSFS) from The American College, and a J.D. from New York Law School.
River Creek Country Club
43800 Olympic Blvd.
Leesburg, VA 20176
REGISTRATION & NETWORKING —8:00 A.M.
ZOOM START — 8:15A.M.
In Person Member Price Per Person: $25
In Person Nonmember Price Per Person: $35
Meeting Sponsor: Available
ZOOM Member Price Per Person: $10
ZOOM Nonmember Price Per Person: $20
Want to attend a meeting or join? Contact us at LoudounEPC@outlook.com or by using the form below.
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