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You are invited to join us for an online informational workshop on Generational Estate Planning for Baby Boomers

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How to Plan, Communicate, and Execute the Smooth Transfer of Your Values and Assets Through Generations

An online workshop on how to properly transfer your tangible and intangible assets to your heirs.

Online Generational Estate Planning Workshop

Register today and watch the class online. We also send out a replay of the workshop if you cant attend!

 

You can watch the online workshop from your mobile device or computer.

1

Define Family Culture

 

Learn how to create and document the family culture and values that you want to pass on to your loved ones. 

2

Setting Family Goals

 

Intra-family loans, college education, supporting minor children, enjoying vacations. Learn how to prioritize what's important so you can help fund your future generation.

3

Financial Concepts

 

The best way to teach children and young adults about money is to weave lessons into daily life. Learn how to make money
an open subject in the household.

4

Prepare Heirs and Executors

 

Too often family members are completely perplexed when a loved one dies. Learn what to do first and how to take action.

5

Avoid Mistakes

 

Find out the critical mistakes high-net-worth investors make when it comes to transferring wealth to the next generation.

We will discuss the following:

Reserve your spot Today!

Why we created this online workshop:

 

 

If you're like most hardworking Americans, you value what you've saved and passing along your wealth to your loved ones can be a huge priority.

Chances are you've worried about how to transfer your assets to your heirs while also making sure that your personal values and family goals continue indefinitely into the future.

We host these workshops to help inform those who are looking for clarity on an estate plan that survives the next generation. 

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Financial advisory services offered through Covenant Wealth Advisors (CWA), a Registered Investment Adviser. Mark Fonville is an Investment Advisor Representative with CWA. Covenant Wealth Advisors does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances. All e-mails sent to and from this address are subject to archival and review.

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CONTACT US

 

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 08:30 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

8001 Franklin Farms Drive

RM 208

Richmond, VA 23229

(804) 729-5265

RESTON VA LOCATION

1768 Business Center Drive

Suite 350

Reston, VA 20190

(703) 991-2000

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Disclosures:

Services offered by Covenant Wealth Advisors (CWA), a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Registration of an investment advisor does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results. By entering your info into our forms, you are consenting to receive our email newsletter and/or calls regarding our products and services from CWA. This agreement is not a condition to proceed forward. Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed.

 

*Award Winning: Covenant Wealth Advisors was nominated by Newsweek/Plant-A-Insights Group in November of 2024 as one of America's Top Financial Advisory Firms. You may access the nomination methodology disclosure here and a list of financial advisory firms selected. CWA was awarded the #1 fastest growing company by RichmondBizSense on October 8th, 2020 based on three year annual revenue growth ending December 31st, 2019. To qualify for the annual RVA 25, companies must be privately-held, headquartered in the Richmond region and able to submit financials for the last three full calendar years. Submissions were vetted by Henrico-based accounting firm Keiter. Expertise.com voted Covenant Wealth Advisors as one of the best financial advisors in Williamsburg, VA  and Richmond, VA on November 30th, 2024 based on their proprietary selection process.  CWA was nominated for the Forbes Best-In-State Wealth Advisor ranking for Virginia on April 7th, 2022. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here. CWA did not compensate any of the entities above for the awards or nominations. These award nominations were granted by organizations that are not CWA clients. However, CWA has compensated Newsweek/Plant-A Insights Group for licensing and advertising of the nomination and compensated Expertise.com to advertise on their platform. While we seek to minimize conflicts of interest, no registered investment adviser is conflict free and we advise all interested parties to request a list of potential conflicts of interest prior to engaging in a relationship. CWA is a member of the Better Business Bureau. We compensate the BBB to be a member and our BBB rating is independently determined by the BBB.

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