The Washington, D.C., Alumni Chapter Board of Directors and the office of alumni relations invite you to join us for the Loyola Business Network D.C. This event will take place on Thursday, Feb. 7, from 8 - 9 a.m. at CohnReznicks's office. Pete Carnathan, '92, Billy Cannon, '98, and Chris Naughten, '81, are the co-chairs for this event.
Pete Carnathan, '92, CFP, financial advisor with SEIA, LLC, and Kerri Castellini, '03, an attorney specializing in trust and estate planning, will offer their top actionable planning tips for 2013. Castellini will discuss the need for estate planning/drafting or reviewing wills and trusts. Carnathan will talk about re-balancing your 401k, verifying beneficiary elections for your retirement plans/insurance/etc.
With continued economic and market uncertainty expected in the year to come, many people find themselves either paralyzed or tempted to take rash action that may endanger their financial plans. Come hear how two seasoned professionals are able to help you make informed decisions in 2013.
This event is FREE to all Loyola alumni and is an excellent opportunity to expand your network and grow your business. Some light refreshment will be available.