You are invited to join us for an online informational workshop on Generational Estate Planning for Baby Boomers
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:
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.
Disclosures:
Services offered by Covenant Wealth Advisors (CWA), a fee only financial planner and registered investment adviser with offices in Richmond, Reston, 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. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like accounting, tax or legal advice, you should consult with your own accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place. If referenced, 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.
Awards and Recognition
Covenant Wealth Advisors was nominated by Newsweek/Plant-A-Insights Group in November of 2024 as one of America's Top Financial Advisory Firms for 2025. You may access the nomination methodology disclosure here and a list of financial advisory firms selected.
CWA was nominated for the Forbes Best-In-State Wealth Advisor 2025 ranking for Virginia in April of 2025. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here.
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 best financial advisors in Richmond, VA for 2025 last updated as of this disclosure on February 12th, 2025 based on their proprietary selection process.
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.
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 and Forbes/Shook Research 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.
Client retention rate is calculated by (total clients at end of period - new clients acquired during period)/total clients at start of period) x 100%.